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.

Method

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Speciality

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Solution

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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  
Digital Assets MSCI ACWI January 2019 Equity
Dynamic Global ex-US Equity MSCI ACWI-ex U.S. January 2018 Equity
Dynamic Growth January 2004 Multi-Asset
Dynamic Total Return January 2006 Multi-Asset
Dynamic US 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
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 Emerging Markets Index January 2013 Equity
Focused Large Cap Growth Equity Russell 1000® Growth Index January 2014 Equity
FTSE RAFI US 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 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-US IMI MSCI ACWI ex-US IMI January 2012 Equity
MSCI ACWI ex-US 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 US 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 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 Emerging Markets Index January 2014 Equity
Ultra Short Government/Credit ICE BofAML 1-Year US Treasury Note January 1995 Fixed Income
US Aggregate Index Bloomberg® Barclays US Aggregate January 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℠ January 1987 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 Municipal - Intermediate Fixed Income Bloomberg® Barclays 3-5-7-10 Yrs Municipals Index January 1990 Fixed Income
US Municipal Bond - Short-Term Fixed Income Custom Index January 2002 Fixed Income
US Municipal Bond - Total Return Fixed Income Bloomberg® Barclays U.S. Municipals Index January 2009 Fixed Income
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 Strips 20+ Year Total Return Bond Index Bloomberg® Barclays U.S. Strips 20+ Year Index January 2015 Fixed Income
US TIPS Bloomberg® Barclays US TIPS Index January 2000 Fixed Income
US TIPS Index Bloomberg® Barclays US TIPS January 2003 Fixed Income