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
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
Euro Core Plus Fixed Income
- BENCHMARK
- Bloomberg® Barclays Euro Aggregate
- INCEPTION DATE
- October 2001
Fixed Income
European Investment Grade Corporate (Euro Hedged)
- BENCHMARK
- ICE BofAML Euro Corporate Hedged
- INCEPTION DATE
- July 2000
Equity
Focused Large Cap Growth Equity
- BENCHMARK
- Russell 1000® Growth Index
- INCEPTION DATE
- April 2014
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 Fixed Income
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals
- INCEPTION DATE
- April 2009
Multi-Asset
Risk Parity
- BENCHMARK
- INCEPTION DATE
- March 2012
Multi-Asset
Trend
- BENCHMARK
- INCEPTION DATE
- April 2014
Fixed Income
U.S. Aggregate Index
- BENCHMARK
- Bloomberg® Barclays US Aggregate
- INCEPTION DATE
- June 1990
Equity
U.S. Equity Market Index
- BENCHMARK
- Dow Jones US Total Market Index℠
- INCEPTION DATE
- November 1987
Fixed Income
U.S. Municipal Bond - Short-Term Fixed Income
- BENCHMARK
- Custom Index
- INCEPTION DATE
- May 2002
Fixed Income
Ultra Short Government/Credit
- BENCHMARK
- ICE BofAML 1-Year US Treasury Note
- INCEPTION DATE
- November 1995
Fixed Income
US Investment Grade Corporate
- BENCHMARK
- Bloomberg® Barclays US Corporate Investment Grade
- INCEPTION DATE
- April 2000
Equity
US Mid Cap Opportunistic Value Equity
- BENCHMARK
- Russell Midcap® Index
- INCEPTION DATE
- January 1994
Equity
US Small Cap Opportunistic Value Equity
- BENCHMARK
- Russell 2000® Index
- INCEPTION DATE
- January 1994
| 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 | January 1994 | Fixed Income |
| 1-3 Year Government/Credit Index | Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index | January 2009 | Fixed Income |
| 1-5 Year Government/Credit | Bloomberg® Barclays U.S. 1-5 Year Government/Credit Index | January 1990 | Fixed Income |
| Broad Market Stock Index | Russell 3000® Index | January 1993 | Equity |
| Carbon Efficiency | Russell 3000® Index | January 2014 | Equity |
| Commodity Alpha Long-Bias | Bloomberg® Commodity Index Total Return | January 2010 | |
| Dynamic Global ex-U.S. Equity | MSCI ACWI-ex U.S. | January 2018 | Equity |
| Dynamic Growth | January 2004 | Multi-Asset | |
| Dynamic Total Return | January 2006 | Multi-Asset | |
| Dynamic U.S. Equity | S&P 500® Index | January 1989 | Equity |
| Emerging Markets Debt - Local Currency | JPM GBI-EM Global Diversified | January 2006 | Fixed Income |
| Emerging Markets Debt - Opportunistic | EMD Opportunistic Custom Benchmark | January 2011 | Fixed Income |
| Emerging Markets Debt - US$ Denominated | JPM EMBI Global | January 2011 | Fixed Income |
| Emerging Markets Equity | MSCI Emerging Markets Index | January 2005 | Equity |
| Emerging Markets Small Cap Equity | MSCI Emerging Markets Small Cap Index | January 2016 | Equity |
| Emerging Markets Value Equity | MSCI Emerging Markets Index | January 1995 | Equity |
| Enhanced Cash | FTSE® 3-Month US T-Bill | January 1988 | Fixed Income |
| Equity Income | S&P 500® Value Index | January 1998 | Equity |
| Euro Core Plus Fixed Income | Bloomberg® Barclays Euro Aggregate | January 2001 | Fixed Income |
| Euroland Small Cap Equity | S&P Eurozone Small Cap | January 1999 | Equity |
| European Investment Grade Corporate (Euro Hedged) | ICE BofAML Euro Corporate Hedged | January 2000 | Fixed Income |
| Focused Emerging Markets Equity | MSCI EM -GD | January 2013 | Equity |
| Focused Large Cap Growth Equity | Russell 1000® Growth Index | January 2014 | Equity |
| FTSE RAFI U.S. 1000 Index | FTSE RAFI® US 1000 Index | January 2010 | Equity |
| Global Core - US$ Hedged | Bloomberg® Barclays Global Aggregate Hedged (USD) | January 1998 | Fixed Income |
| Global Core Plus - US$ Hedged | Bloomberg® Barclays Global Aggregate Hedged (USD) | January 1991 | Fixed Income |
| Global Infrastructure Dividend Focus Equity | S&P Global Infrastructure (USD) Hedged Index | January 2011 | Equity |
| Global Natural Resources Equity | S&P Global Natural Resources Index | January 2008 | Equity |
| Global TIPS | ICE BofAML Global Government Inflation-Linked | January 2008 | Fixed Income |
| High Quality Corporate Bond | Custom Index | January 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 | January 2012 | Fixed Income |
| Income Stock | S&P 500® Index | January 2011 | Equity |
| Intermediate Credit Index | Bloomberg® Barclays U.S. Intermediate Credit Index | January 1993 | Fixed Income |
| Intermediate Government Index | Bloomberg® Barclays U.S. Intermediate Government Index | January 1994 | Fixed Income |
| Intermediate Government/Credit Index | Bloomberg® Barclays U.S. Intermediate Government/Credit Index | January 2012 | 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 | January 2017 | Equity |
