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 37 results:

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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
1-3 Year Government/Credit Index Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index January 2009 Fixed Income
Broad Market Stock Index Russell 3000® Index January 1993 Equity
Carbon Efficiency Russell 3000® Index January 2014 Equity
FTSE RAFI U.S. 1000 Index FTSE RAFI® US 1000 Index January 2010 Equity
High Quality Corporate Bond Custom Index January 2010 Fixed Income
High Quality Long Corporate Bond Bloomberg® Barclays U.S. 20+ Year Credit Corporate ex-Baa Index January 2009 Fixed Income
High Yield Beta Bloomberg® Barclays US Corporate High Yield January 2012 Fixed Income
Intermediate Credit Index Bloomberg® Barclays U.S. Intermediate Credit Index January 1993 Fixed Income
Intermediate Government Index Bloomberg® Barclays U.S. Intermediate Government Index January 1994 Fixed Income
Intermediate Government/Credit Index Bloomberg® Barclays U.S. Intermediate Government/Credit Index January 2012 Fixed Income
Large Cap Growth Stock Index Russell 1000® Growth Index January 1993 Equity
Large Cap Stock Index Russell 1000® Index January 1986 Equity
Large Cap Value Stock Index Russell 1000® Value Index January 1993 Equity
Long Government/Credit Index Bloomberg® Barclays U.S. Long Government/Credit Index January 2009 Fixed Income
Long Term Credit Index Bloomberg® Barclays U.S. Long Credit Index January 1993 Fixed Income
Long Term Government Index Bloomberg® Barclays US Long Government January 1994 Fixed Income
Long Treasury Index Bloomberg® Barclays U.S. Long Treasury Index January 1986 Fixed Income
Market Completion Stock Index Dow Jones U.S. Completion Total Market Index℠ January 1984 Equity
Mid Cap Stock Index S&P 400® Index January 2003 Equity
MSCI ACWI MSCI ACWI January 2011 Equity
MSCI ACWI ex-U.S. IMI MSCI ACWI ex-US IMI January 2012 Equity
MSCI ACWI ex-U.S. Index MSCI ACWI ex-U.S. January 2008 Equity
MSCI Canada Stock Index MSCI Canada Index January 2008 Equity
MSCI EAFE Index MSCI EAFE Index January 1998 Equity
MSCI Emerging Markets Index MSCI Emerging Markets Index January 2009 Equity
MSCI U.S. Stock Index MSCI USA Index January 2011 Equity
MSCI World Index MSCI World Index January 2011 Equity
REIT Index Dow Jones US Select REIT Index℠ January 2008 Equity
S&P 500 Index S&P 500® Index January 1983 Equity
S&P 600 Index S&P 600® Index January 2018 Equity
Small Cap Stock Index Russell 2000® Index January 1986 Equity
Small Cap Value Stock Index Russell 2000® Value January 2009 Equity
Smid Cap Stock Index Russell 2500™ Index January 1998 Equity
U.S. Aggregate Index Bloomberg® Barclays US Aggregate January 1990 Fixed Income
U.S. Equity Market Index Dow Jones US Total Market Index℠ January 1987 Equity
U.S. Strips 20+ Year Total Return Bond Index Bloomberg® Barclays U.S. Strips 20+ Year Index January 2015 Fixed Income
U.S. TIPS Index Bloomberg® Barclays US TIPS January 2003 Fixed Income