Strategies

 Strategies

We take a partnership investment approach to develop strategies that provide integrated solutions for specific client needs. Our investment strategies blend qualitative insights and interpretations of macro trends with quantitative models, data and analysis to uncover opportunities in the pursuit of customized client outcomes.

Backed by quality research, a robust infrastructure and integrated systems and processes, our investment disciplines include active equity, active fixed income, index, smart beta and multi-asset and multi-factor investing.

Client investment challenges inspire us. Clients drive what we do.

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Showing 97 results

Strategy Name arrow_drop_up arrow_drop_down Benchmark arrow_drop_up arrow_drop_down Inception arrow_drop_up arrow_drop_down Asset Class arrow_drop_up arrow_drop_down
1-3 Year Government/Credit Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index April 1994 Fixed Income
1-3 Year Government/Credit Index Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index November 2009 Fixed Income
1-5 Year Government/Credit Bloomberg® Barclays U.S. 1-5 Year Government/Credit Index August 1990 Fixed Income
Blockchain Innovation MSCI ACWI March 2019 Equity
Broad Market Stock Index Russell 3000® Index March 1993 Equity
Carbon Efficiency Russell 3000® Index October 2014 Equity
Commodity Alpha Long-Bias Bloomberg® Commodity Index Total Return April 2010  
Dynamic Global ex-US Equity MSCI ACWI-ex U.S. July 2018 Equity
Dynamic Growth January 2004 Multi-Asset
Dynamic Total Return May 2006 Multi-Asset
Dynamic US Equity S&P 500® Index August 1989 Equity
Efficient Beta Fallen Angels Bloomberg® Barclays Fallen Angel 3% Cap Index December 2019 Fixed Income
Emerging Markets Debt - Local Currency JPM GBI-EM Global Diversified June 2006 Fixed Income
Emerging Markets Debt - Opportunistic EMD Opportunistic Custom Benchmark April 2011 Fixed Income
Emerging Markets Debt - US$ Denominated JPM EMBI Global April 2011 Fixed Income
Emerging Markets Debt Local Currency Beta JPM GBI EM Global Diversified Index October 2019 Fixed Income
Emerging Markets Equity MSCI Emerging Markets Index August 2005 Equity
Emerging Markets Small Cap Equity MSCI Emerging Markets Small Cap Index January 2016 Equity
Enhanced Cash FTSE® 3-Month US T-Bill January 1988 Fixed Income
Enhanced Yield US Municipal Bond Custom Index February 2012 Fixed Income
Equity Income S&P 500® Value Index May 1998 Equity
Euro Core Plus Fixed Income Bloomberg® Barclays Euro Aggregate October 2001 Fixed Income
Euroland Small Cap Equity S&P Eurozone Small Cap July 1999 Equity
Focused Emerging Markets Equity MSCI Emerging Markets Index August 2013 Equity
FTSE RAFI US 1000 Index FTSE RAFI® US 1000 Index June 2010 Equity
Global Core - US$ Hedged Bloomberg® Barclays Global Aggregate Hedged (USD) December 1998 Fixed Income
Global Core Plus - US$ Hedged Bloomberg® Barclays Global Aggregate Hedged (USD) March 1991 Fixed Income
Global First Decade Innovators MSCI ACWI SMID April 2019 Equity
Global Healthcare REIT Custom Index December 2015 Equity
Global High Yield Beta Bloomberg® Barclays Global High Yield Total Return Index September 2020 Fixed Income
Global Infrastructure Dividend Focus Equity S&P Global Infrastructure Index August 2011 Equity
Global Investment Grade Beta Plus Bloomberg® Barclays Global Aggregate Total Return Index March 2020 Fixed Income
Global Natural Resources Equity S&P Global Natural Resources Index July 2008 Equity
Global TIPS ICE BofAML Global Government Inflation-Linked October 2008 Fixed Income
High Quality Corporate Bond Custom Index March 2010 Fixed Income
High Quality Long Corporate Bond Bloomberg® Barclays U.S. 20+ Year Credit Corporate ex-Baa Index January 2009 Fixed Income
High Yield Beta Bloomberg® Barclays US Corporate High Yield September 2012 Fixed Income
Income Stock S&P 500® Index April 2011 Equity
Intermediate Credit Index Bloomberg® Barclays U.S. Intermediate Credit Index September 1993 Fixed Income
Intermediate Government Index Bloomberg® Barclays U.S. Intermediate Government Index May 1994 Fixed Income
