| Strategies Asian Real Estate Securities Strategy Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns. | Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns. | |
| European Real Estate Securities Strategy Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns. | Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns. | |
| Global Infrastructure Securities Strategy Invests in the equity securities of publicly traded infrastructure companies worldwide. | Invests in the equity securities of publicly traded infrastructure companies worldwide. | |
| Global Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide. | Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide. | |
| India Infrastructure Strategy Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India. | Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India. | |
| Private Infrastructure Strategy The Infrastructure Strategy is a leading global infrastructure investment platform. | The Infrastructure Strategy is a leading global infrastructure investment platform. | |
| Private Real Estate Strategy Manages global value-add / opportunistic and regional core private real estate investment strategies. | Manages global value-add / opportunistic and regional core private real estate investment strategies. | |
| U.S. Real Estate Securities Strategy Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns. | Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns. | |
| Global Focus Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide. | Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide. | |
| U.S. Focus Real Estate Securities Strategy Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns. | Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns. | |
| Energy Transition and Innovation Opportunities Strategy The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. | The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. | |
| Global Sustainable Real Estate Securities Strategy Invests in those securities in the global real estate industry determined to have the best forward total return potential based upon relative valuation and environmental, social and governance considerations. | Invests in those securities in the global real estate industry determined to have the best forward total return potential based upon relative valuation and environmental, social and governance considerations. | |
| US Real Estate Private Credit Strategy Mesa West Capital manages core and value-add commercial real estate credit strategies which originate commercial real estate loans secured by institutional quality properties throughout the United States. | Mesa West Capital manages core and value-add commercial real estate credit strategies which originate commercial real estate loans secured by institutional quality properties throughout the United States. | |
| European Real Assets Private Credit Strategy Invests in investment grade and value-add senior loans secured by European real assets. | Invests in investment grade and value-add senior loans secured by European real assets. |
| Strategies Asia Opportunity Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment. | Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment. | |
| Developing Opportunity Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment. | Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment. | |
| Established Opportunity Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment. | Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment. | |
| Europe Opportunity Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment. | Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment. | |
| Global Change Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons. | Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons. | |
| Global Emerging Markets Equity Strategy Core portfolio of quality growth companies, integrating global thematics and country drivers to identify bottom-up opportunities. | Core portfolio of quality growth companies, integrating global thematics and country drivers to identify bottom-up opportunities. | |
| Sustainable Emerging Markets Strategy Core portfolio of quality growth companies, seeking to deliver on financial objectives and sustainability through thematic alignment. | Core portfolio of quality growth companies, seeking to deliver on financial objectives and sustainability through thematic alignment. | |
| Emerging Markets Leaders Strategy Emerging market industry leaders, without benchmark constraints. Focused 25-40 holdings. | Emerging market industry leaders, without benchmark constraints. Focused 25-40 holdings. | |
| Next Gen Emerging Markets Strategy Concentrated portfolio of high quality companies in next generation themes and overlooked frontier and emerging markets. | Concentrated portfolio of high quality companies in next generation themes and overlooked frontier and emerging markets. | |
| Passport Overseas Equity Strategy Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions. | Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions. | |
| China A Equity Strategy High quality companies in Greater China with a sustainable growth profile and strong return potential. | High quality companies in Greater China with a sustainable growth profile and strong return potential. | |
| Saudi Equity Strategy Saudi Arabia listed equities with quality bias, and strong value or growth style characteristics. | Saudi Arabia listed equities with quality bias, and strong value or growth style characteristics. | |
| Global Endurance Invests primarily in companies with growing intrinsic value. | Invests primarily in companies with growing intrinsic value. | |
| Global Franchise Equity Income Strategy Invests in high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. | Invests in high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. | |
| Global Franchise Strategy Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | |
| Global Opportunity Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment. | Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment. | |
| Global Quality Strategy Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation. | Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation. | |
| Global Sustain Strategy Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons. | Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons. | |
| Inception Invests primarily in established and emerging small cap companies in the United States. | Invests primarily in established and emerging small cap companies in the United States. | |
| Discovery Invests primarily in established and emerging mid cap companies in the United States. | Invests primarily in established and emerging mid cap companies in the United States. | |
| Growth Invests primarily in established and emerging large cap companies in the United States. | Invests primarily in established and emerging large cap companies in the United States. | |
| Insight Invests primarily in established and emerging companies in the United States. | Invests primarily in established and emerging companies in the United States. | |
| Global Insight Invests primarily in established and emerging companies globally. | Invests primarily in established and emerging companies globally. | |
