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.

Showing 14 results:

Passive Fixed Income

Fixed Income

1-3 Year Government/Credit Index

BENCHMARK: Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index
INCEPTION DATE: November 2009

Fixed Income

High Quality Corporate Bond

BENCHMARK: Custom Index
INCEPTION DATE: March 2010

Fixed Income

High Quality Long Corporate Bond

BENCHMARK: Bloomberg® Barclays U.S. 20+ Year Credit Corporate ex-Baa Index
INCEPTION DATE: January 2009

Fixed Income

High Yield Beta

BENCHMARK: Bloomberg® Barclays US Corporate High Yield
INCEPTION DATE: September 2012

Fixed Income

Intermediate Credit Index

BENCHMARK: Bloomberg® Barclays U.S. Intermediate Credit Index
INCEPTION DATE: September 1993

Fixed Income

Intermediate Government Index

BENCHMARK: Bloomberg® Barclays U.S. Intermediate Government Index
INCEPTION DATE: May 1994

Fixed Income

Intermediate Government/Credit Index

BENCHMARK: Bloomberg® Barclays U.S. Intermediate Government/Credit Index
INCEPTION DATE: December 2012

Fixed Income

Long Government/Credit Index

BENCHMARK: Bloomberg® Barclays U.S. Long Government/Credit Index
INCEPTION DATE: March 2009

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

Fixed Income

U.S. Aggregate Index

BENCHMARK: Bloomberg® Barclays US Aggregate
INCEPTION DATE: June 1990

Fixed Income

U.S. Strips 20+ Year Total Return Bond Index

BENCHMARK: Bloomberg® Barclays U.S. Strips 20+ Year Index
INCEPTION DATE: June 2015

Fixed Income

U.S. TIPS Index

BENCHMARK: Bloomberg® Barclays US TIPS
INCEPTION DATE: October 2003

Strategy Name	Benchmark	Inception	Asset Class
1-3 Year Government/Credit Index	Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index	January 2009	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
High Yield Beta	Bloomberg® Barclays US Corporate High Yield	January 2012	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
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
U.S. Aggregate Index	Bloomberg® Barclays US Aggregate	January 1990	Fixed Income
U.S. Strips 20+ Year Total Return Bond Index	Bloomberg® Barclays U.S. Strips 20+ Year Index	January 2015	Fixed Income
U.S. TIPS Index	Bloomberg® Barclays US TIPS	January 2003	Fixed Income