Income-oriented investors need higher yields, diversification and lower risk. Our depth of fundamental research provides a potential information advantage. Our strategy breadth enables risk and return customization across public and private markets — all managed by specialized teams.
All investments carry a certain degree of risk, including the loss of principal.
Investment objectives may not be met.
1 Cerulli Associates, The Cerulli Report, U.S. Managed Accounts 2023. Data as of 31 Dec 2022, updated annually; most recent data available. All asset manager data based on total assets, which includes proprietary program assets, but does not include model separate accounts.
2 Pensions & Investments, 12 Jun 2023. Rankings based on active U.S. bonds, U.S. institutional tax-exempt assets under management as of 31 Dec 2022 reported by each responding asset manager; updated annually.
3 ANREV/INREV/NCREIF Fund Manager Survey 2023. Survey illustrated rankings of 116 fund managers globally by AUM as of 31 Dec 2022; updated annually.