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Counterpoint Global

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Mitsubishi UFJ Asset Management (UK) Ltd

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AIP Private Markets Team

Morgan Stanley Capital Partners

Morgan Stanley Energy Partners

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Morgan Stanley Tactical Value Investing

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Strategy Name

Description

Strategy Name

Team

Description

Strategies Asian Real Estate Securities Strategy Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
European Real Estate Securities Strategy Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.
Global Infrastructure Securities Strategy Invests in the equity securities of publicly traded infrastructure companies worldwide.		Invests in the equity securities of publicly traded infrastructure companies worldwide.
Global Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.		Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
India Infrastructure Strategy Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.		Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.
Liquid Real Assets Strategy The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.		The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.
Private Infrastructure Strategy The Infrastructure Strategy is a leading global infrastructure investment platform.		The Infrastructure Strategy is a leading global infrastructure investment platform.
Private Real Estate Strategy Manages global opportunistic and regional core private real estate investment strategies.		Manages global opportunistic and regional core private real estate investment strategies.
U.S. Real Estate Securities Strategy Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.		Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.

Strategies Americas Middle-Market Private Equity Strategy Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.		Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
Asia-Pacific Private Equity Strategy Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.		Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.
Energy-Focused Private Equity Strategy Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.		Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
Expansion Capital Strategy Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.		Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.
Impact Investing Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.		Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
Private Credit Strategy Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.		Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.
Private Equity Fund Investing - Global Diversified Provides access to a globally diversified portfolio of private equity investments.		Provides access to a globally diversified portfolio of private equity investments.
Private Equity Fund Investing - Thematic Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.		Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.
Private Equity Secondaries Provides exposure to private equity fund interests acquired in the secondary markets.		Provides exposure to private equity fund interests acquired in the secondary markets.
Private Equity Co-Investments Strategy Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.		Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.
Private Opportunistic Investing Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.		Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.

Strategies aip-alternative-lending-group

Alternative Lending

Provides diversified exposure to alternative lending platforms and loan segments through investments in loans originated through non-traditional lending platforms¹.

Strategies Hedge Funds: Advisory Solutions Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.		Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
Hedge Funds: Custom Solutions Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.		Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
Hedge Funds: Broadly Diversified Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.		Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
Hedge Funds: Opportunistic Provides focused exposure to hedge fund managers pursuing opportunistic strategies.		Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
Hedge Funds: Strategy-Focused Provides focused exposure to hedge fund managers within a single strategy category.		Provides focused exposure to hedge fund managers within a single strategy category.

Strategies Impact Investing Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.		Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
Private Equity Fund Investing - Global Diversified Provides access to a globally diversified portfolio of private equity investments.		Provides access to a globally diversified portfolio of private equity investments.
Private Equity Fund Investing - Thematic Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.		Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.
Private Equity Secondaries Provides exposure to private equity fund interests acquired in the secondary markets.		Provides exposure to private equity fund interests acquired in the secondary markets.
Private Equity Co-Investments Strategy Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.		Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.

Strategies active-international-allocation-team

Active International Allocation Strategy

Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.

Strategies Applied Enhanced Index Russell 1000 Strategy By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.		By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.
Applied Global Concentrated ESG Equity Strategy Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.		Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.
Applied Global Concentrated Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.
Applied Global Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.
Applied U.S. Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.

Strategies Contingent Convertible Bond Strategy The strategy seeks to provide income by investing in contingent convertible securities, subordinated and senior debt, with securities selected based on credit fundamentals, liquidity and call features.		The strategy seeks to provide income by investing in contingent convertible securities, subordinated and senior debt, with securities selected based on credit fundamentals, liquidity and call features.
Intermediate Municipal Strategy With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income.		With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income.
Investment Grade Floating Rate Corporate Strategy Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.		Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.
Laddered Municipal Intermediate Strategy This laddered strategy allocates capital in similar weights across maturities in the front half of the yield curve in an effort to meets its goal of delivering a predictable source of federally tax-exempt income.		This laddered strategy allocates capital in similar weights across maturities in the front half of the yield curve in an effort to meets its goal of delivering a predictable source of federally tax-exempt income.
Long Duration Municipal Strategy Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.		Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.
NRC Eligible Preferred Securities Strategy Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.		Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.
Preferred Securities Strategy Provides a portfolio of $25 par fixed rate and “fixed-to-float” preferred securities that provide qualified dividend income (QDI), selecting securities based on criteria including credit fundamentals, liquidity and call features.		Provides a portfolio of $25 par fixed rate and “fixed-to-float” preferred securities that provide qualified dividend income (QDI), selecting securities based on criteria including credit fundamentals, liquidity and call features.
Preferred Securities Custom Strategy Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).		Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).
Short Duration Municipal Strategy Employs a top-down process that aims to deliver a predictable source of federally tax-exempt income by targeting the front half of the municipal bond yield curve.		Employs a top-down process that aims to deliver a predictable source of federally tax-exempt income by targeting the front half of the municipal bond yield curve.
Short Term Corporate Bond Strategy Invests in a portfolio of shorter-term corporate bonds with maturities of 1 to 3 years in an effort to meet its goals of providing income and capital preservation.		Invests in a portfolio of shorter-term corporate bonds with maturities of 1 to 3 years in an effort to meet its goals of providing income and capital preservation.

