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
Emerging Markets Debt Local Currency Beta
- BENCHMARK
- JPM GBI EM Global Diversified Index
- INCEPTION DATE
- October 2019
Fixed Income
Intermediate Credit Index
- BENCHMARK
- Bloomberg® Barclays U.S. Intermediate Credit Index
- INCEPTION DATE
- September 1993
Fixed Income
Long Term Credit Index
- BENCHMARK
- Bloomberg® Barclays U.S. Long Credit Index
- INCEPTION DATE
- September 1993
Fixed Income
Long Term Government Index
- BENCHMARK
- Bloomberg® Barclays US Long Government
- INCEPTION DATE
- May 1994
Fixed Income
Long Treasury Index
- BENCHMARK
- Bloomberg® Barclays U.S. Long Treasury Index
- INCEPTION DATE
- April 1986
| 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 Index | Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index | November 2009 | Fixed Income |
| Broad Market Stock Index | Russell 3000® Index | March 1993 | Equity |
| Carbon Efficiency | Russell 3000® Index | October 2014 | Equity |
| Emerging Markets Debt Local Currency Beta | JPM GBI EM Global Diversified Index | October 2019 | Fixed Income |
| FTSE RAFI US 1000 Index | FTSE RAFI® US 1000 Index | June 2010 | Equity |
| Global High Yield Beta | Bloomberg® Barclays Global High Yield Total Return Index | September 2020 | Fixed Income |
| Intermediate Credit Index | Bloomberg® Barclays U.S. Intermediate Credit Index | September 1993 | Fixed Income |
| Intermediate Government Index | Bloomberg® Barclays U.S. Intermediate Government Index | May 1994 | Fixed Income |
| Intermediate Government/Credit Index | Bloomberg® Barclays U.S. Intermediate Government/Credit Index | June 2003 | Fixed Income |
| Large Cap Growth Stock Index | Russell 1000® Growth Index | April 1993 | Equity |
| Large Cap Stock Index | Russell 1000® Index | December 1986 | Equity |
| Large Cap Value Stock Index | Russell 1000® Value Index | April 1993 | Equity |
| Long Government/Credit Index | Bloomberg® Barclays U.S. Long Government/Credit Index | March 2009 | Fixed Income |
| Long Term Credit Index | Bloomberg® Barclays U.S. Long Credit Index | September 1993 | Fixed Income |
| Long Term Government Index | Bloomberg® Barclays US Long Government | May 1994 | Fixed Income |
| Long Treasury Index | Bloomberg® Barclays U.S. Long Treasury Index | April 1986 | Fixed Income |
| Market Completion Stock Index | Dow Jones U.S. Completion Total Market Index℠ | May 1984 | Equity |
| Mid Cap Stock Index | S&P 400® Index | October 1995 | Equity |
| MSCI ACWI | MSCI ACWI | September 2010 | Equity |
| MSCI ACWI ex-US IMI | MSCI ACWI ex-US IMI | September 2012 | Equity |
| MSCI ACWI ex-US Index | MSCI ACWI ex-U.S. | June 2008 | Equity |
| MSCI Canada Stock Index | MSCI Canada Index | June 2008 | Equity |
| MSCI EAFE Index | MSCI EAFE Index | May 1992 | Equity |
| MSCI Emerging Markets Index | MSCI Emerging Markets Index | July 2009 | Equity |
| MSCI US Stock Index | MSCI USA Index | April 2008 | Equity |
| MSCI World Index | MSCI World Index | April 2008 | Equity |
| REIT Index | Dow Jones US Select REIT Index℠ | December 2008 | Equity |
| S&P 500 Index | S&P 500® Index | September 1989 | Equity |
| S&P 600 Index | S&P 600® Index | June 1997 | Equity |
| Small Cap Stock Index | Russell 2000® Index | August 1986 | Equity |
| Small Cap Value Stock Index | Russell 2000® Value | October 2009 | Equity |
| Smid Cap Stock Index | Russell 2500™ Index | November 2006 | Equity |
| US Aggregate Index | Bloomberg® Barclays US Aggregate | June 1990 | Fixed Income |
| US Equity Market Index | Dow Jones US Total Market Index℠ | November 1987 | Equity |
| US High Quality Corporate Beta | Custom Index | March 2010 | Fixed Income |
| US High Quality Long Corporate Beta | Bloomberg® Barclays U.S. 20+ Year Credit Corporate ex-Baa Index | January 2009 | Fixed Income |
| US Strips 20+ Year Total Return Bond Index | Bloomberg® Barclays U.S. Strips 20+ Year Index | June 2015 | Fixed Income |
| US TIPS Index | Bloomberg® Barclays US TIPS | June 2002 | Fixed Income |