Investment Capabilities
Discover a wide range of strategies for all your financial goals.
Keeping your eyes on the long term isn’t always easy when those around you celebrate quick wins. Our investment approach is grounded in the belief that long-term happiness beats short-term exuberance.
So, behind every strategy is our commitment: To stay firmly focused on the big picture. To help clients reach their dreams. And, of course, our goal is to outperform.
Explore Our Capabilities
Find Investment Strategies That Fit Best
Investment know-how is most valuable when it meets a specific need. Explore our disciplines and the wide array of strategies within each—all crafted by our professionals to support clients’ objectives.
Investment Vehicles to Get Where You Want to Go
The right investment vehicle can affect your options, tax efficiency and the expenses you’ll pay. That’s why we think choice is so important. We offer:
Our Capabilities Translate Into Solutions for All Kinds of Investors
Global Institutional Solutions
Defined benefit plans
Defined contribution plan sponsors
Endowments and foundations
Institutional consultants
Multi-employer plans
Sovereign wealth funds
Intermediary Solutions
Banks
Defined contribution plan recordkeepers
Insurance companies
Regional and independent broker/dealers
Retirement advisory firms
RIA and fee-based advisors
Wirehouses
Personal Financial Solutions
Employer plans: participants and plan sponsors for business retirement, education and health care plans
Individual investors
Advisory clients
Questions about our investment capabilities or vehicles?
We’re happy to help.
There is no guarantee the funds will achieve their objectives.
*Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.