Who We Serve

We provide investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other leading institutional investors across the globe.

Institutional Investors


Our senior relationship managers—who average more than 30 years of experience*—are committed to providing the highest quality service to the investment consultant community.
Foundations and Endowments

Foundations and Endowments

Building on our long tradition of serving not-for-profit organizations and their boards, we provide a broad range of investment strategies to more than 150 endowments and foundations.*

Public Funds

We have deep experience working with government-sponsored plans and their consultants to help them meet participants’ needs, and oversee more than $19.3 billion* in assets for public pension plans.


Through customized investment strategies for corporations and their defined-contribution and defined-benefit plans, we oversee more than $14.1 billion* in assets for corporations across numerous industries.


We are dedicated to providing customized investment strategies for our Taft-Hartley clients, and oversee more than $3.6 billion* of Taft-Hartley assets via separate accounts and commingled funds.

Financial Institutions

Based on a philosophy of building enduring partnerships, we have a long history of working with financial institutions.
Financial advisors

Financial Advisors

We offer actively managed mutual funds across a wide range of strategies, including U.S. equity, global equity, fixed income, and global macro.

* As of December 31, 2020