Allianz Global Investors is a leading active asset manager with over 700 investment professionals* in 25 offices worldwide and managing USD 612 billion in assets for individuals, families and institutions. Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.
Amundi Pioneer Asset Management is the US investment headquarters of parent company Amundi, among the world’s top 10 asset managers globally and the leader in Europe. Formed in 2017 following the acquisition of Pioneer Investments by Amundi, Amundi Pioneer has approximately $89.30 billion in assets (as of 9/30/18). The company offers a broad range of fixed income, equity, and multi-asset investment solutions to institutional and individual investors worldwide.
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.
Black Creek Group is an experienced real estate investment management and development firm that has bought or built over $19 billion of investments throughout its more than 25-year history. The firm manages diverse investment offerings across the spectrum of commercial real estate – including office, industrial, retail and multifamily – providing a range of investment solutions for both institutional and wealth management channels. Black Creek Group has nine offices across North America with more than 300 professionals.
BNY Mellon Investment Management is one of the world’s largest investment firms. We believe that the right results begin by being relevant to every client, whether that is engaging the way they want, offering diversified strategies or providing quality insights for better-informed decisions. That is why we have designed a model that is built around investors’ needs to offer the best of both worlds: bringing together world-class investment firms with best of breed talent and unique cultures combined with the global scale and strength of BNY Mellon Investment Management. We look to connect investors with opportunities across every major asset class, globally.
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(SM) — 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.
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients, managing $469 billion* across asset classes. Our team-based, risk-aware and performance-driven approach delivers the consistent investment experience you demand.*In U.S. dollars as of September 30, 2019. Source: Ameriprise Q3 Earnings Release. Contact us for more current data. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
DWS is one of the world's leading asset managers with nearly $819 billion of assets under management, as of 06/31/19. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. The brand DWS represents DWS Group GmbH & Co. KGaA and any of its subsidiaries, such as DWS Distributors, inc., which offers investment products, or DWS investment Management Americas, Inc. and RREEF America L.L.C., which offer advisory services.
Federated is a global investment manager known for its disciplined investment approach. Our products span domestic and international equity, fixed-income, alternative and money market strategies, all distributed through a network of institutions and intermediaries worldwide. Federated believes diligently doing business the right way over time presents the best opportunity for growth. We continue to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our second decade, Foundation Source provides its services to more than 1,600 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Hartford Funds uses its human-centric investing approach to understand the rational and emotional ways investors think about their money, investments, and relationships with financial advisors. We partner with academics and experts to deliver insights into investor psychology, demographic trends and behavior. Hartford Funds also delivers investment insights for advisors and their clients. Our product line-up includes a variety of mutual funds and multifactor and active ETFs. Excluding affiliated funds of funds, as of June 30, 2019, Hartford Funds Management Company, LLC and its wholly owned subsidiary, Lattice Strategies LLC, had approximately $121.3 billion in discretionary and non-discretionary assets under management.
Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our 13 distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, Invesco managed $1.2 trillion in assets on behalf of clients worldwide as of June 30, 2019.
Investments & Wealth Institute® (formerly IMCA®) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor ® (RMA®)—we deliver rigorous, highly practical education.
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. Our approach channels the thinking of some of the industry's most talented managers, spanning equities, fixed income, multi-asset and alternatives, globally.
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.
Macquarie Investment Management is a global asset manager, headquartered in Philadelphia, with offices throughout the world. We are active managers who prioritize autonomy and accountability in pursuit of opportunities that matter for clients. Our conviction-based, long-term approach guides us in managing assets on behalf of investors worldwide, across all asset classes. In the US, retail investors recognize our Delaware Funds as one of the longest-standing mutual fund families, with more than 75 years in existence.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms.
With over $500 billion in Assets Under Management as of March 31, 2019, New York Life Investments is comprised of the affiliated global asset management businesses of our parent company, New York Life Insurance Company (New York Life). We offer clients access to specialized, independent investment teams through our family of affiliated boutiques. We remain committed to our clients through our boutiques and a long-lasting focus on sustainable relationships. Assets under management is inclusive of the assets of investment management businesses affiliated with New York Life Insurance Company. For certain non-U.S. investment advisors AUM is reported at the spot rate.
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has more than $1 trillion in assets under management as of 30 June 2019 and operations in 23 countries. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
The Options Industry Council (OIC) is an industry resource funded by OCC, the world’s largest equity derivatives clearing organization. OIC’s mission is to provide free and unbiased education to investors and financial advisors on the benefits and risks of using exchange-listed options to gain market exposure, generate income and as risk management solutions. Managed by OCC, OIC delivers its education through the Options Education Program, a structured platform offering self-directed online courses, webinars, videos, podcasts, live events and live assistance from OIC’s options professionals.
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.
Scanlan Theodore is a women’s fashion and accessories brand which was founded in Melbourne, Australia in 1987. The brand has 20 stores in Australia and 3 stores in New York City. Scanlan Theodore is best known for dressing busy, professional women in high quality European fabrics and well-crafted, timeless designs.
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create costeffective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s third-largest asset manager with US $2.8 trillion under our care (AUM reflects approximately $32.7 billion (as of March 31, 2019), with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated).
Thornburg Investment Management is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income, equity and alternatives investing, the firm oversees $43 billion as of September 30, 2019 across mutual funds, institutional accounts, separate accounts for high-net-worth investors, and UCITS funds for non-U.S. investors. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico.
Touchstone Investments commitment to being Distinctively Active means the use of an integrated and rigorous process for identifying and partnering with institutional asset managers who serve as sub-advisors to Touchstone Funds. It also signifies advocating a robust approach to portfolio construction that exclusively uses active strategies or employs active strategies that serve as complements to passive strategies. Offerings include U.S. equity, international/global equity, U.S. fixed income, diversified income, multi-asset and alternative investment funds.
T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $1.125 Trillion in assets under management as of June 30, 2019.
USCF operates on the leading edge of exchange-traded product (ETP) and exchange-traded fund (ETF) innovation. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (USO), in 2006. Over the next decade, USCF designed and issued twelve more ETPs and ETFS across commodity and equity asset classes.
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, 2018, we managed more than $4.70 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds.