Investment Affiliates

Fundamental active managers

History dating to 1924

Equity
Dividend/Global Dividend
Emerging/Frontier Markets
Equity Option
Global Developed
Global ex U.S.
Global ex U.S. Small-Cap
Global Small-Cap
Health Care
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Multi-Cap Growth
Real Estate
Small-Cap
Small/Mid-Cap
Tax-Managed

Alternative
Currency
Global Macro
Hedged Equity

Multi-Asset
Asset Allocation
Balanced
Global Diversified Income
Multi-Asset Credit

Floating-Rate Income
Floating-Rate Loan
Municipal Floating-Rate Loan

Taxable Fixed Income
Cash Management
Core Bond/Core Plus
Emerging-Markets Debt
Global
High Yield
Inflation-Linked
Investment-Grade Corporate
Mortgage-Backed Securities
Multisector
Preferred Securities
Short Duration
Taxable Municipal
Tax-Exempt Fixed Income

Municipal Income/Tax-Advantaged
Municipal Income
Floating Rate
High Yield
National
State-Specific
Opportunistic Municipal
Tax-Advantaged Bond

Investment science in action

Founded in 1987

Systematic Equity
Dividend
Emerging Markets
Global
Global ex U.S.
Socially Responsible
Tax-Managed
U.S.

Options-Based
Absolute Return
Covered Calls
Defensive Equity
Dynamic Hedged Equity
Put-Selling

Systematic Alternative
Commodity

Systematic Income
Enhanced Income

Portfolio Implementation
Centralized Portfolio Management
Custom Core™
Laddered Fixed Income

Overlay Services
Overlay Services

Specialists in high-quality investing

Founded in 1969

Equity
Large-Cap Growth
Mid-Large Cap
Small-Cap
SMID-Cap

Taxable Fixed Income
Core Bond
Intermediate Duration
Short Duration

Top-down global equity managers

Founded in 2004

Equity
Canadian
Emerging Markets
Global – All Country
Global – Developed
Global ex U.S.

Global leader in Responsible Investing

History dating to 1976

Active Equity
Emerging Markets
Global ex U.S.
Global ex U.S. Small/Mid-Cap
Large-Cap
Mid-Cap
Small-Cap

Equity Index
Global Energy
Global ex U.S.
Global Water
U.S. Large-Cap Core
U.S. Large-Cap Growth
U.S. Large-Cap Value
U.S. Mid-Cap Core

Alternative
Absolute Return Bond

Multi-Asset
Asset Allocation
Balanced

Floating-Rate Income
Floating-Rate Loan

Taxable Fixed Income
Core/Core Plus
Green Bond
High Yield
Long Duration
Short Duration/Ultra-Short

Tax-Exempt Income
Municipal