| Large Cap Growth Stock Index | Russell 1000® Growth Index | January 1993 | Equity |
| Large Cap Stock Index | Russell 1000® Index | January 1986 | Equity |
| Large Cap Value Stock Index | Russell 1000® Value Index | January 1993 | Equity |
| Long Government/Credit Index | Bloomberg® Barclays U.S. Long Government/Credit Index | January 2009 | Fixed Income |
| Long Term Credit Index | Bloomberg® Barclays U.S. Long Credit Index | January 1993 | Fixed Income |
| Long Term Government Index | Bloomberg® Barclays US Long Government | January 1994 | Fixed Income |
| Long Treasury Index | Bloomberg® Barclays U.S. Long Treasury Index | January 1986 | Fixed Income |
| Market Completion Stock Index | Dow Jones U.S. Completion Total Market Index℠ | January 1984 | Equity |
| Mid Cap Stock Index | S&P 400® Index | January 2003 | Equity |
| Mobility Innovation Equity | Custom Index | January 2018 | Equity |
| MSCI ACWI | MSCI ACWI | January 2011 | Equity |
| MSCI ACWI ex-U.S. IMI | MSCI ACWI ex-US IMI | January 2012 | Equity |
| MSCI ACWI ex-U.S. Index | MSCI ACWI ex-U.S. | January 2008 | Equity |
| MSCI Canada Stock Index | MSCI Canada Index | January 2008 | Equity |
| MSCI EAFE Index | MSCI EAFE Index | January 1998 | Equity |
| MSCI Emerging Markets Index | MSCI Emerging Markets Index | January 2009 | Equity |
| MSCI U.S. Stock Index | MSCI USA Index | January 2011 | Equity |
| MSCI World Index | MSCI World Index | January 2011 | Equity |
| Muni Enhanced Yield Fixed Income | Custom Index | January 2012 | Fixed Income |
| Municipal High Yield Fixed Income | Bloomberg® Barclays U.S. Municipals | January 2009 | Fixed Income |
| Opportunistic Alpha | Citigroup 3-Month Treasury Bill Index | January 2008 | Equity |
| Opportunistic Appreciation | January 2015 | Equity | |
| Opportunistic Investor | S&P 500® Index | January 2015 | Equity |
| REIT Index | Dow Jones US Select REIT Index℠ | January 2008 | Equity |
| Risk Parity | January 2012 | Multi-Asset | |
| Risk Parity DRQ | January 2016 | Multi-Asset | |
| S&P 500 Index | S&P 500® Index | January 1983 | Equity |
| S&P 600 Index | S&P 600® Index | January 2018 | Equity |
| Small Cap Stock Index | Russell 2000® Index | January 1986 | Equity |
| Small Cap Value Stock Index | Russell 2000® Value | January 2009 | Equity |
| Smid Cap Stock Index | Russell 2500™ Index | January 1998 | Equity |
| Stable Value | ICE BofAML US 3-Month Treasury Bill | January 1987 | Fixed Income |
| STIF | FTSE® 3-Month T-Bill | January 1988 | Fixed Income |
| Strategic Beta - Emerging Markets Equity | MSCI EM-ND | January 2014 | Equity |
| Trend | January 2014 | Multi-Asset | |
| U.S. Aggregate Index | Bloomberg® Barclays US Aggregate | January 1990 | Fixed Income |
| U.S. Equity Market Index | Dow Jones US Total Market Index℠ | January 1987 | Equity |
| U.S. Municipal - Intermediate Fixed Income | Bloomberg® Barclays 3-5-7-10 Yrs Municipasl Index | January 1990 | Fixed Income |
| U.S. Municipal Bond - Short-Term Fixed Income | Custom Index | January 2002 | Fixed Income |
| U.S. Municipal Bond - Total Return Fixed Income | Bloomberg® Barclays U.S. Municipals Index | January 2009 | Fixed Income |
| U.S. Strips 20+ Year Total Return Bond Index | Bloomberg® Barclays U.S. Strips 20+ Year Index | January 2015 | Fixed Income |
| U.S. TIPS Index | Bloomberg® Barclays US TIPS | January 2003 | Fixed Income |
| Ultra Short Government/Credit | ICE BofAML 1-Year US Treasury Note | January 1995 | Fixed Income |
| US Dynamic Large Cap Value | Russell 1000® Value Index | January 1994 | Equity |
| US Investment Grade Corporate | Bloomberg® Barclays US Corporate Investment Grade | January 2000 | Fixed Income |
| US Investment Grade Corporate - Intermediate Duration | Bloomberg® Barclays U..S Intermediate/Credit Index | January 2006 | Fixed Income |
| US Large Cap Core Equity | S&P 500® Index | January 1994 | Equity |
| US Large Cap Equity | S&P 500® Index | January 2008 | Equity |
| US Large Cap Growth Equity | Russell 1000® Growth Index | January 2005 | Equity |
| US Mid Cap Growth Equity | Russell Midcap® Growth Index | January 2010 | Equity |
| US Mid Cap Opportunistic Value Equity | Russell Midcap® Index | January 1994 | Equity |
| US Small Cap Growth Equity | Russell 2000® Growth Index | January 2001 | Equity |
| US Small Cap Opportunistic Value Equity | Russell 2000® Index | January 1994 | Equity |
| US Small Cap Value Equity | Russell 2000® Value Index | January 1999 | Equity |
| US Small Mid Cap Growth Equity | Russell 2500™ Growth Index | January 2003 | Equity |
| US Small Mid Cap Opportunistic Value Equity | Russell 2500™ Index | January 1996 | Equity |
| US TIPS | Bloomberg® Barclays US TIPS Index | January 2000 | Fixed Income |