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Institutional Investor Advisor Individual Investor

Low Volatility

Low Volatility

For equity exposure with lower variability of returns, an active focus on risk management can help. These strategies cultivate consistent results delivered with greater attention to downside protection through investment in high-quality companies with leading market positions.  

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.
  • Large Cap Value Strategy
    1Q17 Commentary: Markets have largely been positive on the more business-friendly attitude emanating from the White House.
  • Appreciation Strategy
    1Q17 Commentary: The market’s future path seems dependent upon the success of policy initiatives to bolster economic growth.
  • Appreciation Strategy Update
    1Q17 Update: PM Michael Kagan talks about the stock market drivers in the first quarter and reviews portfolio performance and activity.
  • Generating Consistent Growth in Today's Market
    PMs Margaret Vitrano and Evan Bauman discuss how they seek to capture growth in a subdued environment.

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

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Closed-End Funds

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Variable Investments

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