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 | January 1993 | Equity |
| Carbon Efficiency | Russell 3000® Index | January 2014 | Equity |
| FTSE RAFI US 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-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 Equity Market Index | Dow Jones US Total Market Index℠ | January 1987 | Equity |