For more than 20 years, Advanced Portfolio Management (APM) has specialized in designing and managing customized investment solutions for institutional investors. APM portfolios are built and managed to complement, enhance, hedge, or complete a benchmark asset allocation or existing investment strategy. The firm applies a robust mix of analytical and quantitative methods, including factor-based return and risk attribution analysis, a forward-looking shortfall risk framework for portfolio construction, and dynamic risk management tools spanning a range of financial metrics.

In September 2024, under the leadership of Phyllis Kurlander Costanza, APM created a new division called Social Investment Solutions (SIS)—a dedicated division focused on developing social factor research, creating innovative social investment products and pioneering new technology solutions to support governments and wealth management firms in bringing in more funding to scale impactful philanthropic and social enterprise initiatives. SIS is designed to fill critical gaps in the measurement, assessment, and reporting of social performance, and integrate those new variables into investment management generally, into investment products, including technology solutions for philanthropic and social enterprise investing.