| Advantage Invests primarily in established large cap companies in the United States. | Invests primarily in established large cap companies in the United States. | |
| International Advantage Invests internationally in high quality established companies that the team believes are undervalued at the time of investment. | Invests internationally in high quality established companies that the team believes are undervalued at the time of investment. | |
| Indian Equity Strategy Indian equities with a quality, growth bias and focused on domestic winners. | Indian equities with a quality, growth bias and focused on domestic winners. | |
| International Equity Plus Strategy Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capitalemployed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals. | Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capitalemployed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals. | |
| International Equity Strategy Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S. | Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S. | |
| International Opportunity Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment. | Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment. | |
| Permanence Invests primarily in established companies in the United States that benefit from efficient scale. | Invests primarily in established companies in the United States that benefit from efficient scale. | |
| Global Permanence Invests primarily in established companies globally that benefit from efficient scale. | Invests primarily in established companies globally that benefit from efficient scale. | |
| Counterpoint Global Invests primarily in established and emerging companies globally. | Invests primarily in established and emerging companies globally. | |
| Vitality Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare. | Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare. | |
| Calvert Sustainable Climate Aligned Strategy The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company. | The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company. | |
| Calvert Sustainable Diversity, Equity and Inclusion Strategy Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture. | Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture. | |
| Calvert Sustainable Select Strategy The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. | The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. | |
| Japanese Value Equity Strategy Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value. | Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value. | |
| American Resilience Strategy Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | |
| International Resilience Strategy Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation. | |
| Calvert Global Equity Strategy Concentrated and balanced portfolio of high and improving quality companies that exhibit sound management of ESG characteristics. The strategy invests in sustainable business models, with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and strong capital allocation, with a proven ability to compound cashflows over the long term. | Concentrated and balanced portfolio of high and improving quality companies that exhibit sound management of ESG characteristics. The strategy invests in sustainable business models, with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and strong capital allocation, with a proven ability to compound cashflows over the long term. | |
| Tailwinds Invests primarily in established and emerging large cap companies in the United States. | Invests primarily in established and emerging large cap companies in the United States. |
| Strategies Americas Middle-Market Private Equity Strategy Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America. | Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America. | |
| Asia-Pacific Private Equity Strategy Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region. | Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region. | |
| Energy-Focused Private Equity Strategy Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America. | Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America. | |
| Expansion Capital Strategy Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors. | Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors. | |
| Private Equity Co-Investments Strategy Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors. | Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors. | |
| Private Equity Climate Investing Private equity investments that offer financial return prospects and demonstrable and measurable positive environmental impact. | Private equity investments that offer financial return prospects and demonstrable and measurable positive environmental impact. | |
| Impact Investing Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact. | Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact. | |
| Private Credit Strategy Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe. | Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe. | |
| Private Equity Fund Investing - Global Diversified Provides access to a globally diversified portfolio of private equity investments. | Provides access to a globally diversified portfolio of private equity investments. | |
| Private Equity Fund Investing - Thematic Provides focused exposure to private market interests within a single strategy category.These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities. | Provides focused exposure to private market interests within a single strategy category.These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities. | |
| Private Opportunistic Investing Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities. | Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities. |
| Strategies Core Fixed Income Strategy Invests in a mix of U.S. denominatedinvestment-grade securities, particularly U.S. government, corporate and securitized assets. | Invests in a mix of U.S. denominatedinvestment-grade securities, particularly U.S. government, corporate and securitized assets. | |
| Core Plus Fixed Income Strategy Invests in U.S. denominatedinvestment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies. | Invests in U.S. denominatedinvestment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies. | |
| Emerging Markets Corporate Debt Strategy Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities. | Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities. | |
| Emerging Markets Domestic Debt Strategy Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies. | Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies. | |
| Emerging Markets Fixed Income Opportunities Strategy Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt. | Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt. | |
| European Aggregate Core Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros. | Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros. | |
| European Aggregate Core Plus Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies. | Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies. | |
