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Financial Advisors

Navigate Changing Market Environments with Confidence

2020 Outlook: Everything in Moderation
Explore our forecasts and find out what to expect in the year ahead.
Foundations in Factors
The Quest To Capture Efficient Alpha Means Challenging Modern Portfolio Theory
Small-cap investing: Staying focused throughout market cycles
This Investment News article highlights how portfolio manager, Robert Bergson, embraces bottom-up stock picking to stay focused on avoiding lower quality stocks.
Timely insights on global markets and investments
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Deliver better outcomes

We believe investing ultimately serves a greater purpose — and should be done intentionally and efficiently. Success is measured by achieving investor outcomes and delivering an exceptional client experience, rather than just beating benchmarks. We provide outcome-oriented solutions to help meet your clients’ objectives. Whether you are looking to complement portfolios or need a turnkey multi-asset solution — we have products to meet your needs.

Making Smart Portfolios for a Slow Economy

Investors — big and small — are grappling with a persistently low-growth environment. But that doesn't mean there aren't any good investments out there. See how we identify opportunities in this environment.

The Markets are Running a Marathon, Not a Sprint

Getting asset allocation “right” and unhinging client complacency will be paramount in achieving your critically important investment objectives. Our latest five-year market outlook can serve as a useful reference as you tackle strategic portfolio construction decisions.


Get actionable portfolio insights

Our advisor-focused portfolio insights provide practical investment ideas and useful tools to help you navigate any market environment. Our aim is to provide clarity, make the complex simple, explain risk and avoid unexpected surprises – so your clients have confidence in their investments.

Navigating shifting markets — and achieving desired investment outcomes — is complex, but multi-asset strategies are valuable tools to do so. Here are six pillars that we think drive the most compelling multi-asset strategies.

Factors are a powerful tool to create more efficient portfolios. Director of Quantitative Strategies Michael Hunstad, Ph.D., explains the basics of factors and why they matter.

Access a broad array of solutions

Our deliberate, empirically based approach to product development results in global, innovative solutions that span asset classes, investment styles and vehicles. Each outcome-oriented solution is carefully constructed with a deep appreciation for risk and clear focus on meeting investor needs.