Member Investment Managers

American Century Investments® is a leading, privately-controlled investment management firm with over $240 billion in assets under management and has been committed to delivering superior investment performance and building long-term client relationships since 1958. Headquartered in Kansas City, Missouri, American Century Investments also has 8 global offices spanning the US, Europe, Asia and Australia. Serving financial intermediaries, investment professionals, institutions, corporations, and individual investors, American Century Investments offers a variety of investment disciplines. Through American Century Investments’ ownership structure, more than 40 percent of the firm’s profits support research to help find cures for genetically-based diseases including cancer, diabetes, and dementia.

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.

Fidelity Institutional Asset Management^SM is dedicated to the institutional marketplace and serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Fidelity Institutional Asset Management is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, and global asset allocation.

With more than $540 billion in assets under administration and over 750 institutional and 50,000 financial advisor clients (as of September 30, 2015), Fidelity Institutional Asset Management is one of the largest organizations serving the U.S. institutional marketplace.

Fidelity Investments Institutional Services Company, Inc., 500 Salem St., Smithfield, RI 02917.

First Eagle Investment Management is an independent firm that manages approximately $113 billion* in assets for institutional and individual clients. With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to mitigating downside risk remain our primary goals.

*Assets under management as of June 30, 2021.
First Eagle Investment Management is the brand name for First Eagle Investment Management, LLC and its Subsidiary investment advisers