Segal

333 W 34th St, New York City, NY 10001

2

BPI
Financial Rating

4.5

BPI Stakeholder Rating

3.2

BPI Social Responsibility Rating

Our work plays an important function in society. Organizations place their trust in us to help them navigate complex and difficult issues. They depend on us to help them make sound decisions that have an impact on millions of lives. Our clients employ people who put up new construction, teach our children in elementary schools, colleges and universities, put out fires, work at the state capital or city hall, create the latest technologies in Silicon Valley and perform countless other jobs. We are very proud of our actuarial heritage as a company and have 150+ credentialed actuaries. Yet we provide a broad range of consulting in addition to actuarial, including: health benefits, human resources, compensation, organizational effectiveness, technology, investment, communications and specialty insurance to name some others. We have FSAs and ASAs and EAs of course but also, CFAs, JDs, MBAs, PharmDs, and a score of other professional designations. Mission: We provide trusted advice that improves lives. Our professionals are leaders in a wide range of consulting disciplines and we are all bound together by our common mission.

3.2

Overall Excellence Rating

Industry

HR Services

Category

Management Consulting & HR Services

ESG/Ethical Impact

Segal Marco Advisors’ commitment to ESG sustainability can enhance client engagement by offering tailored ESG investment strategies that align with clients’ values and long-term financial goals. Integrating ESG factors into investment decisions can lead to improved risk-adjusted returns over the long term, as companies with strong ESG profiles are often better positioned to weather market volatility. Embracing ESG can bolster Segal Marco Advisors’ reputation and brand as a responsible and forward-thinking investment consultant, attracting clients who prioritize sustainability. ESG regulations are evolving globally. Staying abreast of these changes and helping clients navigate compliance requirements can be a valuable service and a source of differentiation. A commitment to ESG sustainability can attract top talent who are passionate about making a positive impact, enhancing the firm’s ability to serve its clients effectively. Assessing ESG risks in investment portfolios can help mitigate potential financial and reputational risks, safeguarding client assets. Active engagement with ESG-focused stakeholders, such as asset owners and regulators, can foster collaboration, influence industry standards, and contribute to better investment outcomes.

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Awards Received

2023

Revenues

$250,000,000.00

Website Traffic

Employee Rating

3.9

Customer Rating

4.6

Company Size

1000-5000

ESG Risk Rating

3

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