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.
| 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 | August 1989 | Equity |
| Equity Income | Russell 1000® Value Index | May 1998 | Equity |
| Income Stock | S&P 500® Index | April 2011 | Equity |
| Large Cap Core Equity Income | S&P 500® Index | July 2006 | 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 | 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 |