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
| 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 | November 2009 | Fixed Income |
| Emerging Markets Debt Local Currency Beta | JPM GBI EM Global Diversified Index | October 2019 | Fixed Income |
| Global High Yield Beta | Bloomberg® Barclays Global High Yield Total Return Index | September 2020 | Fixed Income |
| Global Investment Grade Beta Plus | Bloomberg® Barclays Global Aggregate Total Return Index | March 2020 | Fixed Income |
| High Quality Corporate Bond | Custom Index | March 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 | September 1993 | Fixed Income |
| Intermediate Government Index | Bloomberg® Barclays U.S. Intermediate Government Index | May 1994 | Fixed Income |
| Intermediate Government/Credit Index | Bloomberg® Barclays U.S. Intermediate Government/Credit Index | June 2003 | Fixed Income |
| Long Government/Credit Index | Bloomberg® Barclays U.S. Long Government/Credit Index | March 2009 | Fixed Income |
| Long Term Credit Index | Bloomberg® Barclays U.S. Long Credit Index | September 1993 | Fixed Income |
| Long Term Government Index | Bloomberg® Barclays US Long Government | May 1994 | Fixed Income |
| Long Treasury Index | Bloomberg® Barclays U.S. Long Treasury Index | April 1986 | Fixed Income |
| US Aggregate Index | Bloomberg® Barclays US Aggregate | June 1990 | Fixed Income |
| US Strips 20+ Year Total Return Bond Index | Bloomberg® Barclays U.S. Strips 20+ Year Index | June 2015 | Fixed Income |
| US TIPS Index | Bloomberg® Barclays US TIPS | June 2002 | Fixed Income |