Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage worldwide assets worth $77.88 billion (as of December 31, 2017) on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 46 client relationship offices globally.
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 more than $598 billion in AUM. With 25 offices worldwide and over 650 investment professionals, we provide global investment and research capabilities with consultative local delivery. AUM Data as of December 31, 2017.
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 1981, Atalanta Sosnoff Capital is a boutique firm based in NYC specializing in Large Cap equity and balanced strategies. Our earnings acceleration philosophy helps create a portfolio that is independent of growth and value styles, allowing us to optimize performance in a variety of market environments. We seek to integrate intensive fundamental research with economic, geo-political and industry themes. Atalanta's emphasis on capital preservation is evidenced by a willingness to raise cash in volatile market settings and a strong sell discipline. These principles have significantly contributed to our long term record of success in both up and down markets.
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.
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of December 31, 2017, the firm managed approximately $6.288 trillion in assets on behalf of investors worldwide.
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients. Our team-based, risk-aware and performance-driven approach delivers the consistent investment experience you, and your clients, demand. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
DWS is one of the world's leading asset managers with $843+ billion of assets under management as of 12/31/2017 and strong investment capabilities across all major asset classes. For 60+ years,DWS has aimed to be recognized globally as a trusted source for integrated investment solutions, stability and innovation.
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, 2018, DoubleLine had approximately $123 billion in total assets under management across various asset classes.
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.
FlexShares® leverages research and investment expertise across disciplines to offer new, insightful solutions designed to address actual investor goals. Each strategy is purposefully matched with a core investment objective: growing assets, managing risk, generating income or managing liquidity. FlexShares ETFs are engineered from the ground up including collaborating with an index provider to build the appropriate index that is designed to produce persistent return attributes while emphasizing transparency and cost efficiency in order to deliver alternative index strategies. We intensely focus on identifying and delivering unique insights not already priced into the market. Investors can benefit from our dedication to advancing the science of index design and transparency we deliver through our outcome-oriented ETF solutions for the long-term investor.
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 1,400 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.
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. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.
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®) and Certified Private Wealth Advisor® (CPWA®)—we deliver rigorous, highly practical education.
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.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States--Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/18--and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies—Individual independent rating agency commentary as of 7/30/2018: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).
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 $973 billion in assets under management as of June 30, 2018 and operations in 16 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.
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 $246 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2018.
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.
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.
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 cost-effective 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 nearly US $2.73 trillion under our care. (This figure is presented as of March 31, 2018 and includes approximately $56 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.)
T. Rowe Price, a global investment management organization with $903.6 B in AUM (as of June 30, 2017), offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns.
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, 2018, we managed more than $4.70 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds.