Our Investment Solutions

While each of our affiliates pursues unique and independent investment strategies, all share a team-based approach, a disciplined process and commitment to client service. Our wide range of investment strategies are customized to the needs and preferences of our institutional clients for fixed income, equities, liquidity, alternatives and mutual funds with innovative, cutting-edge offerings such as liability-driven investments, absolute return strategies and portable alpha.

Institutional Strategies

Fixed Income

Our fixed income strategies cover a range of sectors, geographies, rate exposure, durations and credit qualities. We tailor portfolio solutions to meet specific client risk/return profiles and defined investment objectives. Our diversity of taxable and tax-advantaged strategies allows us to add value in all market environments.

• Brandywine Global Investment Management
• Western Asset Management

Equities

We offer a variety of traditional and innovative equity strategies that span a wide spectrum of investment styles, regions, sectors and market capitalizations. Many of our equity managers are recognized as pioneers and innovators in specific areas of expertise such as small cap, intrinsic value and quantitative analysis.

• Batterymarch Financial Management
• Brandywine Global Investment Management
• ClearBridge Advisors
• Congruix Investment Management
• Esemplia Emerging Markets
• Global Currents Investment Management
• Legg Mason Capital Management
• Private Capital Management
• Royce & Associates

Liquidity

We provide institutional clients with a wide variety of liquidity and enhanced liquidity mandates customized to their unique portfolio needs. Our leadership in this category derives from a conservative philosophy that emphasizes active team management, careful sector allocation and security selection, and outstanding client service. Our product offerings include US and offshore money market funds as well as customized separate accounts.

• Western Asset Management

Alternatives

We offer investment opportunities in directional and absolute return strategies across global financial markets by providing access to independent investment managers worldwide through multi-manager and single manager funds, separate accounts, and participation in structured products. Our value added is derived from well-honed manager selection and risk management processes, our creative product engineering and ongoing asset allocation combined with a top down world view. Core strategies include Long/Short, Global Macro, Event Driven, and Fixed Income Trading.

• Permal Group
• Batterymarch Financial Management