| European Credit Strategy Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers. | Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers. | |
| European High Yield Bond Strategy Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt. | Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt. | |
| European Short Maturity Strategy Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure. | Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure. | |
| Global Aggregate Fixed Income Strategy Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers. | Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers. | |
| Global Buy and Maintain Credit Strategy Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation. | Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation. | |
| Global Convertible Bond Strategy Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics. | Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics. | |
| Global Credit Strategy Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers. | Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers. | |
| Global Fixed Income Opportunities Strategy Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income. | Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income. | |
| Global High Yield Strategy Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia. | Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia. | |
| Global Premier Credit Strategy Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies. | Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies. | |
| Global Securitized Strategy Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions. | Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions. | |
| Government Bond Strategy Seeks a high level of income through value-oriented investing in U.S. government securities. | Seeks a high level of income through value-oriented investing in U.S. government securities. | |
| Sterling Corporate Bond Strategy Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers. | Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers. | |
| Strategic Income Strategy Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments. | Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments. | |
| US Middle Market High Yield Strategy Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit. | Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit. | |
| US Investment Grade Corporate Strategy Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers. | Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers. | |
| US Limited Duration Strategy Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years. | Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years. | |
| US Long Duration Strategy Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity. | Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity. | |
| US Mortgage Strategy Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income. | Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income. | |
| US Short Duration Strategy Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years. | Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years. | |
| Emerging Markets Debt Hard Currency Strategy Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars. | Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars. | |
| Global Green Bond Strategy The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. | The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. |
| Strategies Absolute Return Strategy Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets. | Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets. | |
| Alternative Lending As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance. | As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance. | |
| Applied Enhanced Index Russell 1000 Strategy Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size. | Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size. | |
| Applied Global Concentrated Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential. | Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential. | |
| Applied Global Concentrated ESG-Screened Equity Strategy Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen. | Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen. | |
| Applied Global Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential. | Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential. | |
| Applied U.S. Core Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields. | Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields. | |
| Global Balanced Income Strategy Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets. | Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets. | |
| Global Balanced Risk Control Strategy: Fixed Weight Benchmark Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets. | Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets. | |
| Global Balanced Risk Control Strategy: Total Portfolio Risk Control Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs. | Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs. | |
| Global Tactical Asset Allocation Strategy Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark. | Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark. | |
| Hedge Funds: Advisory Solutions Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions. | Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions. | |
| Hedge Funds: Broadly Diversified Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies. | Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies. | |
| Hedge Funds: Custom Solutions Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors. | Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors. | |
| Hedge Funds: Opportunistic Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities. | Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities. | |
| Hedge Funds: Strategy-Focused Provides focused exposure to hedge fund managers within a single strategy category. | Provides focused exposure to hedge fund managers within a single strategy category. | |
| Managed Futures: Custom Solutions Customized managed futures investment programs designed in accordance with a client's unique needs. | Customized managed futures investment programs designed in accordance with a client's unique needs. | |
| Managed Futures: Multi-Manager Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle. | Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle. | |
| Managed Futures: Sector-Focused Provides qualified investors access to multi-manager funds dedicated to specific investment sectors. | Provides qualified investors access to multi-manager funds dedicated to specific investment sectors. | |
| Managed Futures: Single-Manager Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor. | Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor. | |
| Portfolio Solutions - Multi-Alternative Strategies Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client. | Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client. | |
| Outsourced CIO Programs Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client. | Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client. | |
| US Dynamic Value Strategy US Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness. | US Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness. |
