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.
Equity
Focused Large Cap Growth Equity
- BENCHMARK
- Russell 1000® Growth Index
- INCEPTION DATE
- April 2014
Equity
International Small Cap Equity
- BENCHMARK
- S&P Developed ex-U.S. SmallCap
- INCEPTION DATE
- January 1996
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 |
|---|---|---|---|
| Dynamic Global ex-U.S. Equity | MSCI ACWI-ex U.S. | January 2018 | Equity |
| Dynamic U.S. Equity | S&P 500® Index | January 1989 | Equity |
| 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 |
| Equity Income | S&P 500® Value Index | January 1998 | Equity |
| Euroland Small Cap Equity | S&P Eurozone Small Cap | January 1999 | Equity |
| Focused Emerging Markets Equity | MSCI EM -GD | January 2013 | Equity |
| Focused Large Cap Growth Equity | Russell 1000® Growth Index | January 2014 | Equity |
| 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 |
| Income Stock | S&P 500® Index | January 2011 | Equity |
| 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 |
| Mobility Innovation Equity | Custom Index | January 2018 | Equity |
| 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 |
| Smid Cap Stock Index | Russell 2500™ Index | January 1998 | Equity |
| Strategic Beta - Emerging Markets Equity | MSCI EM-ND | January 2014 | Equity |
| US Dynamic Large Cap Value | Russell 1000® Value Index | January 1994 | Equity |
| 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 |