Member Investment Managers
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Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We base our decisions on a long-term perspective, which we believe aligns our goals with the interests of our clients. Achieving superior, long-term returns is our only goal, so managers are rewarded for their results, not the level of assets they manage. As a private firm with an independent charter, we invest in our capabilities through all markets, both good and bad. As such, our investment professionals are among the most experienced in the industry. We serve individual investors, financial intermediaries and institutions around the world through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management.
Cohen & Steers’ strategies are designed for investors seeking a liquid and low-correlation alternative to traditional portfolios of stocks and bonds. The Firm’s investment process combines the principles of active portfolio management with deep fundamental research and a constant focus on risk. Portfolios can be customized to meet specific client needs or managed as a multi-asset class blend of real asset categories.
1 At June 30, 2014
As of October 24, 2016, the firm’s line-up includes more than 55 mutual funds in a variety of styles and asset classes, and five strategic beta ETFs. Its mutual funds (with the exception of certain fund of funds) are sub-advised by Wellington Management or Schroder Investment Management North America Inc. Hartford Funds has mutual fund assets under management of $74.9 billion as of June 30, 2016 (excluding assets used in certain annuity products).
Our approach seeks consistently to deliver highly competitive, long-term results. Our motivation is the understanding that it’s not our money we are managing; it’s our investors. It’s their trust that drives us. We work hard to earn it each and every day.
At State Street Global Advisors, we manage $3 trillion of assets for the world’s governments, institutions and financial advisors. Leveraging a heritage of index investing and four decades of defined contribution (DC) market experience, State Street’s target date strategy serves 22 million participants and manages $97 billion in assets. We apply a finer lens to fund and index selection, a diversification approach that has supported our collective investment trust (CIT) target date fund series (inception 2005) in outperforming 92% of our peers, while also experiencing lower volatility than 76% of the same peer group. Our DC Intermediary team is dedicated to the advisor marketplace, including delivering public policy perspective and practice management resources. For more information, contact DCIntermediaryTeam@ssga.com.
The Vantagepoint Funds are now available to public and private sector plans in the Defined Contribution Investment-Only market. Vantagepoint’s investment process combines the demonstrated market expertise from award-winning subadvisors with the disciplined due diligence and oversight of in-house fund managers. The fund lineup incorporates diversification of ideas, strategies, and asset classes, including equity, fixed income, target-date, target risk, and stable value investment options. We believe a multi-managed approach not only increases diversification, but also may improve the consistency of returns over time by eliminating reliance on the results of a single manager. With a long-term perspective toward retirement planning, the Vantagepoint Funds offer a disciplined asset allocation process with competitive performance and pricing.