Our investment partners
Amundi Asset Management US, Inc.
Amundi US is the U.S. business of Amundi, ranked among the 10 largest asset management firms globally.1 Boston is one of Amundi's 6 main global investment hubs2, offering a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe and Asia-Pacific.
With its financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of nearly 5,500 employees in 35 countries. Amundi currently manages approximately $2.3 trillion in assets globally.3
Founded: 1928
Location: Boston, MA (U.S. office)
Assets Under Management (AUM): $108 Billion in the U.S. (as of 6/30/2024)
[1] Source: IPE "Top 500 asset managers" published in June 2024 and based on AUM as of December 2023
[2] Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo
[3] Amundi data is as of 6/30/2024
Bailard, Inc.
Founded by three Stanford Graduate School of Business alumni in 1969, Bailard, Inc., has a deep and extensive record of serving the institutional marketplace, beginning in the 1990s with a strategic decision to expand their asset management services to pension funds, endowments and foundations. Today, Bailard offers single asset class strategies on a stand-alone basis.
Nearly all of the research team hold advanced designations, including Chartered Financial Analyst (CFA), PhD, JD, actuary, master's and MBA. They seek to provide solid, consistent returns with limited volatility and conduct extensive testing on their products to help ensure that they perform as designed.
In addition to their flagship international and real estate strategies, Bailard offers a variety of additional single asset class investment approaches to meet specific allocation mandates, including large-growth/technology and science, emerging life sciences and small-value equity.
Founded: 1969
Location: Foster City, CA
Assets Under Management (AUM): $6.2 Billion (as of 06/30/2024)
BlackRock Investment Management, LLC
BlackRock Investment Management, LLC, is a global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock's assets under management exceed $5 trillion across equity, fixed-income, cash management, alternative investment, real estate and advisory strategies. BlackRock focuses on long-term sustainability.
Founded: 1988
Location: New York, NY (U.S. office)
Assets Under Management (AUM): $10.6 Trillion (as of 06/30/2024)
Brown Capital Management, LLC
Brown Capital Management, LLC, is a minority-owned investment management firm that oversees domestic and international growth equity investment strategies across the capitalization spectrum for long-term investors. Founded in 1983 by Eddie Brown, the Baltimore-based firm is 100% employee-owned and committed to remaining a small- to medium-sized, highly focused firm providing equity and balanced account investment management services to its clients.
Founded: 1983
Location: Baltimore, MD
Assets Under Management (AUM): $8.8 Billion (as of 06/30/2024)
Dreyfus
Dreyfus is one of the largest, trusted liquidity managers in the industry. Its strategies span all major asset classes, including prime, Treasury, US government, municipals and short duration fixed income. Investors can access its capabilities in domestic and offshore money market funds, separately managed accounts and exchange-traded fund (ETF) vehicles. With nearly 50 years of history, the firm is committed to building innovative liquidity solutions with its clients in mind.
Dreyfus is a division of Mellon Investments Corporation (MIC), a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation. Securities are offered by BNY Mellon Securities Corporation (BNYMSC), a registered broker-dealer and affiliate of MIC.
Founded: In 1951 The Dreyfus Corporation was established. In 2021, Dreyfus became a division of MIC.
Location: New York, NY, and Pittsburgh, PA
Assets Under Management (AUM): $376.7 Billion (as of 06/30/2024)
GQG Partners
GQG Partners is an independent investment boutique focused on identifying enduring quality characteristics in reasonably priced US and global equities for long-term capital appreciation. We rely on a diverse team of traditional and non-traditional analysts to challenge the short-term projections and backward-looking dogma that tend to dominate market discourse. Since our establishment in 2016, GQG Partners has set out to create a benchmark of alignment in the industry: alignment with investors, with our associates, and with the global communities in which we work and live.
Founded: 2016
Location: Fort Lauderdale, FL
Assets Under Management (AUM): $155.6 Billion (as of 06/30/2024)
Geneva Capital Management, LLC
Geneva Capital Management, LLC has been providing investment management services since 1987. The Firm focuses on US growth equities and primarily serves the institutional market.
Founded: 1987
Location: Milwaukee, WI
Assets Under Management (AUM): $5.9 Billion (as of 06/30/2024)
Insight Investment
Insight is a global asset manager specializing in fixed income and risk management strategies with over $800bn* in AUM. Insight’s key offices are located in London, New York, Boston, San Francisco, Dublin, Frankfurt, Manchester, Sydney and Tokyo.
* As of June 30, 2023. Assets under management (AUM) are represented by the value of the client’s assets or liabilities Insight is asked to manage. These will primarily be the mark-to-market value of securities managed on behalf of clients, including collateral if applicable. Where a client mandate requires Insight to manage some or all of a client’s liabilities (e.g. LDI strategies), AUM will be equal to the value of the client specific liability benchmark and/or the notional value of other risk exposure through the use of derivatives. Insight North America (INA) is part of ‘Insight’ or ‘Insight Investment’, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited (IIMG), Insight Investment International Limited (IIIL) and Insight Investment Management (Europe) Limited (IIMEL). Advisory services referenced herein are available in the US only through INA. Legal entity Insight North America LLC’s AUM is $132.0bn as of June 30, 2023. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.
