Helping you invest with confidence
Putting the Investor Firs is more than just our process. It’s our pledge to provide investors with strategies that inspire confidence in their financial future. It means giving them the tools they need to live life on their terms.
Putting the Investor First
No single investment firm is the best at managing every asset class. That's why we take a diversified approach that applies the experience of best-in-class portfolio managers throughout the industry to offer a full range of investment strategies.
This philosophy made us a pioneer in the sub-advised mutual fund industry. Simply put, we know how to select and monitor a diverse array of managers to seek better results. Watch the video to see our Investor first process, in detail.
The Investor First Methodology
Success doesn’t happen by accident. Each portfolio manager must meet the rigorous standards required by our Investor First process, which includes the following four steps:
1. Quantitative Analysis
We look at the numbers to identify strategies that strive to deliver strong, risk-adjusted returns, style consistency, and reduced risk.
2. Qualitative Analysis
We examine important factors, such as a manager’s investment philosophy, portfolio construction process, organizational structure, and risk management. This means going beyond hard numbers to truly understand the context that leads to the outcomes.
3. Investment Manager Recommendation
We combine our quantitative and qualitative analyses with an objective, collaborative process to recommend an investment manager. Our Investment and Investment Risk committees vet each manager we choose.
4. Continuous Monitoring
We continuously monitor the fund managers we select. Each day, week, month, and quarter, we assess their investment performance, adherence to style, portfolio volatility, and active share. When managers do not meet expectations, they may be replaced.