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
Global Core Plus - US$ Hedged
- BENCHMARK
- Bloomberg® Barclays Global Aggregate Hedged (USD)
- INCEPTION DATE
- March 1991
Fixed Income
Municipal High Yield
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals
- INCEPTION DATE
- April 2009
Fixed Income
Total Return US Municipal Bond
- BENCHMARK
- Bloomberg® Barclays U.S. Municipals Index
- INCEPTION DATE
- April 2009
Fixed Income
Ultra Short Government/Credit
- BENCHMARK
- ICE BofAML 1-Year US Treasury Note
- INCEPTION DATE
- November 1995
Fixed Income
US Investment Grade Corporate
- BENCHMARK
- Bloomberg® Barclays US Corporate Investment Grade
- INCEPTION DATE
- April 2000
| 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 | April 1994 | Fixed Income |
| 1-5 Year Government/Credit | Bloomberg® Barclays U.S. 1-5 Year Government/Credit Index | August 1990 | Fixed Income |
| Emerging Markets Debt - Local Currency | JPM GBI-EM Global Diversified | June 2006 | Fixed Income |
| Emerging Markets Debt - Opportunistic | EMD Opportunistic Custom Benchmark | April 2011 | Fixed Income |
| Emerging Markets Debt - US$ Denominated | JPM EMBI Global | April 2011 | Fixed Income |
| Enhanced Cash | FTSE® 3-Month US T-Bill | January 1988 | Fixed Income |
| Enhanced Yield US Municipal Bond | Custom Index | February 2012 | Fixed Income |
| Euro Core Plus Fixed Income | Bloomberg® Barclays Euro Aggregate | October 2001 | Fixed Income |
| Global Core Plus - US$ Hedged | Bloomberg® Barclays Global Aggregate Hedged (USD) | March 1991 | Fixed Income |
| Global Healthcare REIT | Custom Index | December 2015 | Equity |
| Global Infrastructure Dividend Focus Equity | S&P Global Infrastructure Index | August 2011 | Equity |
| Green Beta Carbon Efficiency | Russell 3000® Index | October 2014 | Equity |
| Income Stock | S&P 500® Index | April 2011 | Equity |
| Intermediate US Municipal Bond | Bloomberg® Barclays 3-5-7-10 Yrs Municipals Index | January 1990 | Fixed Income |
| Large Cap Core Equity Income | S&P 500® Index | July 2006 | Equity |
| Municipal Bond Impact | Custom Muni ESG Index | July 2016 | Fixed Income |
| Municipal High Yield | Bloomberg® Barclays U.S. Municipals | April 2009 | Fixed Income |
| Short Term US Municipal Bond | Custom Index | May 2002 | Fixed Income |
| STIF | FTSE® 3-Month T-Bill | January 1988 | Fixed Income |
| Total Return US Municipal Bond | Bloomberg® Barclays U.S. Municipals Index | April 2009 | Fixed Income |
| Ultra Short Government/Credit | ICE BofAML 1-Year US Treasury Note | November 1995 | Fixed Income |
| US Investment Grade Corporate | Bloomberg® Barclays US Corporate Investment Grade | April 2000 | Fixed Income |
| US Investment Grade Corporate - Intermediate Duration | Bloomberg Barclays US Intermediate Corporate Bond Index | April 2006 | Fixed Income |
| US Long Duration Corporate | Bloomberg® Barclays US Long Corporate Bond Index | April 2006 | Fixed Income |
| US TIPS | Bloomberg® Barclays US TIPS Index | June 2000 | Fixed Income |