Founded: 2002
Location: London, England
Assets Under Management (AUM): $838 Billion (as of 06/30/2024)
Janus Henderson Investors
Janus Henderson Investors ('Janus Henderson') is a global asset manager offering a full suite of actively managed investment products across asset classes. The notion of 'connecting' is powerful - it has shaped our evolution and our world today.
At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver.
Founded: 1997
Location: London, England
Assets Under Management (AUM): $361.4 Billion (as of 06/30/2024)
Loomis, Sayles & Company, L.P.
Since 1926, Loomis, Sayles & Company, L.P. has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm's performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions.
Founded: 1926
Location: Boston, MA
Assets Under Management (AUM): $359.6 Billion (as of 06/30/2024)
Mellon
Mellon is a global leader in index management. Their dedication to precision and partnership goes beyond the benchmark. From 1983 to today, partnership with clients and precise execution drives their business. Mellon provides solutions to the world’s most sophisticated investors designed to meet their unique challenges, proving that index investing requires an active mindset.
Mellon is a division of Mellon Investments Corporation (MIC). MIC is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation.
Founded: 1933
Location: Boston, MA
Assets Under Management (AUM): $497.9 Billion (as of 06/30/2024)
Nationwide Asset Management, LLC
Nationwide Asset Management, LLC (NWAM), executes investment strategies through a disciplined process that emphasizes macroeconomic trends, fundamental research, technical drivers of risk and return, and risk management. NWAM is a wholly owned subsidiary of Nationwide Mutual Insurance Company and primarily acts as an investment adviser for affiliated entities and their business needs, which may include third parties. Affiliated Nationwide portfolios include mutual funds, trusts, defined benefit plans, separate account products, a charitable foundation and a limited purpose trust bank. NWAM is a subadviser of Nationwide Funds.
Founded: 2007
Location: Columbus, OH
Assets Under Management (AUM): $14.7 Billion (as of 12/31/2023)
Nationwide Fund Advisors
Since 1999, Nationwide Fund Advisors (NFA) has invested in public equity and fixed income markets around the globe. NFA's portfolio management team manages approximately $30 billion in assets across six different asset allocation series of funds. NFA determines the asset allocation for each Fund, selects the appropriate mix of underlying investments, places trades, and monitors the performance and positioning of the underlying investments.
Founded: 1999
Location: Columbus, OH
Newton Investment Management North America, LLC
Newton Investment Management North America, LLC ("NIMNA"), is a specialist investment management firm which is dedicated to serving clients globally. Their investment strategies span a wide range of active investment disciplines across the style, geography, and capitalization spectrum. They are designed to meet growing client demand for more diversified, sophisticated investment solutions from a single provider.
Founded: 2021
Location: Boston, MA
Assets Under Management (AUM): $62.8 Billion (as of 06/30/2024)
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. (UBS AM), a business division of UBS, is a large-scale asset manager with well-diversified businesses across regions, capabilities and distribution channels. UBS AM offers investment capabilities and investment styles across all major traditional and alternative asset classes.
Founded: 1982
Location: Chicago, IL (U.S. office)
Assets Under Management (AUM): $1.2 Trillion (as of 06/30/2024)
WCM Investment Management, LLC
WCM Investment Management, LLC provides equity investment advisory services to institutional investors across the globe. Their primary goal is to generate long-term, sustainable excess return for clients through a culture of innovation, close alignment of employee incentives with client objectives, and a flat power structure that fosters meritocracy and critical debate. To this end, they strive to mitigate risk for their clients, focusing their attention on downside protection, low volatility, and low turnover.
The principal owners of the firm are Kurt Winrich (retired) and Paul Black, both of whom joined the organization in the mid-to-late 1980's. Other key owners include Sloane Payne, Peter Hunkel, Michael Trigg, Sanjay Ayer, David Brewer, Matt MacArthur, Duff Daniels, and Bill Orke. Together they control roughly 93% of the company. These individuals are all employees, providing employees with a stake in the firm's success. The firm's ownership is held through a holding company, Thalia Street Partners LLC.
Natixis Investment Managers ("Natixis IM") holds a minority equity interest in WCM Investment Management, LLC. WCM and Natixis IM—and its affiliates—have also entered into a global distribution relationship. Natixis IM is not an advisory affiliate or related person of WCM, and the operations and management of WCM are completely separate and independent of Natixis IM and all of its affiliates.
Based in Laguna Beach, CA, WCM is a profitable, financially sound company with no debt.
Founded: 1976
Location: Laguna Beach, CA
Assets Under Management (AUM): $90.7 Billion (as of 06/30/2024)
Wellington Management Company LLP
Since 1928, Wellington Management Company LLP has tailored its investment solutions to the unique return and risk objectives of institutional clients in more than 55 countries, drawing on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
Founded: 1928
Location: Boston, MA
Assets Under Management (AUM): $1.2 Trillion (as of 06/30/2024)