Strategies Global Balanced Income Strategy Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.		Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.		Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.		Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

Strategies China A Equity Strategy Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.		Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
Emerging Markets Leaders Strategy Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.		Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
Emerging Markets Small Cap Strategy Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.		Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
Frontier Markets Equity Strategy Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.		Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
Global Emerging Markets Equity Strategy Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.		Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
Indian Equity Strategy Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.		Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.

Strategies Asian Real Estate Securities Strategy Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
European Real Estate Securities Strategy Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.
Global Infrastructure Securities Strategy Invests in the equity securities of publicly traded infrastructure companies worldwide.		Invests in the equity securities of publicly traded infrastructure companies worldwide.
Global Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.		Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
Liquid Real Assets Strategy The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.		The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.
U.S. Real Estate Securities Strategy Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.		Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.

Strategies Absolute Return Strategy Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.		Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
Global Multi-Asset Income Strategy Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.		Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.
Global Tactical Asset Allocation Strategy Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.		Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.

Strategies Global Franchise Strategy Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.		Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Global Franchise Equity Income Strategy Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.		Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Global Sustain Strategy Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.		Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.
Global Quality Strategy Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.		Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
International Equity Strategy Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.		Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.

Strategies Managed Futures: Sector-Focused Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.		Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.
Managed Futures: Custom Solutions Customized managed futures investment programs designed in accordance with a client's unique needs.		Customized managed futures investment programs designed in accordance with a client's unique needs.
Managed Futures: Multi-Manager Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.		Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.
Managed Futures: Single-Manager Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.		Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.

Strategies mitsubishi-ufj-asset-management-uk-ltd

Japanese Equity Strategy

Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.

Strategies capital-partners-team

Americas Middle-Market Private Equity Strategy

Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.

Strategies energy-partners-team

Energy-Focused Private Equity Strategy

Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.

Strategies expansion-capital-team

Expansion Capital Strategy

Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.

Strategies india-infrastructure-team

India Infrastructure Strategy

Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.

Strategies private-infrastructure-team

Private Infrastructure Strategy

The Infrastructure Strategy is a leading global infrastructure investment platform.

Strategies private-credit-team

Private Credit Strategy

Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.

Strategies private-equity-asia-team

Asia-Pacific Private Equity Strategy

Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.

Strategies private-real-estate-investing-team

Private Real Estate Strategy

Manages global opportunistic and regional core private real estate investment strategies.

Strategies tactical-value-investing-team

Private Opportunistic Investing

Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.

Strategies Portfolio Solutions: Liquid Alpha Capture Strategy Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.		Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.
Portfolio Solutions: Multi-Alternative Strategies Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.

Strategies Alternative Lending Provides diversified exposure to alternative lending platforms and loan segments through investments in loans originated through non-traditional lending platforms¹.		Provides diversified exposure to alternative lending platforms and loan segments through investments in loans originated through non-traditional lending platforms¹.
Applied Enhanced Index Russell 1000 Strategy By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.		By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.
Absolute Return Strategy Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.		Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
Global Multi-Asset Income Strategy Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.		Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.
Global Tactical Asset Allocation Strategy Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.		Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.
Applied Global Concentrated ESG Equity Strategy Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.		Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.
Applied Global Concentrated Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.
Applied Global Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.
Applied U.S. Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.		Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.
Global Balanced Income Strategy Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.		Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.		Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.		Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.
Hedge Funds: Advisory Solutions Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.		Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
Hedge Funds: Custom Solutions Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.		Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
Hedge Funds: Broadly Diversified Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.		Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
Hedge Funds: Opportunistic Provides focused exposure to hedge fund managers pursuing opportunistic strategies.		Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
Hedge Funds: Strategy-Focused Provides focused exposure to hedge fund managers within a single strategy category.		Provides focused exposure to hedge fund managers within a single strategy category.
Managed Futures: Sector-Focused Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.		Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.
Managed Futures: Custom Solutions Customized managed futures investment programs designed in accordance with a client's unique needs.		Customized managed futures investment programs designed in accordance with a client's unique needs.
Managed Futures: Multi-Manager Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.		Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.
Managed Futures: Single-Manager Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.		Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.
Portfolio Solutions: Liquid Alpha Capture Strategy Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.		Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.
Portfolio Solutions: Multi-Alternative Strategies Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.		Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
Portfolio Solutions: Outsourced CIO Programs Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.		Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.

