Who We Serve

Partners in your growth. 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.

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Institutional Investors
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. Our team is focused on supporting the needs of our clients. We are known and respected globally for our independence and our intensive investment research process.

Public Funds

We have deep experience working with government-sponsored plans and their consultants to help them meet participants’ needs. Our firm oversees more than $15.8 billion in assets for public pension plans (as of September 30, 2016). We are known and respected globally for our independence and our intensive investment research process.

Corporations

Through customized investment strategies for corporations and their defined-contribution and defined-benefit plans, we oversee more than $9.8 billion in assets for corporations across numerous industries (as of September 30, 2016). Our investment strategies are run by seasoned portfolio managers working in tandem with talented and experienced analysts. A heavy emphasis on consistent and thorough fundamental research has always been an integral part of our investment philosophy.
Taft-Hartley

Taft-Hartley

With more than $2.39 billion in assets under management for Taft-Hartley clients (as of September 30, 2016; includes separate accounts and commingled assets), we are dedicated to providing customized investment strategies for these clients. Our team is focused on supporting the needs of labor union members, trustees, consultants, and plan administrators with the unique client service and specialized investment capabilities that our Taft-Hartley clients demand.

Learn more about our Taft-Hartley capabilities.

Consultants

We are committed to providing the highest quality service to the investment consultant community. We view our consultant relationships as a collaborative partnership that ultimately enhances the service we provide our common clients. Our senior relationship managers in client service and business development average more than 15 years of experience and understand the complex needs of our clients and their investment consultants.

Financial Institutions

Based on a philosophy of building enduring partnerships, we have a long history of working with financial institutions. Our investment strategies are run by seasoned portfolio managers working in tandem with talented and experienced analysts. A heavy emphasis on consistent and thorough fundamental research has always been an integral part of our investment philosophy.