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 13 results:

Equity US Active
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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
Dynamic US Equity S&P 500® Index January 1989 Equity
Focused Large Cap Growth Equity Russell 1000® Growth Index 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 Equity Russell Midcap® Index January 1994 Equity
US Small Cap Growth Equity Russell 2000® Growth Index January 2001 Equity
US Small Cap Opportunistic 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 Equity Russell 2500™ Index January 1996 Equity