Cook Street Consulting, Inc. Information

Cook Street has been providing investment advisory and fiduciary services to clients since 1999. We partner with corporate, non-profit, and governmental clients in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing relationships for over $106 billion in institutional assets and 1.2 million participants and beneficiaries.* We understand each client relationship as a fiduciary partnership where we stand in a position of trust, confidence, and legal responsibility for our clients' assets. Whether it's crafting an investment policy statement, designing an investment portfolio, providing continuing fiduciary education, performing investment due diligence, or running a vendor request for proposal, we provide a full spectrum of investment advisory and fiduciary services to institutional clients such as retirement plan sponsors, foundations, endowments, and corporate treasury departments. We acknowledge our fiduciary status in writing and act in a discretionary or non-discretionary manner. We use effective and prudent processes while providing our services, and we focus on four key commitments beginning day one of our engagement: plan/portfolio optimization; liability reduction; fee and provider management; and decreased client workload. With over 100 years of combined industry experience including portfolio management, investment banking, and venture capital, our consultants' expertise forms the core of our service offering. Their collective experience places them in a unique position to serve our clients not only as consultants but as fiduciary educators. Over 30% of our employees have obtained the Chartered Financial Analyst® designation. Cook Street Consulting, Inc. is a business of Morgan Stanley. *Includes assets under advisement and assets under management. Counts are estimates as of 12/31/2023 or the most recently available (e.g. from a Form 5500) and may include clients who hired Cook Street after that date.