In order to help us fulfill our mission—to improve financial security for people—we dedicate significant resources to our manager research in an effort to select some of the world's leading managers and strategies.
Each of the below client-ready money manager profiles are designed to help advisors and investors better understand our manager research by providing information on:
For regulatory reasons, each profile file must be used in its entirety and pages may not be separated for individual use. Manager profiles are not available for LifePoints® Funds, Target Portfolio Series.
A manager profile is not available for Multifactor U.S. Equity Fund.
A manager profile is not available for Multifactor International Equity Fund.
FUND NAME | MANAGER PROFILE | FINRA LETTER |
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Global Infrastructure Fund | Download profile | Download letter |
Global Real Estate Securities Fund | Download profile | Download letter |
FUND NAME | MANAGER PROFILE | FINRA LETTER |
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Tax-Managed Real Assets Fund | Download profile | Download letter |
A manager profile is not available for Long Duration Bond Fund.
FUND NAME | MANAGER PROFILE | FINRA LETTER |
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Tax-Exempt High Yield Bond Fund | Download profile | Download letter |
Tax-Exempt Bond Fund | Download profile | Download letter |
FUND NAME | MANAGER PROFILE | FINRA LETTER |
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Multi-Strategy Income Fund | Download profile | Download letter |
Multi-Asset Strategy Fund | Download profile | Download letter |