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
Efficient Beta Fallen Angels
- BENCHMARK
- Bloomberg Barclays Fallen Angel 3% Cap Index
- INCEPTION DATE
- December 2019
Fixed Income
High Yield Beta
- BENCHMARK
- Bloomberg® Barclays US Corporate High Yield
- INCEPTION DATE
- September 2012
Fixed Income
Municipal High Yield Fixed Income
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals
- INCEPTION DATE
- April 2009
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
| 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 |
| 1-5 Year Government/Credit | Bloomberg® Barclays U.S. 1-5 Year Government/Credit Index | January 1990 | Fixed Income |
| Efficient Beta Fallen Angels | Bloomberg Barclays Fallen Angel 3% Cap Index | January 2019 | Fixed Income |
| Enhanced Cash | FTSE® 3-Month US T-Bill | January 1988 | Fixed Income |
| High Yield Beta | Bloomberg® Barclays US Corporate High Yield | January 2012 | Fixed Income |
| 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 |
| Stable Value | ICE BofAML US 3-Month Treasury Bill | January 1987 | Fixed Income |
| STIF | FTSE® 3-Month T-Bill | January 1988 | Fixed Income |
| Ultra Short Government/Credit | ICE BofAML 1-Year US Treasury Note | January 1995 | Fixed Income |
| 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 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 TIPS | Bloomberg® Barclays US TIPS Index | January 2000 | Fixed Income |