2022 Asset Management & Servicing Winners


IOR, LLC Winner

IOR has innovated a playbook that helps institutional investors design and implement an investment program reflective of the institution’s core values. Led by industry experts Francie Heller and Ryan Bailey, the firm has especially strong capabilities in SRI/ESG/Impact and DE&I investing delivered under its IOResponsive Investing service line.

IOR helps an organization design a framework that enables its most critical concerns to be represented through SRI, ESG, Impact or DE&I investing. With its unique service model that provides flexible access to subject matter experts, the firm operates four specialty resourcing business lines (non-discretionary) focused on filling the gaps institutions often experience through traditional resourcing options.

The IOResponsive Investing vertical is one of our four specialty resourcing services the firm offers. Additionally, the firm provides a unique CIO Service (discretionary) in which it builds and operates an investment office tailored to the needs of an organization.


• Russell Investments


• Boston Common Asset Management