Who We Serve

Who We Serve

Our Capabilities Answer Diverse Client Needs

Regardless of a client's goal, our investment capabilities help provide financial solutions designed to match their goals. In addition, we have expertise and dedicated resources available in every market we serve.

Global Institutional Distribution

  • DC plan sponsors
  • Defined benefit plans
  • Corporate and public plans
  • Endowments and foundations
  • Multiemployer plans
  • Sovereign wealth
  • Institutional consultants

Intermediary Distribution

  • Wirehouses
  • Regional and independent broker/dealers
  • RIAs and fee-based advisors
  • Insurance broker/dealers
  • Banks
  • Sub-advised relationships

DCIO Distribution

  • Retirement advisory firms
  • DC plan recordkeepers
  • Insurance companies

Direct Sales and Service

  • Individual investors
  • Employer plans:
    participants and plan sponsors for business retirement, education and healthcare plans
  • Education savings:
    KS 529 sponsor
  • Self-directed brokerage

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