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 | January 2009 | Fixed Income |
| Broad Market Stock Index | Russell 3000® Index | January 1993 | Equity |
| Carbon Efficiency | Russell 3000® Index | January 2014 | Equity |
| Emerging Markets Debt Local Currency Beta | JPM GBI EM Global Diversified Index | January 2019 | Fixed Income |
| FTSE RAFI US 1000 Index | FTSE RAFI® US 1000 Index | January 2010 | Equity |
| Global High Yield Beta | Bloomberg Barclays Global High Yield Total Return Index | January 2020 | Fixed Income |
| Global Investment Grade Beta Plus | Bloomberg Barclays Global Aggregate Total Return Index | January 2020 | Fixed Income |
| 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 |
| 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-US IMI | MSCI ACWI ex-US IMI | January 2012 | Equity |
| MSCI ACWI ex-US 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 US 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 |
| US Aggregate Index | Bloomberg® Barclays US Aggregate | January 1990 | Fixed Income |
| US Equity Market Index | Dow Jones US Total Market Index℠ | January 1987 | Equity |
| US Strips 20+ Year Total Return Bond Index | Bloomberg® Barclays U.S. Strips 20+ Year Index | January 2015 | Fixed Income |
| US TIPS Index | Bloomberg® Barclays US TIPS | January 2003 | Fixed Income |