Equity Strategies

U.S., international & global investment opportunities for institutional investors

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Investment Strategies U.S. Equity Investments

U.S. equity investments typically invest in stocks of U.S. companies. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

Our investment approach
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Large Cap Defensive Equity

This investment seeks to outperform its benchmark on a risk-adjusted basis, the Russell 1000® Index (the "Index"), via comparable returns over a full market cycle while exhibiting less volatility than the large cap U.S. equity markets (as measured by the standard deviation of returns) and downside protection in periods when broad market absolute returns are negative.

Enhanced Index U.S. Equity

This investment seeks to outperform the Russell 1000® Index with above-average consistency relative to other single investment manager solutions. The Fund is designed to achieve this by combining strategies with different payoffs over different phases of an economic cycle. The relative weight of each strategy can be shifted over time based on market conditions.

Large Cap U.S. Equity

This investment seeks to outperform the Russell 1000® Index with above average consistency over a full market cycle.

Russell Investments Russell 1000® Index

This investment seeks to mirror the returns of the Russell 1000® Index as closely as possible before the deduction of fund expenses.

Russell Investments Russell 2000® Index

This investment seeks to mirror the returns of the Russell 2000® Index as closely as possible before the deduction of fund expenses.

Equity II

This investment seeks to provide a favorable total return primarily through capital appreciation. Aims to outperform the Russell 2500™ Index with above-average consistency while managing volatility and maintaining diversification similar to the Index over a full market cycle.

Small Cap

This investment seeks to provide long-term capital appreciation. Aims to outperform the Russell 2000® Index while managing volatility and maintaining diversification similar to the Index over a full market cycle.

Investment Strategies International and Global Equity

International and global equity investments invest in stocks of companies in developed countries throughout the world. An international fund invests in stocks of companies in developed countries throughout the entire world excluding the home country of the investment manager.

Our investment approach
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Emerging Markets

This investment seeks to provide the potential for long-term capital growth and aims to outperform the MSCI Emerging Markets Index Net over a full market cycle.

World Equity

This investment seeks to provide long-term capital appreciation and aims to outperform the MSCI World Index Net over a full market cycle.

International

This investment seeks to provide long-term capital growth. It aims to outperform the MSCI World ex USA Index Net (the "Index") while managing volatility and maintaining diversification similar to the index over a full market cycle.

International Index

This investment seeks to mirror the returns of the MSCI EAFE Index (net), as closely as possible before the deduction of fund expenses.

All International Markets

This investment seeks to outperform the MSCI ACWI ex USA Index Net (the "Index") while managing risks that might otherwise result in higher volatility and scenario dependency.

We provide efficient investment solutions for:

Defined benefit plans
Defined contribution plans
Non-profit organizations
Healthcare systems

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