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Capital Appreciation Update: A Balanced Investment Approach to Profound Tech Innovation
Join David Giroux and our Capital Appreciation team for a timely discussion on risks, opportunities, and how they’re balancing portfolios amid rapid technological advancements.
Let's build a confident practice together. Discover investment expertise built on a foundation of active management that investors trust with $1.87T across asset classes.¹
4 ETFs. 3 years. 1 disciplined process.
TMSL, TOUS, TGRT, and TVAL now have 3-year track records of real investment decisions you can evaluate. Discover the thoughtful approach behind these active ETFs—which have secured more than $7 billion in total AUM.*
Gain an edge with our best thinking on investments, markets, and retirement
Market shifts. Global news. Retirement trends. Our experts distill the latest movements in the financial world into actionable insights.
Portfolio Construction Pulse Summer 2026: Diversifying with conviction
A survey of financial professional data and insights to inform your investment decisions.
A behavioral case for annuities
Explore what's ahead, what's most important, and how our investment teams are responding now.
Discover investments you can be confident in
Support your clients' goals with a global range of actively managed strategies.
- TEMR
Emerging Markets Equity Research ETF
- TAGG
QM U.S. Bond ETF
The fund seeks to provide a total return that exceeds the performance of the U.S. investment-grade bond market.
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Your investment process.
Our expertise.
Refine holdings, build models, adjust portfolios, or inform investment decisions with proven multi-asset expertise from an industry leader. We're ready to help you pursue better outcomes for your clients.
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Important Information
¹ Figure shown is as of June 30, 2026. Subject to adjustment.
* As of 8/31/2026, the combined assets under management for TMSL, TOUS, TGRT and TVAL had $7.3 billion.
Risk Considerations: All investments are subject to market risk, including the possible loss of principal. The value approach carries a risk that the market will not recognize a security's intrinsic value for a long time or that a stock judged to be undervalued may actually be appropriately priced. A rise in interest rates typically causes the price of a fixed rate debt instrument to fall and its yield to rise. Conversely, a decline in interest rates typically causes the price of a fixed rate debt instrument to rise and the yield to fall. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Past performance cannot guarantee future results.
ETFs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions, which will reduce returns.
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