What Sets Us Apart?

INDEPENDENCE

Cortex is an independent consulting firm that derives one hundred percent of its revenues from consulting assignments. We have no affiliations or financial relationships with investment consultants, OCIOs, or other financial services firms. We are able to conduct fully independent searches for investment consultants and OCIOs, as we are not engaged in investment consulting or OCIO services ourselves. Similarly, our governance-related services are free from any conflicts that could influence our advice and recommendations. Such independence is rare and Cortex is committed to maintaining our objectivity at all times.

UNIQUE SPECIALIZATION & EXPERIENCE

To the best of our knowledge, Cortex is the only consulting firm in North America that focuses on both governance advisory services and investment consultant/OCIO search services. We have worked on governance-related assignments with well over 100 institutional investors across North America of all types and sizes, and have administered investment consultant/OCIO searches across a range of institutional funds including corporate and public sector pension funds, endowments, and foundations.

RISK MANAGEMENT & ASSET ALLOCATION EXPERIENCE

Our governance advisory work and our investment consultant/OCIO search work is supported by hands-on expertise in the areas of asset allocation and investment risk management, gained at some of the most reputable funds in the world.

PROPRIETARY DATABASE, ANALYTICS & REPORTING

Cortex maintains rich databases that support both our governance advisory work and our investment consultant/OCIO searches. We also have a suite of proprietary analytics designed to facilitate our clients’ decision-making processes, thus giving them greater confidence in their selection decisions.