NAM
  • Fixed income heritage dates back more than a century
  • Seeks to generate consistent income with relatively low risk
  • Competitive advantage to shop multiple dealer inventories to find attractive structures and prices

NWQ
  • Specializes in value investing
  • Targets catalysts such as new management, improving fundamentals, renewed focus, industry consolidation or company restructuring
  • Applies tested, disciplined process to equity, fixed income and balanced portfolios

Tradewinds
  • Actively manages undervalued securities of high-quality global corporations
  • Applies bottom-up, fundamental analysis to identify attractive companies in international, global and small/mid cap categories
  • Examines companies by industry on a global economic basis, moving beyond the traditional framework of national sovereignty silos

Santa Barbara
  • Growth specialist focused on timeless business fundamentals rather than transient macroeconomic conditions
  • Believes companies with stable earnings growth perform well throughout the business cycle
  • Focuses on companies with above-average earnings growth potential, financial strength and reasonable valuations

Winslow
  • Large cap growth stock specialists
  • Focuses on securities demonstrating long-term sustainable earnings growth potential, quality cyclical growth and newer industries with rapid growth potential
  • Priority on fundamental research designed to identify quality growth opportunities

Winslow
  • Alternatives, core equities and credit strategies that seek to reduce or eliminate market-related risks
  • Focuses on research and quantitative analysis of earnings quality, industry trends, trading characteristics and other market-neutral investing techniques
  • Seeks to synthesize best of quantitative and qualitative methods into a unified, risk managed investment process

Hydepark
  • A market leader in enhanced, risk-controlled equity strategies
  • Combines traditional fundamental security valuation with quantitative techniques
  • Proprietary wealth-creation model and risk-budgeting designed to consistently maximize reward-to-risk profile

Nuveen Investment Solutions, Inc.
  • Institutional investment consultant that has pioneered innovative investment risk monitoring and management methods
  • Believes a disciplined, consistently applied approach to investment management is critical to success
  • Utilizes an understanding of investment risks, expected returns, and the capability to budget and manage these risks along with an appreciation of the risk tolerance to constitute the foundation of a comprehensive investment management and control facility