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.
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 20+ 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
Q216: The Biggest Story Came at the End
With roughly a week left in June, a surprise vote by U.K. citizens in favor of leaving the European Union brushed aside all other news in what had been a relatively calm quarter.
Brexit: Not the End of the World
Globally, stability and momentum appear expensive within equities, and fixed-income managers favor credit at the expense of interest-rate duration.
Keeping Calm as Markets Carry On and OnJames R. Solloway, CFA, Managing Director and Senior Portfolio Manager
The U.K.’s vote to leave the European Union (EU) will likely weigh on international financial markets as economic growth and trading relations are expected to be hindered.