Additionally, we offer these investment services:
Subadvisory Services
With over $21 billion under management as a subadvisor for mutual fund
companies as of September 30, 2007, we take pride in our ability to help clients grow their
business.
With over 15 years of subadvisory experience, we are well prepared to meet your
needs. Our investment team is well versed in performance criteria, tax
implications, and regulatory issues. And, as a full service group, we
offer the gamut of support, from board reporting and wholesaler
training, to partnering on product development.
Insurance Asset Management
Through our heritage of investing for our corporate affiliates,
we have gained significant experience in the management of insurance
company portfolios. For smaller insurers, we offer the ability to manage
core portfolios which blend taxable and tax exempt bonds in an effort to maximize the
client’s after-tax returns. We also offer specialty fixed income products,
such as high yield, asset backed, and commercial mortgages that are
managed to meet the income needs of insurance companies.
To meet insurers unique demands, we are able to:
Collaborate to develop and implement investment policy.
Provide our experience within the liability framework.
Seek to add value outside of the core mandates with tactical support.
Address investment issues that may arise from the rollout of new
insurance product lines.
Provide experience in taxable/tax exempt arbitrage.