Strategies Inception Invests primarily in established and emerging small cap companies in the United States.		Invests primarily in established and emerging small cap companies in the United States.
Discovery Invests primarily in established and emerging mid cap companies in the United States.		Invests primarily in established and emerging mid cap companies in the United States.
Growth Invests primarily in established and emerging large cap companies in the United States.		Invests primarily in established and emerging large cap companies in the United States.
Insight Invests primarily in established and emerging companies in the United States.		Invests primarily in established and emerging companies in the United States.
Advantage Invests primarily in established large cap companies in the United States.		Invests primarily in established large cap companies in the United States.
Global Advantage Invests primarily in established large cap companies globally.		Invests primarily in established large cap companies globally.
Permanence Invests primarily in established companies in the United States that benefit from efficient scale.		Invests primarily in established companies in the United States that benefit from efficient scale.
Global Permanence Invests primarily in established companies globally that benefit from efficient scale.		Invests primarily in established companies globally that benefit from efficient scale.
Counterpoint Global Invests primarily in established and emerging companies globally.		Invests primarily in established and emerging companies globally.
Asia Opportunity Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.		Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
Developing Opportunity Invests primarily in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.		Invests primarily in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.
Europe Opportunity Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.		Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
Global Opportunity Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.		Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
International Advantage Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.		Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
International Opportunity Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.		Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
Active International Allocation Strategy Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.		Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.
China A Equity Strategy Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.		Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
Emerging Markets Leaders Strategy Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.		Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
Emerging Markets Small Cap Strategy Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.		Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
Frontier Markets Equity Strategy Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.		Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
Global Emerging Markets Equity Strategy Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.		Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
Global Franchise Strategy Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.		Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Global Franchise Equity Income Strategy Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.		Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Global Sustain Strategy Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.		Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.
Global Quality Strategy Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.		Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
Indian Equity Strategy Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.		Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.
International Equity Strategy Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.		Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
Japanese Equity Strategy Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.		Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.

Strategies Core Fixed Income Strategy Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.		Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.		Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
Emerging Markets Corporate Debt Strategy Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.		Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
Emerging Markets Domestic Debt Strategy Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.		Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.
Emerging Markets External Debt Strategy Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.		Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
Emerging Markets Fixed Income Opportunities Strategy Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.		Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.
European Aggregate Core Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.		Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.
European Aggregate Core Plus Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.		Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.
European Credit Strategy Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.		Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.
European High Yield Bond Strategy Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.		Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
European Short Maturity Strategy Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.		Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.
Global Aggregate Fixed Income Strategy Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.		Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
Global Buy and Maintain Credit Strategy Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.		Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
Global Convertible Bond Strategy Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.		Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
Global Credit Strategy Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.		Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
Global Fixed Income Opportunities Strategy Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.		Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
Global High Yield Strategy Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.		Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.
Global Premier Credit Strategy Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.		Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
Global Securitized Strategy Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.		Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.
Government Bond Strategy Seeks a high level of income through value-oriented investing in U.S. government securities.		Seeks a high level of income through value-oriented investing in U.S. government securities.
Sterling Corporate Bond Strategy Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.		Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.
Strategic Income Strategy Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.		Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.
U.S. High Yield Strategy Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.		Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.
U.S. Investment Grade Corporate Strategy Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.		Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
U.S. Limited Duration Strategy Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.		Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
U.S. Long Duration Strategy Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.		Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
U.S. Mortgage Strategy Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.		Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
U.S. Short Duration Strategy Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.		Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.
Contingent Convertible Bond Strategy The strategy seeks to provide income by investing in contingent convertible securities, subordinated and senior debt, with securities selected based on credit fundamentals, liquidity and call features.		The strategy seeks to provide income by investing in contingent convertible securities, subordinated and senior debt, with securities selected based on credit fundamentals, liquidity and call features.
Intermediate Municipal Strategy With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income.		With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income.
Investment Grade Floating Rate Corporate Strategy Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.		Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.
Laddered Municipal Intermediate Strategy This laddered strategy allocates capital in similar weights across maturities in the front half of the yield curve in an effort to meets its goal of delivering a predictable source of federally tax-exempt income.		This laddered strategy allocates capital in similar weights across maturities in the front half of the yield curve in an effort to meets its goal of delivering a predictable source of federally tax-exempt income.
Long Duration Municipal Strategy Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.		Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.
NRC Eligible Preferred Securities Strategy Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.		Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.
Preferred Securities Strategy Provides a portfolio of $25 par fixed rate and “fixed-to-float” preferred securities that provide qualified dividend income (QDI), selecting securities based on criteria including credit fundamentals, liquidity and call features.		Provides a portfolio of $25 par fixed rate and “fixed-to-float” preferred securities that provide qualified dividend income (QDI), selecting securities based on criteria including credit fundamentals, liquidity and call features.
Preferred Securities Custom Strategy Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).		Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).
Short Duration Municipal Strategy Employs a top-down process that aims to deliver a predictable source of federally tax-exempt income by targeting the front half of the municipal bond yield curve.		Employs a top-down process that aims to deliver a predictable source of federally tax-exempt income by targeting the front half of the municipal bond yield curve.
Short Term Corporate Bond Strategy Invests in a portfolio of shorter-term corporate bonds with maturities of 1 to 3 years in an effort to meet its goals of providing income and capital preservation.		Invests in a portfolio of shorter-term corporate bonds with maturities of 1 to 3 years in an effort to meet its goals of providing income and capital preservation.