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.
| 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 | March 1993 | Equity |
| Carbon Efficiency | Russell 3000® Index | October 2014 | Equity |
| FTSE RAFI US 1000 Index | FTSE RAFI® US 1000 Index | June 2010 | Equity |
| 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 |
| 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 Equity Market Index | Dow Jones US Total Market Index℠ | November 1987 | Equity |