CAPTRUST Recognized by Crisil Coalition Greenwich

CAPTRUST has been recognized by Crisil Coalition Greenwich, a provider of strategic benchmarking, analytics and insights to the financial services industry, on its Coalition Greenwich Best Investment Consultants 2025 list.

CAPTRUST was recognized as a Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S., with two other firms.

“We are thrilled to be recognized by Crisil Coalition Greenwich as one of the Best Investment Consultants for 2025. This award is especially meaningful because it is based on feedback from our clients,” said Mike Vogelzang, chief investment officer. “This prestigious award underscores our commitment to delivering outstanding service and exceptional client experiences.”

The award is based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends.

Learn more about the list here (registration may be required).