Our investment partners
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): $7.1 Billion (as of 6/30/2025)
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 $10 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): $12.5 Trillion (as of 6/30/2025)
BNY Investments Dreyfus
BNY Investments Dreyfus focuses solely on delivering leading and innovative liquidity solutions. They are obsessed with client success and are connected to BNY, one of the world’s largest financial institutions. They are liquidity.
BNY Investments Dreyfus (Dreyfus) is a division of Mellon Investments Corporation (MIC), a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation (BNY). Securities are offered by BNY Mellon Securities Corporation (BNYSC), a registered broker-dealer and affiliate of MIC. BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide.
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): $416 Billion (as of 6/30/2025)
BNY Investments Mellon
BNY Investments Mellon is a global leader in index management. Over 40 years of experience bringing an active mindset to index management shapes their perspective. Dedication to precision and client partnership drives their future.
BNY Investments Mellon (Mellon) is a division of Mellon Investments Corporation (MIC), a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation (BNY). BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide.
Founded: 1933
Location: Pittsburgh, PA
Assets Under Management (AUM): $513.4 Billion (as of 6/30/2025)
BNY Investments Newton
BNY Investments Newton seeks to deliver strong investment outcomes to its clients by taking an active, multidimensional and engaged approach, applied across four key disciplines: income and value equities, growth and core equities, specialist equities and multi-asset strategies.
BNY Investments Newton is the name for a group of affiliated companies that provide investment management services under the trading name of 'Newton' or 'Newton Investment Management'. Investment management services are provided in the United Kingdom by Newton Investment Management Ltd (NIM), in the United States by Newton Investment Management North America LLC (NIMNA), and in Japan by Newton Investment Management Japan Limited (NIMJ). All firms are indirect subsidiaries of The Bank of New York Mellon Corporation ('BNY').
Founded: 2021
Location: Boston, MA
Assets Under Management (AUM): $64 Billion (as of 6/30/2025)
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): $173.3 Billion (as of 6/30/2025)
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): $6.4 Billion (as of 6/30/2025)
Invesco Advisers, LLC
Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Their distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco managed $1.84 trillion in assets on behalf of clients worldwide as of March 31, 2025.
Founded: 1935
Location: Atlanta, GA
Assets Under Management (AUM): $2.0 Trillion (as of 6/30/2025)
J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $3.7 trillion (as of 3/31/2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
Founded: 1974
Location: New York, NY
Assets Under Management (AUM): $3.7 Trillion (as of 6/30/2025)
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): $413 Billion (as of 6/30/2025)
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): $15.3 Billion (as of 6/30/2025)
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
Pioneer Investments
Pioneer Investments is a Victory Capital Investment Franchise located in Boston, Massachusetts and Durham, North Carolina. The history of Pioneer Investments dates back to 1928 with the launch of the Pioneer Fund, the second oldest mutual fund in the U.S. The team’s investment philosophy, which emphasizes proprietary research and individual security selection, is rooted in a long history of value investing. Victory Capital is a diversified global asset management firm that operates a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Pioneer Investments Franchise Snapshot:
- 90+ investment professionals, primarily located in Boston, MA, and Durham, NC
- Conviction-driven, active management approach to all asset classes, including U.S. equities, global equities, multi-asset and fixed income
- World-wide investor base, located in 65 countries
- Broad suite of differentiated processes and strategies, offering diverse solutions to investor needs around the world
Founded: 1928
Location: Boston, MA, and Durham, NC
Assets Under Management (AUM): $114 Billion (as of 3/31/2025)
Schroders Investment Management
Schroders is a global investment manager that provides active asset management, wealth management, and investment solutions.
Schroders serves a diverse client base that includes pensions, insurance companies, sovereign wealth funds, endowments, foundations, high-net-worth individuals, family offices, as well as end clients through partnerships with distributors, financial professionals, and online platforms.
They provide excellent investment performance to clients through active management. This means directing capital toward resilient businesses with sustainable business models, consistent with the investment goals of its clients.
The Schroders Group has over 38 locations across the Americas, the Asia Pacific region and Europe, the Middle East and Africa. Their global presence supports us in understanding the needs of their clients and delivering them the right expertise from across the business.
Founded: 1804
Location: London, England
Assets Under Management (AUM): $1064.2 Billion (as of 6/30/25)
WCM Investment Management, LLC
WCM is an independent investment management firm that is majority-owned by its employees. They are dedicated to delivering differentiated portfolios, providing exceptional client service, and building lasting relationships with their clients. They challenge conventional investment wisdom by pushing the boundaries of creativity in the industry while actively cultivating a vibrant company culture that elevates all the talented individuals who drive their success. Their competitive advantage stems from a unique set of investment principles combined with world class talent and a culture built on a relentless pursuit of excellence.
Founded: 1976
Location: Laguna Beach, CA
Assets Under Management (AUM): $114.2 Billion (as of 6/30/2025)
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): $1.3 Trillion (as of 6/30/2025)