Disciplined Mutual Fund Investing

As a part of commitment to disciplined investing, we use a subadvised structure. Our subadvised mutual funds span the spectrum of investment options and feature some of the most reputable money managers in the industry.

Each product we develop is designed to give investors choice and flexibility to pursue an investment strategy that matches their financial goals and risk tolerance.

Fund advisers

We select the most appropriate portfolio manager for each investment mandate via our subadviser evaluation process. Then, we monitor the subadvisers’ performance on an ongoing basis.

Fund choices

We offer investment choices through our retail mutual funds or as investment options within our products and programs. These choices are consistent in style, strategy and performance and include

• Target-date and risk-based asset allocation solutions
• Multi-manager platforms
• Indexed portfolios

Meeting your needs

Our mutual funds enable you to tailor an investment strategy around your specific needs with a wide range of options across multiple asset classes.

Our product management team, which helps create our funds, selects, and oversees our fund advisers; they also infuse knowledge and insight into the process.

Next steps

Talk with your investment professional to find the fund or funds from our offerings that will help you to achieve your financial goals. If you aren’t already working with a professional, call us at 1-877-245-0761 for help.