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
Stocks Took a Summer VacationKevin P. Barr
Following an initial burst of activity in the wake of the Brexit vote, stocks took a summer vacation.
Rally on Central Bank Actions (and Inaction)
The quarter began with a post-Brexit-vote recovery rally across most stock markets, levelling off by mid-quarter before an early September selloff. Supportive central-bank decisions propelled a rebound, which held through quarter end.
Money Market Reform Reshapes the MarketErin Garrett, Assistant Portfolio Manager
SEC reforms for money market fund regulations go into effect this month, and the markets have already reacted.