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About Global Institutional Consulting

Global Institutional Consulting includes experienced financial advisors who specialize in serving institutional clients.  Whether you are looking to outsource or supplement your current investment strategies, Global Institutional Consulting offers a breadth of resources and fiduciary care to your organization. 

Watch our video to learn more.

Customized investment strategies for your organization

We work together with your Chief Financial Officer, board of directors and investment committees to help your team make research-driven investment decisions – by clearly understanding your goals, helping you with strategies to manage risk and focusing on your outcomes.

With over 40 years experience working with institutional clients, we service a wide variety of organizations, including:
  • Corporations
  • Foundations and Endowments
  • Nonprofit organizations
  • Faith-based organizations
  • Healthcare and insurance providers
  • Union and Taft-Hartley funds
  • Educational institutions
  • Family offices

Our Process

Together we will explore the unique financial challenges your organization faces and develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.

During the discovery process, Global Institutional Consulting will uncover insights into:

  • Your investment committee's mindset about risk
  • The elements that define your institution's investment approach
  • How to reinforce your institution's investment policy to support your decision making

Insights in action

Our thought leadership, strategic partnerships, BofA Global Research's propriety award-winning research7 and our commitment allow us to better support your and your institution.

Insights from our thought leaders

Listen to Bank of America’s pension specialists discuss trends, best practices and unique considerations for managing defined benefit plans.

 

Award-winning advisors

Global Institutional Consulting is a select group of advisors with specialized experience with institutions.

  • Recognized on the following lists:
    • 2023 Barron’s “Top 100 Institutional Consulting Teams” list11
      Published on April 14, 2023.
      Rankings based on data as of December 31, 2022.
    • 2023 Barron’s “Top 1,200 Financial Advisors” list12
      Published on March 10, 2023.
      Rankings based on data as of September 30, 2022.
    • 2023 Barron’s “Top 100 Financial Advisors” list13
      Published on April 14, 2023.
      Rankings based on data as of December 31, 2022.
    • 2023 Barron’s “Top 100 Women Financial Advisors” list14
      Published on June 16, 2023.
      Rankings based on data as of March 31, 2023.
    • 2023 Barron’s “Top 100 Private Wealth Management Teams” list15
      Published on April 14, 2023.
      Rankings based on data as of December 31, 2022
  • Committed to keeping current on industry and market issues and investment skills through continuing education
  • Credentialed with industry designations like CIMA® (Certified Investment Management Analyst®)16 or CFA® (Chartered Financial Analyst®)16
Section
Find a Global Institutional Consultant

Find a Global Institutional Consulting Team

There is no substitute for a one-on-one conversation with a Global Institutional Consultant.

Email us at: 

You play an important role in making a positive difference for your institution

Global Institutional Consulting understands your commitment and is here to help. Watch our video to learn more. 

 

 

1 Institutional Investment Consulting is a non-discretionary investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated available to institutions with $20 million or more in assets.

 

The client is responsible for the acceptance and final adoption of the IPS. 

 

Merrill Lynch Investment Advisory Program (IAP) is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MPLFS” or “Merrill”).

 

4 Defined Benefit Discretionary (OCIO) is an investment advisory service sponsored by Merrill Lynch, available in either an advisory model or full discretionary model.

 

5 Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and fiduciary services and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly-owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).

 

6 Philanthropic Discretionary Investment Management (OCIO) offered through Bank of America Private Bank. Bank of America will act as a co-fiduciary for investment management and will manage plan assets consistently with the duties and standards established under ERISA.

 

7 Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

 

8 2021 Bank of America Annual report. 

 

9 Bankofamerica.com.

 

10 Number approximate as of September 2023.


11 The Barron’s “Top 100 Institutional Consulting Teams” list. Published on April 14, 2023. Rankings based on data as of December 31, 2022. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. In 2023, 28 GIC advisors (across 18 GIC teams) were named on a list of 100 teams.

 

12 The Barron's “Top 1,200 Financial Advisors" list. Published on March 10, 2023. Rankings based on data as of September 30, 2022. The Barron's “Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.​ In 2023, 21 GIC advisors were named on a list of 1,200.

 

13 2023 Barron’s “Top 100 Financial Advisors” list. Published on April 14, 2023. Rankings based on data as of December 31, 2022. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. In 2023, two GIC advisors were named on a list of 100.

 

14 2023 Barron’s “Top 100 Women Financial Advisors” list. Published on June 16, 2023. Rankings based on data as of March 31, 2023. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents, among other data points. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2023, two GIC advisors were named on a list of 100.

 

15 2023 Barron’s “Top 100 Private Wealth Management Teams” list. Published on April 14, 2023. Rankings based on data as of December 31, 2022. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. In 2023, two GIC advisor teams were named on a list of 100.

 

16 CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

IMPORTANT INFORMATION

Investing involves risk, including possible loss of principal. Past performance, rebalancing and asset allocation do not ensure a profit or protect against loss.

 

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation (BofA Corp.).

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).

 

Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided.

 

Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

 

Retirement and Personal Wealth Solutions is the institutional retirement business of Bank of America Corporation ("BofA Corp.") operating under the name "Bank of America." Investment advisory and brokerage services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"), a dually registered broker-dealer and investment adviser and Member SIPC. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.

 

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC , and wholly owned subsidiary of Bank of America Corporation