Our clients

Combining stability with agility, global reach with local depth, and broad multi-asset skill with specialization, we believe we are well positioned to address our clients' challenges.

Client, firm, self

This philosophy guides everything we do. That’s why we work not only to deliver superior investment returns to our clients, but also to provide “service alpha” — to go above and beyond what our clients expect.

Our goal is to build strong, long-term relationships with our clients. Our experienced relationship management and client service management professionals typically specialize by client type or geography, providing a thorough understanding of each client's unique needs in pursuit of investment and operational excellence.

Who we serve

Sovereign Clients

Our sovereign clients include central banks, government investment agencies, and supranational and government-sponsored entities worldwide.

Retail Clients

After opening our doors to retail clients, we are now serving more than 29,000 private investors worldwide. We believe in a Democratic investment philosophy, so even the smallest portfolios experience institutional levels of success.

Defined benefit plans

We have worked with defined benefit (DB) plan sponsors for more than 40 years, and today we manage money for hundreds of corporate and public plans worldwide.

Defined contribution plans

We provide DC plans with advanced investment thinking and holistic solutions to help improve participant outcomes.

Endowments and foundations

We have been serving the investment needs of diverse nonprofit organizations since 1963.

Family offices

We manage assets for a worldwide clientele of family offices in a wide range of equity, fixed income, alternative, and multi-asset approaches.

Insurers

Insurance companies worldwide depend on us for investment solutions tailored to their unique needs.

Intermediaries and wealth managers

We serve as investment adviser or subadviser to clients who sponsor mutual funds and other commingled vehicles, including banks, insurance companies, and asset managers.