COMPLETE

Funds and strategies

Put many of the world’s leading managers to work for you, by accessing our comprehensive range of funds and strategies.

COMPLETE

Funds and strategies

Put many of the world’s leading managers to work for you, by accessing our comprehensive range of funds and strategies.

For investment solutions that are built to deliver your desired outcomes, access our innovative range of multi-asset products and services to complete your portfolio needs.

Managing a pension program is more challenging than ever. Pension reform, funding issues, accounting reform, manager selection—these all impact your plan and your organization's bottom line. Contributions are likely to rise as new funding thresholds are imposed. Achieving plan goals requires attention to funded status and total plan returns. You must understand the risks and set your investment strategy accordingly. We can help you decide what's right for your plan. We've developed a holistic approach for defined benefit plans. Our investment outsourcing solutions provide you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.

U.S. large cap funds typically invest in stocks of U.S. companies with a market capitalization value of more than $10 billion. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

  • Large Cap Defensive Equity Fund

    This fund seeks to provide long-term growth of capital. Aims to outperform the Russell 1000® Defensive Index® while managing volatility and maintaining diversification similar to the Index over a full market cycle.

  • Equity I Fund

    The Equity I Fund seeks to provide the potential for long-term growth of capital and income. Seeks to outperform the Russell 1000® Index with above-average consistency over a full market cycle.

  • Large Cap U.S. Equity Fund

    The Large Cap U.S. Equity Fund seeks s to outperform the Russell 1000® Index with above average consistency over a full market cycle.

  • Enhanced Index US Equity Fund

    The Enhanced Index US Equity Fund 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.

  • Russell Investments Russell 1000® Index Fund

    The Russell Investments Russell 1000® Index Fund seeks to mirror the returns of the Russell 1000® Index as closely as possible before the deduction of Fund expenses.

U.S. small cap funds typically invest in stocks of U.S. companies with a market capitalization value of between $300 million and $2 billion. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

  • Equity II Fund

    The Equity II Fund 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 Fund

    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.

A global fund invests 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.

  • International Fund

    The International Fund seeks to provide long-term growth of capital. 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.

  • All International Markets Fund

    The All International Markets Fund (AIM) seeks to provide long-term growth of capital. 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..

  • World Equity Fund

    The World Equity Fund seeks to provide long-term capital appreciation. Aims to outperform the MSCI World Index Net over a full market cycle.

  • Emerging Markets Fund

    The Emerging Markets Fund seeks to provide the potential for long-term growth of capital. Aims to outperform the MSCI Emerging Markets Index Net over a full market cycle.

  • Frontier Markets Equity Fund

    The Frontier Markets Equity Fund seeks a favorable total return and diversification through foreign investments with emphasis in countries with markets at an early stage of growth and development. Aims to outperform the MSCI Frontier Markets Index Net over a market cycle.

Fixed income funds invest in debt instruments that provide a return in the form of fixed periodic payments and the eventual return of principal at maturity.

  • Short Term Investment Fund

    The Short-Term Investment Fund seeks to provide current income and preservation of capital with a focus on short duration securities.

  • Inflation Protected Securities Fund

    The Inflation Protected Securities Fund to seeks provide investors with protection from inflation exposure by investing in U.S. Treasury inflation-protected securities (TIPS) of varying maturities. The Fund seeks to replicate the risk and return characteristics of Bloomberg Barclays Capital U.S. TIPS Index (Series-L).

  • Investment Contract Fund

    The Investment Contract Fund seeks to provide safety of principal and a favorable rate of return.

  • Fixed Income II Fund

    The Fixed Income II Fund seeks moderate returns and low fluctuation in value by investing in short to intermediate-term bonds representing many sectors of the broad bond market. Aims to outperform the ICE BofAML US Treasuries 1-3 Year Index over an interest rate cycle.

  • Quantitative Bond Fund

    The Quantitative Bond Fund is designed to preserve capital and provide current income. It seeks favorable returns comparable to the broad fixed income market, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index.

  • Fixed Income I Fund

    The Fixed Income I Fund is designed to provide current income and capital appreciation through a variety of diversified strategies. Seeks favorable returns comparable to the broad fixed income market, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index.

