Equity Strategies and Styles to Target Investor Outcomes
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
$667.2BNTAM ASSETS UNDER MANAGEMENT*
19 yearsAVERAGE INDUSTRY EXPERIENCE
*As of June 30, 2023
- 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.
A sputtering global economy likely will create more complications for investors in 2023. High yield bonds and natural resource stocks may help.
Get our insight into the forces shaping the investing landscape for the coming years. Explore the six key themes that drive our outlook and inform asset allocation for the next 10 years.
Investors who harvest losses more frequently to offset investment gains may enhance their after-tax returns. We show how much of a difference higher frequency may make.
Economic developments — even if not all positive — may work in favor for most equity risk factors in 2023. And probably afterwards.
In an historical analysis over four decades, we found that U.S. equities performed well after a Fed pause.