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Institutional Investor Advisor Individual Investor

High Active Share

Delivering Differentiated Portfolios

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 contrarian value and reflect the highest conviction ideas of our portfolio managers.

Perspectives

  • Why EV Adoption Is Poised to Accelerate
    Convergence of new technologies and business models is driving increased sales of electric vehicles.
  • Readying for a 5G World
    Analysts Deepon Nag and Erica Furfaro discuss the advantages and investment opportunities created by the new 5G wireless standard.
  • Anatomy of a Recession 1Q20 Update
    Investment Strategist Jeff Schulze discusses the risks of a recession in 2020, highlighting the consumer and the Fed as swing factors.
  • Large Cap Growth Strategy Update
    PM Margaret Vitrano discusses strength in the technology sector, portfolio positioning changes and preparing for risks and opportunities in an election year.
  • Can Consumers Keep Spending?
    Consumer Analysts Neal Austria and Rob Buesing discuss catalysts behind consumer strength and how to invest in this trend.

Institutional Separate Accounts

(As of December 31, 2019)
Average Annual Returns
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Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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