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|
|Green Beta Carbon Efficiency||Russell 3000® Index||October 2014||Equity|
|Municipal Bond Impact||Custom Muni ESG Index||July 2016||Fixed Income|