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 34 results:

Passive
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Fixed Income

1-3 Year Government/Credit Index

BENCHMARK
Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index
INCEPTION DATE
November 2009

Equity

Broad Market Stock Index

BENCHMARK
Russell 3000® Index
INCEPTION DATE
March 1993

Equity

Carbon Efficiency

BENCHMARK
Russell 3000® Index
INCEPTION DATE
October 2014

Equity

FTSE RAFI U.S. 1000 Index

BENCHMARK
FTSE RAFI® US 1000 Index
INCEPTION DATE
June 2010

Fixed Income

High Yield Beta

BENCHMARK
Bloomberg® Barclays US Corporate High Yield
INCEPTION DATE
September 2012

Fixed Income

Intermediate Credit Index

BENCHMARK
Bloomberg® Barclays U.S. Intermediate Credit Index
INCEPTION DATE
September 1993

Fixed Income

Intermediate Government Index

BENCHMARK
Bloomberg® Barclays U.S. Intermediate Government Index
INCEPTION DATE
May 1994

Fixed Income

Intermediate Government/Credit Index

BENCHMARK
Bloomberg® Barclays U.S. Intermediate Government/Credit Index
INCEPTION DATE
December 2012

Equity

Large Cap Growth Stock Index

BENCHMARK
Russell 1000® Growth Index
INCEPTION DATE
April 1993

Equity

Large Cap Stock Index

BENCHMARK
Russell 1000® Index
INCEPTION DATE
December 1986

Equity

Large Cap Value Stock Index

BENCHMARK
Russell 1000® Value Index
INCEPTION DATE
April 1993

Fixed Income

Long Government/Credit Index

BENCHMARK
Bloomberg® Barclays U.S. Long Government/Credit Index
INCEPTION DATE
March 2009

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

Equity

Market Completion Stock Index

BENCHMARK
Dow Jones U.S. Completion Total Market Index℠
INCEPTION DATE
May 1984

Equity

Mid Cap Stock Index

BENCHMARK
S&P 400® Index
INCEPTION DATE
August 2003

Equity

MSCI ACWI

BENCHMARK
MSCI ACWI
INCEPTION DATE
August 2011

Equity

MSCI ACWI ex-U.S. IMI

BENCHMARK
MSCI ACWI ex-US IMI
INCEPTION DATE
September 2012

Equity

MSCI ACWI ex-U.S. Index

BENCHMARK
MSCI ACWI ex-U.S.
INCEPTION DATE
June 2008

Equity

MSCI Canada Stock Index

BENCHMARK
MSCI Canada Index
INCEPTION DATE
June 2008

Equity

MSCI EAFE Index

BENCHMARK
MSCI EAFE Index
INCEPTION DATE
August 1998

Equity

MSCI Emerging Markets Index

BENCHMARK
MSCI Emerging Markets Index
INCEPTION DATE
July 2009

Equity

MSCI U.S. Stock Index

BENCHMARK
MSCI USA Index
INCEPTION DATE
August 2011

Equity

MSCI World Index

BENCHMARK
MSCI World Index
INCEPTION DATE
August 2011

Equity

REIT Index

BENCHMARK
Dow Jones US Select REIT Index℠
INCEPTION DATE
December 2008

Equity

S&P 500 Index

BENCHMARK
S&P 500® Index
INCEPTION DATE
September 1983

Equity

S&P 600 Index

BENCHMARK
S&P 600® Index
INCEPTION DATE
September 2018

Equity

Small Cap Stock Index

BENCHMARK
Russell 2000® Index
INCEPTION DATE
August 1986

Equity

Small Cap Value Stock Index

BENCHMARK
Russell 2000® Value
INCEPTION DATE
October 2009

Fixed Income

U.S. Aggregate Index

BENCHMARK
Bloomberg® Barclays US Aggregate
INCEPTION DATE
June 1990

Equity

U.S. Equity Market Index

BENCHMARK
Dow Jones US Total Market Index℠
INCEPTION DATE
November 1987

Fixed Income

U.S. Strips 20+ Year Total Return Bond Index

BENCHMARK
Bloomberg® Barclays U.S. Strips 20+ Year Index
INCEPTION DATE
June 2015

Fixed Income

U.S. TIPS Index

BENCHMARK
Bloomberg® Barclays US TIPS
INCEPTION DATE
October 2003
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 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
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