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
- BENCHMARK
- JPM GBI-EM Global Diversified
- INCEPTION DATE
- June 2006
Fixed Income
Emerging Markets Debt - Opportunistic
- BENCHMARK
- EMD Opportunistic Custom Benchmark
- INCEPTION DATE
- April 2011
Fixed Income
Emerging Markets Debt - US$ Denominated
- BENCHMARK
- JPM EMBI Global
- INCEPTION DATE
- April 2011
Fixed Income
Euro Core Plus Fixed Income
- BENCHMARK
- Bloomberg® Barclays Euro Aggregate
- INCEPTION DATE
- October 2001
Fixed Income
European Investment Grade Corporate (Euro Hedged)
- BENCHMARK
- ICE BofAML Euro Corporate Hedged
- INCEPTION DATE
- July 2000
Fixed Income
Global Core - US$ Hedged
- BENCHMARK
- Bloomberg® Barclays Global Aggregate Hedged (USD)
- INCEPTION DATE
- December 1998
Fixed Income
Global Core Plus - US$ Hedged
- BENCHMARK
- Bloomberg® Barclays Global Aggregate Hedged (USD)
- INCEPTION DATE
- March 1991
Fixed Income
Global TIPS
- BENCHMARK
- ICE BofAML Global Government Inflation-Linked
- INCEPTION DATE
- October 2008
Fixed Income
Municipal High Yield Fixed Income
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals
- INCEPTION DATE
- April 2009
Fixed Income
U.S. Municipal Bond - Short-Term Fixed Income
- BENCHMARK
- Custom Index
- INCEPTION DATE
- May 2002
Fixed Income
Ultra Short Government/Credit
- BENCHMARK
- ICE BofAML 1-Year US Treasury Note
- INCEPTION DATE
- November 1995
| 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 | Bloomberg® Barclays U.S. 1-3 Year Government/Credit Index | January 1994 | Fixed Income |
| 1-5 Year Government/Credit | Bloomberg® Barclays U.S. 1-5 Year Government/Credit Index | January 1990 | Fixed Income |
| Carbon Efficiency | Russell 3000® Index | January 2014 | Equity |
| Emerging Markets Debt - Local Currency | JPM GBI-EM Global Diversified | January 2006 | Fixed Income |
| Emerging Markets Debt - Opportunistic | EMD Opportunistic Custom Benchmark | January 2011 | Fixed Income |
| Emerging Markets Debt - US$ Denominated | JPM EMBI Global | January 2011 | Fixed Income |
| Enhanced Cash | FTSE® 3-Month US T-Bill | January 1988 | Fixed Income |
| Euro Core Plus Fixed Income | Bloomberg® Barclays Euro Aggregate | January 2001 | Fixed Income |
| European Investment Grade Corporate (Euro Hedged) | ICE BofAML Euro Corporate Hedged | January 2000 | Fixed Income |
| Global Core - US$ Hedged | Bloomberg® Barclays Global Aggregate Hedged (USD) | January 1998 | Fixed Income |
| Global Core Plus - US$ Hedged | Bloomberg® Barclays Global Aggregate Hedged (USD) | January 1991 | Fixed Income |
| Global Infrastructure Dividend Focus Equity | S&P Global Infrastructure Index | January 2011 | Equity |
| Global TIPS | ICE BofAML Global Government Inflation-Linked | January 2008 | 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 |
| Muni Enhanced Yield Fixed Income | Custom Index | January 2012 | Fixed Income |
| Municipal High Yield Fixed Income | Bloomberg® Barclays U.S. Municipals | January 2009 | Fixed Income |
| STIF | FTSE® 3-Month T-Bill | January 1988 | Fixed Income |
| U.S. Municipal - Intermediate Fixed Income | Bloomberg® Barclays 3-5-7-10 Yrs Municipals Index | January 1990 | Fixed Income |
| U.S. Municipal Bond - Short-Term Fixed Income | Custom Index | January 2002 | Fixed Income |
| U.S. Municipal Bond - Total Return Fixed Income | Bloomberg® Barclays U.S. Municipals Index | January 2009 | Fixed Income |
| Ultra Short Government/Credit | ICE BofAML 1-Year US Treasury Note | January 1995 | Fixed Income |
| US Investment Grade Corporate | Bloomberg® Barclays US Corporate Investment Grade | January 2000 | Fixed Income |
| US Investment Grade Corporate - Intermediate Duration | Bloomberg® Barclays U.S. Intermediate/Credit Index | January 2006 | Fixed Income |
| US TIPS | Bloomberg® Barclays US TIPS Index | January 2000 | Fixed Income |