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Institutional Investor Advisor Individual Investor

High Active Share

High Active Share

Actively managed strategies strive to generate distinct return streams that can complement market-based investment options. Active share measures the role of individual stock selection in delivering investment performance. These are focused strategies that emphasize growth and reflect the highest conviction ideas of our portfolio managers.

Perspectives

  • Jeffrey Schulze on AssetTV Active Management Panel
    Investment Strategist Jeffrey Schulze, CFA joined AssetTV's Active Management panel to discuss the potential benefits and opportunities for active management in today's equity market.
  • All Cap Growth Strategy
    1Q17 Commentary: Technology and health care led a rebound for growth stocks.
  • Sustainability Leaders Strategy
    1Q17 Commentary: Actively favoring renewable over carbon-intensive energy stocks drove results.
  • Mid Cap Growth Strategy
    1Q17 Commentary: Upticks in economic growth and technology spending bode well for the portfolio.
  • All Cap Value Strategy
    1Q17 Commentary: We think disruption from e-commerce and other industry changes are very real, and we have mostly avoided the carnage and value-trap risks in this sector.

Institutional Separate Accounts

(As of March 31, 2017)
Average Annual Returns
Name Strategy AUM YTD Returns 1 Year 3 Years 5 Years 7 Years 10 Years Fact Card Commentary Copy link to clipboard

Mutual Funds

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Separately Managed Accounts

Name Performance Fact Card Commentary Copy link to clipboard

Closed-End Funds

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Variable Investments

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