Boston Partners Global Investors
advisor36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served73+7 YoYRank #272 of mapped providers
Assets under administration$126.1B0.1%Market share · rank #107
Fees received$17MMedian $149,133/planSum across Schedule C direct + indirect
Net wins YoY+714 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Boston Partners Global Investors plan look like?
Service mix · median fees per plan
Count of plans where Boston Partners Global Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 28 | 55 | $173,006 | |
Investment management fees paid indirectly by planCode 52 | 7 | $13,677 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment advisory (plan)Code 27 | 5 | $107,018 | |
Investment management fees paid directly by plan; Securities brokerage commissions and feesCode 51 | 3 | $153,868 | |
Securities brokerage commissions and feesCode 71 | 2 | $5,537 | |
Custodial (securities); Direct payment from the plan; Investment management fees paid directly by plan; Investment managementCode 19 | 1 | $267,978 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $13,187 | |
Direct payment from the plan; Other servicesCode 49 | 1 | $298,391 |
Competitor overlap
Percent of Boston Partners Global Investors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Boston Partners Global Investors.
| Sponsor | From | Assets |
|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | MICHELLE BONHAM | $7.2B |
NEXTERA ENERGY, INC.FL · 592449419-001 | Mackay Shields LLC | $5.3B |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | PNC Bank | $335M |
VERIZON COMMUNICATIONS INC.NJ · 232259884-105 | Fidelity Investments | $316M |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | SSGA 20+ US STRIPS NON-LEND FD | $241M |
BD OF TEES OF NECA LU NO 313 IBEW PENSION PLANPA · 516025969-001 | Jennings & Sigmond | $234M |
ACF INDUSTRIES, LLCMO · 200078940-001 | Martin & Company | $133M |
BOARD OF TRUSTEES OF LABORERS 785 PENSION PLANNY · 166062418-001 | Bank of America | $118M |
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLANNY · 237114547-001 | Atalanta Sosnoff | $103M |
SHOPMEN IRON WORKERS LOCAL 502 BOARD OF TRUSTEES PENSION FUNDPA · 236529457-001 | Vanguard | $75M |
Plans lost in 2024
Appeared last year under Boston Partners Global Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | Morgan Stanley | $27.8B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | PDC ADMINISTRATIVE FUND | $445M |
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUNDWI · 396185238-001 | BPA of Wisconsin | $262M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENTIL · 361408475-333 | WTW | $158M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-007 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $387,537 | 8y | 1 |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 4y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $282,902 | 7y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 1y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $333,899 | 4y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $916,028 | 1y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $426,725 | 2y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $846,655 | 10y | - |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $444,407 | 9y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $766,198 | 9y | 1 |
Flag exposure
94.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (36)
Raw Schedule C names collapsed into Boston Partners Global Investors.
- ASF IX
- ASF VI
- ASF VI GP LIMITED
- ASF VII
- ASF VII B L.P
- ASF VII GP LIMITED
- ASF VIII LP LIMITED
- ASHBRIDGE TRANS SEC FUND II LP
- ASHE BENEFITS 401(K) ADV. SERVICES
- ASHER GITTLER & D'ABLA
- BOSTON PARTNER GLOBAL (ROBECO)
- BOSTON PARTNERS
- BOSTON PARTNERS (ROBECO INV. MGMT.)
- BOSTON PARTNERS ASSET MANAGEMENT
- BOSTON PARTNERS ASSET MANAGEMENT LP
- BOSTON PARTNERS ASSET MGMT
- BOSTON PARTNERS C/O MERRILL LYNCH
- BOSTON PARTNERS GLBL INVESTORS INC
- BOSTON PARTNERS GLBL INVESTORS INC.
- BOSTON PARTNERS GLBL INVESTORS, INC
- BOSTON PARTNERS GLOBAL (ROBECO)
- BOSTON PARTNERS GLOBAL EQUITY FUND
- BOSTON PARTNERS GLOBAL INVEST, INC.
- BOSTON PARTNERS GLOBAL INVESTORS
- BOSTON PARTNERS GLOBAL INVESTORS IN
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Boston Partners Global Investors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 2.74% | 7.76% | -5.02 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 2.74% | 1.76% | +0.98 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Boston Partners Global Investors. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Boston Partners Global Investors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barnes, Iaccarino & Sheperd LLP | 4 | 5.5% |
| Morgan Lewis & Bockius LLP | 4 | 5.5% |
| Proskauer Rose LLP | 4 | 5.5% |
| Feinberg Dumont & Brennan | 3 | 4.1% |
| Saltzman & Johnson Law Corporation | 3 | 4.1% |
| Stranch, Jennings & Garvey | 3 | 4.1% |
| YOSHIDA & ASSOCIATES | 3 | 4.1% |
| Bredhoff & Kaiser PLLC | 2 | 2.7% |
| Colleran O'Hara & Mills LLP | 2 | 2.7% |
| Ledbetter & Parisi LLC | 2 | 2.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).