Through our five primary investment affiliates, we offer a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing and customized implementation of client-specified portfolio exposures.

EVM

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
Commodity
Currency
Global Macro
Hedged Equity

Multi-Asset
Asset Allocation
Balanced
Global Diversified Income

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Floating-Rate Income
Floating-Rate Loan

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

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


Parametric

Investment science in action

Founded in 1987

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

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

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Alternative
Commodity

Income
Enhanced Income

Implementation
Centralized Portfolio Management
Custom Core™

Exposure Management
Policy Overlay Services


Atlanta Capital

Specialists in high-quality investing

Founded in 1969

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

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Taxable Fixed Income
Core Bond
Intermediate Duration
Short Duration


Hexavest

Top-down global equity managers

Founded in 2004

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


Calvert

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

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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