Our Clients

Why Agilis For Institutional Investors

We partner with you for the long term, working with you towards better outcomes for you + your shareholders. Whether you need to generate investment returns, manage your liabilities or need help in navigating the complex regulatory environment – our experienced team can help you reach your objectives. We can provide advice on your direction, manage your strategies, or take care of your day-to-day investment decisions.

Institutional Investors

Why Agilis for institutional investors
We are highly attuned to the challenges that institutional investors face. In working with us, you have access to:  

  • Partners who work with you to ultimately improve outcomes for your beneficiaries   
  • Nimble advice and actions based on thorough, long-term market and industry analysis  
  • Creative solutions to complex challenges  

Our Difference
Through a variety of strategies, we can help long-term investors solve some of their most acute challenges.  

These include managing your future investment-specific risks in accordance with the returns you need to generate or reaching the right level of return for your beneficiaries’ objectives.  

We are particularly experienced in working with defined benefit and defined contribution pension plans, as well as insurance companies.

 

Defined Benefit Pension Plans

We are focused on helping your pension plan achieve its objectives, by partnering with you for the long term. Whether you need to generate investment returns, while being unable to bear any short-term losses, or whether your plan is fully funded and looking for opportunities to reduce risk – our experienced team can help you reach your objectives.

We believe all plans should have access to the best investment ideas. Our team can provide advice on your plan’s direction, manage your liabilities or investment strategies, or take care of your day-to-day investment decisions.

Defined Benefit Pension

How we can help DB pension plans

Through a variety of strategies, we can help defined benefit plan sponsors solve some of their most acute challenges. Whether you want to transfer risk or terminate pension plans, we are experienced partners that help you navigate your unique journey towards successful outcomes.

  • Pension Risk Transfer Services
  • Derivatives Management
  • Pension Plan Termination Services
  • Investment Consulting
  • Actuarial Consulting

    Defined Contribution Plans

    We are focused on helping you meet the changing needs of your participants and achieve better outcomes. In an evolving environment with growing regulatory requirements for defined contribution plans, our highly experienced team partners with you to guide you on best practice and compliance.

    Defined Contribution

    How we can help DC plans

    Through a variety of strategies, we can help defined contribution plan sponsors solve some of their most acute challenges.

    In addition to achieving the desired level of investment returns that would enable your plan’s members with adequate income to retire, our team takes due care to manage risks for a smoother investment journey. These include the use of intelligent diversification, a more active approach to asset allocation, and knowing when to use active fund managers, while being competitively priced.

    Pooled Employer Plan analysis

    Pooled Employer Plans (PEPs) are new vehicles that allow 401(k) plan sponsors to aggregate their plan with other plans under one PEP umbrella. There are many potential benefits to participants and plan sponsors if they join a PEP and we can help you assess whether a PEP is right for you.

     

    Insurance

    We are focused on helping you generate sufficient investment returns and liability management.

    Our highly experienced team has developed robust strategies and investment processes to help you generate returns and manage risk to your liabilities. We can provide advice on your investment’s direction, manage your liabilities or investment strategies, or take care of your day-to-day investment decisions.

    Insurance

    Our Difference

    We are highly attuned to the challenges that insurers face. In working with us, you have access to:

    • Strategy, management, and advice all encompassed through a governance framework provides clarity for investors.
    • Nimble advice and actions based on thorough, long-term market and industry analysis.
    • Creative solutions to complex challenges.

    How we help insurers

    Through a variety of strategies, we can help you solve some of your most acute challenges.  

    These include managing the interest rate and inflation risk for your investment – without compromising on the entity’s ability to generate the returns it needs, a well-diversified allocation to return-seeking assets and necessary adjustment to the asset allocation when market conditions change.  

    Our Services:

    • Investment Consulting
    • Outsourced Chief Investment Officer Services
    • Derivatives Management
    Connect with us

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    The information on this page sets out the terms and conditions (the “Terms and Conditions”) that govern your use of and access to this website www.agilis.llc. Access to the website is offered subject to your acceptance of these Terms and Conditions in their entirety and by using the website you confirm that you accept and agree to be bound by these Terms and Conditions.

    The website is operated by Agilis Holding Company LLC on behalf of itself and its subsidiaries (collectively, Agilis or we/us/our).

    Company and contact information

    Agilis Holding Company LLC is a limited liability company registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453.

    Agilis Holding Company LLC has two operating subsidiaries:

    • Agilis Partners LLC is registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453; and
    • Agilis Capital Management Limited is registered in the United Kingdom (Company Number 13970033) and has its registered address at 1 Elsenham Street, London SW18 5NU United Kingdom.

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