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 34 results:

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
FTSE RAFI US 1000 Index FTSE RAFI® US 1000 Index June 2010 Equity
Green Beta Carbon Efficiency Russell 3000® Index October 2014 Equity
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 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