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 22 results:

Passive Equity
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
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
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
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. Equity Market Index Dow Jones US Total Market Index℠ January 1987 Equity