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STRATEGIC INVESTING

Our strategic investing approach is driven by independent thinking and guided by thoughtful research.

A legacy of purpose.

We work every day to do right by our clients, so they can invest confidently toward their financial futures.

Assets Under Management

$1.59

TRILLION1

Clients and Shareholders Served in

49

COUNTRIES

Avg. Investment Experience

22

YEARS2

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Investment Capabilities

Expertise across all asset
classes—and the globe.

We listen to our clients, developing strategies aligned to their needs. Each offering—whether equity, fixed income, or multi-asset—is supported by our strategic investing approach.

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Investing Approach

Strategic investing takes us beyond the numbers.

We don’t stop at surface-level analysis. That’s why more than 475 of our investment professionals go out into the field to get the answers we need.3

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1Preliminary data as of April 30, 2021. Subject to adjustment.

2Experience for all investment professionals. Data as of March 31, 2021.

3Investment professionals as of December 31, 2020.

All amounts shown in U.S. dollars.

All data as of December 31, 2019, unless otherwise stated.