Our discretionary, multi-manager program is flexible and designed to deliver strong risk-adjusted returns for our clients. We have a 25+ year track record to demonstrate our commitment to that goal. Learn more
Manager selection is a seamless part of our investment program that brings together manager research, selection, monitoring and change within a discretionary framework. For 25+ years our experts have leveraged their network and the latest technology to ensure the best managers that we can find are included in the program. Learn more
Active management on multiple levels seeks to capture market opportunities in a timely, efficient and cost-effective way. We focus on the fundamentals that drive long-term value. Our dynamic approach provides exposure and diversification to help enhance returns. Learn more
Risk management adds a holistic view of risk across your portfolio by analyzing the exposures to and correlations between asset classes and other risk factors. Advanced risk analytics give you insight into the impact of market scenarios on your portfolio.
Our team of 100+ investment professionals, with a 25+ year heritage in the investment management business, acts as an extension of your staff. The team, coupled with our investment to the latest technology and systems, help ensure you have the right portfolio to pursue your goals.
Roger P. Messina
Vice President and Managing Director, Client Portfolio Management Team, Institutional Group
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Economic Outlook: Triumph of Trump
As Donald J. Trump prepares to become the forty-fifth president of the United States later this month, change is coming in various aspects of U.S. policy — economic, social and diplomatic. Investors need to be prepared for a more volatile ride as 2017 unfolds.
A Little Bird Told Me: When Twitter Moves Markets
Investors have seen the (temporary) ill effects of President-elect Trump’s tweet-shaming on several companies’ stocks, but Twitter has been moving markets long before 2016.