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.
Fixed Income
Efficient Beta Fallen Angels
- BENCHMARK
- Bloomberg® Barclays Fallen Angel 3% Cap Index
- INCEPTION DATE
- December 2019
Fixed Income
Emerging Markets Debt - Local Currency
- BENCHMARK
- JPM GBI-EM Global Diversified
- INCEPTION DATE
- June 2006
Fixed Income
Emerging Markets Debt - Opportunistic
- BENCHMARK
- EMD Opportunistic Custom Benchmark
- INCEPTION DATE
- April 2011
Fixed Income
Emerging Markets Debt - US$ Denominated
- BENCHMARK
- JPM EMBI Global
- INCEPTION DATE
- April 2011
Fixed Income
Emerging Markets Debt Local Currency Beta
- BENCHMARK
- JPM GBI EM Global Diversified Index
- INCEPTION DATE
- October 2019
Fixed Income
Euro Core Plus Fixed Income
- BENCHMARK
- Bloomberg® Barclays Euro Aggregate
- INCEPTION DATE
- October 2001
Equity
Focused Emerging Markets Equity
- BENCHMARK
- MSCI Emerging Markets Index
- INCEPTION DATE
- August 2013
Fixed Income
Global Core - US$ Hedged
- BENCHMARK
- Bloomberg® Barclays Global Aggregate Hedged (USD)
- INCEPTION DATE
- December 1998
Fixed Income
Global Core Plus - US$ Hedged
- BENCHMARK
- Bloomberg® Barclays Global Aggregate Hedged (USD)
- INCEPTION DATE
- March 1991
Fixed Income
Global TIPS
- BENCHMARK
- ICE BofAML Global Government Inflation-Linked
- INCEPTION DATE
- October 2008
Fixed Income
High Yield Beta
- BENCHMARK
- Bloomberg® Barclays US Corporate High Yield
- INCEPTION DATE
- September 2012
Fixed Income
Intermediate Credit Index
- BENCHMARK
- Bloomberg® Barclays U.S. Intermediate Credit Index
- INCEPTION DATE
- September 1993
Equity
International Small Cap Equity
- BENCHMARK
- S&P Developed ex-U.S. SmallCap
- INCEPTION DATE
- January 1996
Fixed Income
Long Term Credit Index
- BENCHMARK
- Bloomberg® Barclays U.S. Long Credit Index
- INCEPTION DATE
- September 1993
Fixed Income
Long Term Government Index
- BENCHMARK
- Bloomberg® Barclays US Long Government
- INCEPTION DATE
- May 1994
Fixed Income
Long Treasury Index
- BENCHMARK
- Bloomberg® Barclays U.S. Long Treasury Index
- INCEPTION DATE
- April 1986
Fixed Income
Municipal High Yield
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals
- INCEPTION DATE
- April 2009
Multi-Asset
Risk Parity
- BENCHMARK
- INCEPTION DATE
- March 2012
Fixed Income
Total Return US Municipal Bond
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals Index
- INCEPTION DATE
- April 2009
Fixed Income
Ultra Short Government/Credit
- BENCHMARK
- ICE BofAML 1-Year US Treasury Note
- INCEPTION DATE
- November 1995
Equity
US Equity Market Index
- BENCHMARK
- Dow Jones US Total Market Index℠
- INCEPTION DATE
- November 1987
Fixed Income
US Investment Grade Corporate
- BENCHMARK
- Bloomberg® Barclays US Corporate Investment Grade
- INCEPTION DATE
- April 2000
Equity
US Small Mid Cap Growth Equity
- BENCHMARK
- Russell 2500™ Growth Index
- INCEPTION DATE
- April 2003
| 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 |