Understand. Act. This two-word philosophy is at the core of what we do. To stand out as the investment partner our clients trust, we listen closely to understand their needs, then act decisively to deliver solutions. We are a diversified active investment manager with a strong parent company, a culture of risk management and $521 billion in assets under management.* With 25 offices in 18 countries and over 550 investment professionals, we provide global investment and research capabilities with consultative local delivery. *Combined worldwide AUM as of June 30, 2016.
Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach—in combination with The Capital System℠--has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.
Founded in 1982 by Ron Baron, Baron Capital is a research-driven, long-term equity investment firm. We invest in growth businesses with substantial competitive advantages and strong management teams, using a value-oriented purchase discipline. We conduct rigorous research throughout the life of an investment focusing on management’s vision and leadership, and the business’ growth prospects.
Why BlackRock:BlackRock helps people around the world, as well as the world’s largest institutions and governments, pursue their investing goals. We offer: a comprehensive set of innovative investment solutions, global market and investment insights, and sophisticated risk and portfolio analytics. We work only for our clients, who have entrusted us with managing $4.89 trillion, earning BlackRock the distinction of being trusted to manage more money than any other investment firm in the world (as of 6/30/2016).
BNY Mellon Investment Management is one of the world's leading investment management organizations. Our goal is to build and manage investment strategies that address the changing needs of our clients. It starts with 13 autonomous, world-class investment firms representing a broad spectrum of asset management styles. We then deliver tailored solutions that are designed to match your requirements. Whether providing financial services for financial professionals, institutions or individual investors, we deliver informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $460 billion (in U.S. dollars as of June 30, 2016) of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
Davis Advisors is an independent, employee-owned investment firm founded in 1969. Davis manages approximately $37 billion, primarily in US Large Cap, US All Cap, Global & International equities, through SMAs, mutual funds & wrap accounts. The Davis family, directors & employees have more than $2 billion invested alongside clients and Davis is the largest single investor in each strategy.
DoubleLine is an independent, employee-owned money management firm founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions. As of September 30, 2016, DoubleLine had approximately $106 billion in total assets under management across various asset classes.
Federated is a global leader in asset management services. Our investment experience spans domestic and international equity, fixed-income, alternative and money market strategies distributed through intermediaries worldwide. We continue to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
First Eagle Investment Management is an independent firm with approximately $97 billion of assets under management as of 06/30/2016. Over its long history, the Firm has helped its clients to prevent permanent impairment of capital and earn attractive returns through widely varied economic cycles—a tradition that is central to its mission today.
FlexShares® offers funds specifically designed with real-world goals in mind. Each fund is designed to pursue specific investment objectives: growing assets, managing risk, generating income and managing liquidity. FlexShares product engineering combines the understanding of these investor needs with thoughtful design and global portfolio expertise to produce investment strategies that improve and simplify the investment decision process for the long-term investor. For more information, please visit www.flexshares.com.
Foundation Source is the nation’s largest provider of comprehensive support services forprivate foundations. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution, including the creation of new foundations. Our clients supply the vision; we provide everything else. Now in our second decade, Foundation Source provides its services to more than 1,300 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Established in 1934, Henderson Global Investors (Henderson) is a leading independent global asset management firm. The company provides its institutional, retail and high net-worth clients access to skilled investment professionals representing a broad range of asset classes, including equities, fixed income, property and alternative investments. With its headquarters in London, Henderson is one of Europe's largest investment managers, with $127bn assets under management and employs around 1000 people worldwide (as of 6/30/16).
IMCA is the only professional association dedicated to advanced investment advisors and wealth managers. IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certifications, conferences, and membership provide financial professionals with the education and expertise to grow their business and better serve their clients.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world, Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.
For over a century, J.P. Morgan Asset Management has served some of the world's most demanding clients. With more than $1.4 trillion in AUM, we leverage our robust investment capabilities across the globe to deliver industry-leading investment solutions. J.P. Morgan Funds is committed to providing financial advisors with the highest level of market and investment insights, solutions and support to help them strengthen their business practices and forge stronger client relationships.
Nationwide® is a Fortune 100 mutual company with an 85-year history of strength and stability. We help advisors break down and simplify complex retirement challenges with powerful support, tools and strategies, and diverse solutions including annuities, mutual funds, life insurance and retirement plans. We’re committed to helping America retire successfully. Learn more at nationwide.com/retirement.
Natixis Global Asset Management serves thoughtful investment professionals worldwide through our Durable Portfolio Construction® approach: applying risk-minded insights to empower intelligent investing. Uniting 20+ investment managers, Natixis ranks among the world’s largest asset management firms.
Nuveen, an operating division of TIAA Global Asset Management, provides access to investment expertise and product solutions from leading asset managers. Committed to securing the long-term goals of individual investors and the advisors who serve them, Nuveen manages more than $239 billion in assets as of June 30, 2016.
OppenheimerFunds, Inc. is one of the largest and most reputable investment management firms in the country. OppenheimerFunds and its subsidiaries offer a broad array of products and services to individuals, institutional investors and corporations worldwide. OppenheimerFunds, including its subsidiaries, managed more than $217 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2016.
Founded in 1971, PIMCO is dedicated to delivering attractive risk-adjusted returns through all market and economic cycles for financial professionals, individuals, corporations and institutions across the globe. Our time-tested investment process combines top-down macroeconomic perspectives with extensive bottom-up research, individual security analysis and risk management.
Pioneer Investments is a leading global asset manager founded in 1928 by legendary value investor Philip L. Carret. Our investment approach, tried and tested for 88 years, is driven by in-depth proprietary research, integrated risk analysis, and experienced team-based portfolio management. We offer investment solutions across traditional and non-traditional strategies for institutions, intermediaries, and private investors around the world.
For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve financial security. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets, our scale and global reach offer clients access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions. State Street Global Advisors is the investment management arm of State Street Corporation. *Assets under management were $2.30 trillion as of March 31, 2016. AUM reflects approx. $32.6 billion (as of March 31, 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM and State Street Global Advisors are affiliated.
Founded in 1982, Thornburg Investment Management offers solutions for retail and institutional investors. Our flexible active approach, unconventional portfolio construction, and collaborative culture are important to how we do business. In Sante Fe, NM—far from the groupthink of Wall Street—Thornburg sees the world from a different financial perspective.
USCF operates on the leading edge of Exchange Traded Product (ETP) innovation. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund (USO), in 2006. Over the next decade, USCF designed and issued twelve more specialty ETPs across commodity and equity asset classes. USCF currently manages over $5 billion from its headquarters in Oakland, California.
Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2016, we managed more than $3.34 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds. Connect with Vanguard® at advisors.vanguard.com.
William Blair is committed to building relationships with our clients and providing expertise to meet their needs. We are 100% active-employee-owned. Our investment teams are focused on active management and employ disciplined, analytical research processes across wide ranges of strategies, including U.S. equity, non-U.S. equity, fixed income, multi-asset and alternatives.