Separately Managed Accounts |
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Strategy Name |
Strategy Name |
Strategies
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.
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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.
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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.
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Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.
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Seeks to provide investors with core all country equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI ACWI Net Total Return USD Index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core European large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the EURO STOXX 50 Net Return Daily Hedged USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core international equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI EAFE Net Total Return USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core U.S. large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the S&P 500 index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Strategies
Invests primarily in established companies in the United States that benefit from efficient scale.
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Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests primarily in established and emerging large cap companies in the United States.
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Invests primarily in established companies globally that benefit from efficient scale.
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Invests primarily in companies with growing intrinsic value.
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Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests primarily in established and emerging large cap companies in the United States.
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Strategies
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.
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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.
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Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.
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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.
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Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.
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Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).
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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.
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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.
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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.
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Strategies
Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.
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Strategies
Invests primarily in established companies in the United States that benefit from efficient scale.
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Invests primarily in established and emerging large cap companies in the United States.
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Invests primarily in established companies globally that benefit from efficient scale.
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Invests primarily in companies with growing intrinsic value.
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Invests primarily in established and emerging large cap companies in the United States.
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Strategies
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.
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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.
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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.
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Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.
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Strategies
Seeks to provide investors with core all country equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI ACWI Net Total Return USD Index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core European large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the EURO STOXX 50 Net Return Daily Hedged USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core international equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI EAFE Net Total Return USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core U.S. large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the S&P 500 index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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