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Equity Strategies and Styles to Target Investor Outcomes

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New Report Reveals 6 Common Drivers Behind Unexpected Portfolio Results

Explore what our four-year, aggregated global analysis of more than 200 institutional equity portfolios uncovered.

    Explore our long-term forecasts

    Subscribe to gain access to our full Capital Market Assumptions research paper.

    Purposely employing risk is the foundation of our investment solutions.

    Our investment philosophy is based on an intelligent, purposeful approach to risk. This disciplined investment approach ensures we consistently match our investors’ strategic goals with the appropriate level of risk across all our products and solutions.

    A Global Leader


    $729.8BASSETS UNDER MANAGEMENT*

    91INVESTMENT PROFESSIONALS

    18 yearsAVERAGE INDUSTRY EXPERIENCE

    *As of September 30, 2021 (updated quarterly). Source: NTAM Finance.

    Our Advantages

    • Our equity strategies target diverse regions, market capitalization and investor outcomes
    • Focused risk exposure reduces the chances of unintended consequences.
    • Strategies achieve long-term investment objectives by delivering consistent returns.

     

    Equity Strategies for a Broad Range of Investor Portfolios

    Active and passive strategies for multiple markets and in multiple vehicles.

     

      

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    Our Services

    We have earned the confidence of investors worldwide by offering distinctive solutions, diverse insights and an exceptional client experience.