Champion Research is proud to work with a number of client types, industry service providers and associations, non-profits, and higher education and research institutions.
Founded in 1985, Verisight, Inc. is a privately-held corporation headquartered in California providing a comprehensive range of retirement plan solutions for defined benefit, 401(k) and other defined contribution plans. The company provides recordkeeping and administration, actuarial services, and compensation and benefits consulting services.
A governmental defined benefit pension plan, HMEPS provides retirement, disability, and survivor benefits for eligible employees of the City of Houston and HMEPS. Created in 1943, the plan currently has over 25,000 members.
Fi360, Inc. is a privately-held corporation offering an extensive range of education, certification, software and practice management solutions for financial service providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. The company’s vision is to be the leading provider of services that raise the level of professionalism in investment management. Fi360 was founded in 1999 and headquartered in Bridgeville, Pennsylvania.
As an independent global assessment and certification organization, CEFEX works closely with investment fiduciaries and industry experts and provides an independent recognition of a firm’s conformity to a defined Standard of Practice, which implies that a firm can demonstrate adherence to the industry’s best practices and is positioned to earn the public’s trust.
The Texas Association of Public Employee Retirement Systems, TEXpers, is a statewide voluntary non-profit association that provides education and legislative advisory services to the Trustees, administrators, professional service providers, and employee groups that manage the retirement money of police, fire fighters, municipal and district employees in cities across Texas. The association was founded in 1988 and represents nearly 130,000 active and retired participants and approximately $89 billion in assets.
The CFA Institute is a non-profit association serving over 110,000 investment professionals in 140 countries. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance (CIPM), and the Claritas Investment Certificate and provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry.
Founded in 1955, the CFA Society Houston is a volunteer organization serving 895+ members and provides and promotes educational opportunities within its investment community.
Providing an open architecture platform for integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, Envestnet serves over 2.8 million investor accounts and has grown to over 1,200 employees worldwide.
The National Society of Institutional Investment Professionals, NSIIP, is a nationwide, voluntary nonprofit educational organization promoting the exchange of information and education of institutional investor professionals.
Sentinel Benefits & Financial Group has become a trusted financial advisor and employee benefits administration service provider to businesses and individuals across the United States.
The County of San Diego is one of the most award-winning and innovative government agencies in the United States. The five elected Supervisors run the County like a business, relying on the General Management System (GMS), a structure emphasizing accountability, efficiency and customer service.