Meet Our Investment Managers

Diversification For Evolving Expectations 

We listen hard. Then work harder. 
  • We target real estate value by relying on the fundamentals of proprietary research, innovative ideas and the judgment of 35 years of experience.

    About Clarion Partners
  • We provide investors with long-term real estate strategies to support their investment objectives, mindful of our obligations of responsibility, transparency and trust.

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  • Our portfolio management philosophy is predicated on a team-oriented approach that emphasizes investment value enhancement.

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  • Authentic active management. The most effective way to express our highest conviction ideas.

    About ClearBridge Investments
  • Original research. A specialized group of sector and portfolio analysts drives differentiated stock selection.

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  • Making an impact. We believe active, integrated ESG investing allows investors to pursue principles and performance.

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  • We have a rigorous due diligence process to select outstanding independent investment managers, relying on quantitative and qualitative tools.

    About EnTrustPermal
  • Our management team establishes a top-down worldview and looks to assemble a diversified portfolio of managers based on their underlying investment strategies, focus and market exposure.

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  • Comprehensive risk management. An integral part of our management selection and monitoring process designed to manage risk at both the individual manager and broader portfolio level.

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  • High-conviction active management. Rigorous fundamental research complements strong valuation discipline, with an independent and dynamic risk function.

    About Martin Currie
  • Differentiated ESG and stewardship. Effective stewardship of its clients’ capital through active ownership and industry-leading Environmental, Social and Governance (ESG) analysis.

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  • Tailored equity solutions. Investment solutions giving clients the outcomes they need: Market Aware; Long-Term Unconstrained; Sustainable Income & Growth; and Absolute Returns.

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  • Driven to elevate the certainty of outcomes. Combining academic and scientific insight with investment expertise and data/technology to drive outcome certainty.

    About QS Investors
  • Turning human behavior into a catalyst of certainty. Our philosophy is that greater certainty about the future is gained by understanding how human behaviors shaped the past.

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  • Great minds free to explore “What if?” We ask more to know more, to do more, so we can deliver more.

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  • Our investment team has experience across the infrastructure asset life cycle, providing deep expertise to make informed portfolio decisions.

    About RARE Infrastructure
  • Our experience, breadth across the entire infrastructure spectrum and passion for infrastructure assets allows RARE to assess the true market value of individual securities and identify attractive investment opportunities for our clients.

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  • Within a portfolio, infrastructure offers investors the potential for lower volatility, stable cash flow, inflation protection and diversification.

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  • Unparalleled Knowledge & Experience [in Small-Cap Companies] Small-cap investment management has been our specialty for 40+ years

    About Royce & Associates
  • Our team has the confidence to go against consensus, the insight to uncover opportunities others might miss, and the tenacity to stay the course through market cycles.

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  • A commitment to investing with you. Our team of 17 portfolio managers have significant personal investments in the strategies they manage.

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  • We believe that by dedicating all of our resources to active fixed-income asset management we can provide superior investment results and service to our clients.

    About Western Asset
  • We think and act on a global basis. Diversity of knowledge and experience from specialists located throughout our eight global investment centers meaningfully broadens our opportunity set and improves our ability to diversify portfolios.

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  • We integrate risk management into our portfolio construction process, and independent risk managers continually monitor portfolio risk.

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Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. 

IMPORTANT INFORMATION: Past performance is no guarantee of future results.  Performance shown excludes sales charges, if any. Had sale charges been included, performance would be lower. Daily Change($) indicates change in the Net Asset Value (NAV) from the previous business day. All investments involve risk, including loss of principal. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision. Additional share classes and products may be available. 



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IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

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