Intermediate Government/Credit Index Bloomberg® Barclays U.S. Intermediate Government/Credit Index June 2003 Fixed Income
Intermediate US Municipal Bond Bloomberg® Barclays 3-5-7-10 Yrs Municipals Index January 1990 Fixed Income
International Equity MSCI EAFE Index January 1997 Equity
International Small Cap Equity S&P Developed ex-U.S. SmallCap January 1996 Equity
Internet of Things Custom Index May 2017 Equity
Large Cap Growth Stock Index Russell 1000® Growth Index April 1993 Equity
Large Cap Stock Index Russell 1000® Index December 1986 Equity
Large Cap Value Stock Index Russell 1000® Value Index April 1993 Equity
Long Government/Credit Index Bloomberg® Barclays U.S. Long Government/Credit Index March 2009 Fixed Income
Long Term Credit Index Bloomberg® Barclays U.S. Long Credit Index September 1993 Fixed Income
Long Term Government Index Bloomberg® Barclays US Long Government May 1994 Fixed Income
Long Treasury Index Bloomberg® Barclays U.S. Long Treasury Index April 1986 Fixed Income
Market Completion Stock Index Dow Jones U.S. Completion Total Market Index℠ May 1984 Equity
Mid Cap Stock Index S&P 400® Index October 1995 Equity
Mobility Innovation Equity Custom Index February 2018 Equity
MSCI ACWI MSCI ACWI September 2010 Equity
MSCI ACWI ex-US IMI MSCI ACWI ex-US IMI September 2012 Equity
MSCI ACWI ex-US Index MSCI ACWI ex-U.S. June 2008 Equity
MSCI Canada Stock Index MSCI Canada Index June 2008 Equity
MSCI EAFE Index MSCI EAFE Index May 1992 Equity
MSCI Emerging Markets Index MSCI Emerging Markets Index July 2009 Equity
MSCI US Stock Index MSCI USA Index April 2008 Equity
MSCI World Index MSCI World Index April 2008 Equity
Municipal High Yield Bloomberg® Barclays U.S. Municipals April 2009 Fixed Income
Opportunistic Investor S&P 500® Index April 2015 Equity
REIT Index Dow Jones US Select REIT Index℠ December 2008 Equity
Risk Parity March 2012 Multi-Asset
Risk Parity DRQ May 2016 Multi-Asset
Risk Parity Index April 2019 Multi-Asset
S&P 500 Index S&P 500® Index September 1989 Equity
S&P 600 Index S&P 600® Index June 1997 Equity
Short Term US Municipal Bond Custom Index May 2002 Fixed Income
Small Cap Stock Index Russell 2000® Index August 1986 Equity
Small Cap Value Stock Index Russell 2000® Value October 2009 Equity
Smid Cap Stock Index Russell 2500™ Index November 2006 Equity
Stable Value ICE BofAML US 3-Month Treasury Bill January 1987 Fixed Income
STIF FTSE® 3-Month T-Bill January 1988 Fixed Income
Total Return US Municipal Bond Bloomberg® Barclays U.S. Municipals Index April 2009 Fixed Income
Ultra Short Government/Credit ICE BofAML 1-Year US Treasury Note November 1995 Fixed Income
US Aggregate Index Bloomberg® Barclays US Aggregate June 1990 Fixed Income
US Dynamic Large Cap Value Russell 1000® Value Index January 1994 Equity
US Equity Market Index Dow Jones US Total Market Index℠ November 1987 Equity
US Investment Grade Corporate Bloomberg® Barclays US Corporate Investment Grade April 2000 Fixed Income
US Investment Grade Corporate - Intermediate Duration Bloomberg® Barclays U.S. Intermediate/Credit Index April 2006 Fixed Income
US Large Cap Core Equity S&P 500® Index January 1994 Equity
US Large Cap Equity S&P 500® Index December 2008 Equity
US Large Cap Growth Equity Russell 1000® Growth Index July 2005 Equity
US Mid Cap Growth Equity Russell Midcap® Growth Index April 2010 Equity
US Mid Cap Opportunistic Equity Russell Midcap® Index January 1994 Equity
US Small Cap Growth Equity Russell 2000® Growth Index June 2001 Equity
US Small Cap Opportunistic Equity Russell 2000® Index January 1994 Equity
US Small Cap Value Equity Russell 2000® Value Index February 1999 Equity
US Small Mid Cap Growth Equity Russell 2500™ Growth Index April 2003 Equity
US Small Mid Cap Opportunistic Equity Russell 2500™ Index October 1996 Equity
US Strips 20+ Year Total Return Bond Index Bloomberg® Barclays U.S. Strips 20+ Year Index June 2015 Fixed Income
US TIPS Bloomberg® Barclays US TIPS Index June 2000 Fixed Income
US TIPS Index Bloomberg® Barclays US TIPS June 2002 Fixed Income