  • Multi-Manager Bond Fund

    The Multi-Manager Bond Fund is designed to provide current income, and as a secondary objective, capital appreciation through a variety of diversified strategies. It seeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index over an interest rate cycle.

These are multi-manager funds that aim to provide investors with the potential to reduce DB pension funded status volatility through exposure to high quality, mostly corporate bonds which closely match those found in discount curves used to value U.S. pension liabilities. They provide a closer credit quality and cash flow match versus liabilities than can be achieved through a single long credit strategy.

  • 10-Year STRIPS Fixed Income Fund

    The 10-Year STRIPS Fixed Income Fund seeks Seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS1 10-11 year Index.

    1Separate Trading of Registered Interest and Principal of Securities

  • 14-Year LDI Fixed Income Fund

    The 14-Year LDI Fixed Income Fund seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

  • 15-Year STRIPS Fixed Income Fund

    The 15-Year STRIPS Fixed Income Fund seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS1 15-16 year Index.

    1Separate Trading of Registered Interest and Principal of Securities

  • 28 to 29-Year STRIPS Fixed Income Fund

    The 28 to 29-Year STRIPS Fixed Income Fund seeks to provide duration and Treasury exposure by investing in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS1 28-29 year Index.

    1Separate Trading of Registered Interest and Principal of Securities

  • Long Duration Fixed Income Fund

    The Long Duration Fixed Income Fund seeks to provide current income and capital appreciation. Aims to outperform the Bloomberg Barclays U.S. Long Government/Credit Bond Index over a full market cycle.

  • 8-Year LDI Fixed Income Fund

    The 8-Year LDI Fixed Income Fund seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

Our real asset funds are structured to give institutional investors exposure to core real assets through an actively managed portfolio.

  • Global Real Estate Securities Fund

    The Global Real Estate Securities Fund seeks to provide current income and long-term capital growth. It strives to outperform the FTSE EPRA/NAREIT Developed Real Estate Index Net TRI with above-average consistency over a full market cycle.

  • Global Listed Infrastructure Fund

    The Global Listed Infrastructure Fund seeks to outperform its benchmark with above-average consistency and with lower tracking error relative to some equity funds.

  • Commodities Fund

    The Commodities Fund is designed to provide the potential for long-term growth of capital and income. It seeks to outperform the Bloomberg Commodity Index Total Return with above-average consistency over a full market cycle.

  • Real Asset Fund

    The Real Asset Fund seeks favorable returns and a possible hedge against inflation by offering a well diversified portfolio that invests in global listed infrastructure, global listed real estate, commodities, and treasury inflation protected securities ("TIPS").

  • Marketable Real Asset Fund

    The Marketable Real Asset Fund seeks favorable returns by offering a well-diversified real asset portfolio that invests in global listed infrastructure, global real estate securities and commodities.

Multi-manager fund invests primarily in private core real estate designed to provide stable and high levels of current income supported by strong property occupancy.

  • Real Estate Equity Fund

    Seeks to outperform the NCREIF Fund Index Open-End Diversified Core Equity Equal Weight (NFI-ODCE-EQ)* plus 50 basis points over a full market cycle.

    *NFI-ODCE-EQ is an equally-weighted, gross of fee, time-weighted return index of open-end (infinite life) funds that are diversified by property type and geographic region, and that invest primarily in core private equity real estate. All funds are held in a fiduciary environment and are composed of income-producing, institutional-quality real properties managed by banks, insurance companies and independent advisors.

Multi-asset investments offer a convenient way for investors to diversify a portfolio by combining funds and separate accounts investing in various combinations of U.S. and non-U.S. stocks, bonds, and real assets into one fund.

  • Multi-Asset Core Fund

    The Multi-Asset Core Fund seeks to provide long-term capital growth by offering a diversified portfolio of funds and separate accounts investing in U.S. and non-U.S. stocks, global real assets, and bonds. Aims to outperform its benchmark over a full market cycle.

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Funds and
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For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio.

Funds and strategies

 

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