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 $758 billion (Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017) on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 50 client relationship offices 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℠--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.
Black Creek Group is an innovative real estate investment management firm with more than $18 billion of investments over its 25 year history. The company manages diverse product offerings across the spectrum of commercial real estate – including office, industrial retail and multifamily – and has a track record of creating value and producing long-term results for investors. Black Creek offers a range of investment solutions for both institutional and wealth management channels.
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 September 30, 2017, the firm manages approximately $5.977 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.
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.
With $811 billion of assets under management (as of June 30, 2017), Deutsche Asset Management is one of the world’s leading investment management organizations. Deutsche Asset Management is the brand name of the Asset Management division of the Deutsche Bank Group. The respective legal entities offering products or services under the Deutsche Asset Management brand are specified in the respective contracts, sales materials and other product information documents. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major 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 is an independent firm with approximately $110 billion in assets under management as of June 30, 2017. Over our long history, we have helped clients preserve purchasing power and earn attractive returns through widely varied economic cycles.
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.
Foundation Source is the nation’s largest provider of comprehensive support services for private 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.
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.
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, including PowerShares QQQ. 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.
Janus Henderson is committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients
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.
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 30 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. As of September 30, 2017, the firm manages over $284 billion in assets.
NextShares Solutions is a wholly owned subsidiary of Eaton Vance Corp. formed in 2011 to develop and commercialize NextShares. Aspects of the operation of NextShares are protected intellectual property owned by NextShares Solutions. NextShares™ exchange-traded managed funds are a new way to invest in actively managed strategies. Because they are actively managed, NextShares offer the potential for benchmark-beating returns by applying their manager’s proprietary investment research. Because they trade on an exchange, NextShares may offer cost and tax efficiencies that can enhance shareholder returns. NextShares may invest across all fund asset classes and are expected to be offered by a range of well-known asset managers.
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 $948 billion in assets under management as of 9/30/17 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.
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 $240 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2017.
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.
At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across global markets while meeting their toughest investment challenges. We’re part of PGIM, the 9th-largest investment manager globally with more than $1 trillion in assets under management as of 6/30/2017.
For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve their investment objectives. 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 under management, 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 $2.61 trillion as of June 30, 2017. AUM reflects approx. $34.01 billion (as of June 30, 2017) with respect to which State Street Global Advisors Funds Distributors, LLC serves as marketing agent; State Street Global Advisors Funds Distributors, LLC 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.
VanEck manages forward-looking, intelligently designed investment strategies that take advantage of targeted market opportunities. The firm is a pioneer in global investing with a history of placing clients’ interests first in all market environments.
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 September 30, 2017, we managed more than $4.32 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds.