Hirtle Callaghan transforms rebalancing and trading operations with intelliflo redblack

Hirtle Callaghan & Co.  was established over 35 years ago and a pioneer of the Outsourced Chief Investment Officer (OCIO) business model, the firm primarily serves institutions (foundations, endowments, healthcare organizations) and high-net-worth families (family offices and individuals), managing portfolios ranging from millions to billions of dollars in assets.

Learn how Hirtle Callaghan leveraged our intelliflo redblack investment management solution to customize model portfolios at scale, optimize workflows for its highly skilled portfolio and investment managers, and enhance confidence and the overall client experience across its entire book of business.