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.


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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
Intermediate US Municipal Bond Bloomberg® Barclays 3-5-7-10 Yrs Municipals Index January 1990 Fixed Income
US High Quality Corporate Beta Custom Index March 2010 Fixed Income
US High Quality Long Corporate Beta Bloomberg® Barclays U.S. 20+ Year Credit Corporate ex-Baa Index January 2009 Fixed Income