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Our Commitment to Advisors

As a committed partner for more than 20 years, we strive to provide ongoing resources and expertise to advisors. Our priority, above all, is helping advisors manage real-world risks and meet the needs of their clients. Through our broad array of thought leadership, practice management tools, and ultimately, our investment products, we are able to find solutions that best fit your practice.

Resources for Financial Advisors

We understand how important it is for you to actively monitor the environment and deliver solutions that address the real-world problems investors are facing. Learn more about our truly active investment approach, and access useful tools and resources on topics that matter most to you and your clients.

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Resources for Retirement
Plan Advisors

In a retirement landscape that is full of new challenges, your clients rely on your expertise as the environment changes. Learn more about the tools and resources we offer to take a proactive approach to retirement.

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Insights for Financial Professionals

November 23, 2015

Regulatory FAQs: Department of Labor Fiduciary Re-Proposal

I've been told that the Department of Labor's proposed definition of fiduciary expands the number of people who would be considered "fiduciaries" under ERISA. What does that really mean?

November 23, 2015

The U.S. Manufacturing Renaissance: Weathering the Storm

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe that the trend is likely to continue going forward.

November 19, 2015

Selectivity: The New Way Forward for Investors

Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play out over the next several years.

November 06, 2015

Breaking Down Derivatives in Fixed Income

In this video Marc Bushallow, Managing Director of Fixed Income, defines derivatives and discusses four primary types - forward contracts, futures contracts, options, and swaps.

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