Since 1991, Cortex has specialized in working with institutional investors to apply governance best practices to all aspects of their operations. Cortex was founded on the belief that successful institutional investing requires far more than simply selecting an asset mix and investment managers.

The most successful funds recognize the importance of having structures in place that ensure clear goals and strategies, knowledgeable fiduciaries and advisors, well-crafted policies, and thoughtful decision-making processes – in short, good governance.

All of our services are designed to support and promote the highest standards of governance, superior investment returns, and value for stakeholders. Our services include, but are not limited to, preparing governance policies and charters, helping to evaluate and select investment consultants or OCIOs, delivering board education workshops, and strategic planning support. 

Cortex is neither a law firm nor or an investment consulting firm. We are management consultants with decades of experience working with North American institutional funds of all types, ranging in size from $100M to over $100B.

Please contact us to discuss how we may help you enhance your governance practices.