Products

U.S. EQUITY

Intrinsic Value Opportunity Equity

Sub-Advisor: Todd Asset Management, LLC
Primary Capitalization: Large Cap
Primary Style Emphasis: Value
Preferred Benchmark: Russell 1000 Value
Holdings: 30
Vehicles: Separate Account
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Intrinsic Value Equity

Sub-Advisor: Todd Asset Management, LLC
Primary Capitalization: Large Cap
Primary Style Emphasis: Value
Preferred Benchmark: Russell 1000 Value
Holdings: 40-60
Vehicles: Separate Account
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Concentrated Growth Equity

Sub-Advisor: Amundi Pioneer Institutional Asset Management, Inc.
Primary Capitalization: Large Cap
Primary Style Emphasis: Growth
Preferred Benchmark: Russell 1000 Growth
Holdings: 35-45
Vehicles: Separate Account
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Small Cap Value Equity

Sub-Advisor: Robert W. Baird & Co. Incorporated
Primary Capitalization: Small Cap
Primary Style Emphasis: Value
Preferred Benchmark: Russell 2000 Value
Holdings: 40-50
Vehicles: Separate Account
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INTERNATIONAL EQUITY

International Value Equity

Sub-Advisor: Templeton Investment Counsel, LLC
Primary Capitalization: All Cap
Primary Style Emphasis: Value
Preferred Benchmark: MSCI ACWI
Holdings: ~100
Vehicles: Separate Account, Commingled Fund
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Franklin EAFE Plus Equity

Sub-Advisor: Franklin Templeton Institutional, LLC
Primary Capitalization: All Cap
Primary Style Emphasis: Growth
Preferred Benchmark: MSCI EAFE
Holdings: ~40
Vehicles: Separate Account, Commingled Fund
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Emerging Markets Equity

Sub-Advisor: Edinburgh Partners Limited
Primary Capitalization: All Cap
Primary Style Emphasis: Value
Preferred Benchmark: MSCI Emerging Markets
Holdings: 35-45
Vehicles: Separate Account, Commingled Fund
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GLOBAL EQUITY

 

Global Value Equity

Sub-Advisor: Templeton Investment Counsel, LLC
Primary Capitalization: All Cap
Primary Style Emphasis: Value
Preferred Benchmark: MSCI World
Holdings: ~100
Vehicles: Separate Account
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Global Growth Equity

Sub-Advisor: Franklin Templeton Institutional, LLC
Primary Capitalization: All Cap
Primary Style Emphasis: Growth
Preferred Benchmark: MSCI EAFE
Holdings: ~40
Vehicles: Separate Account
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U.S. FIXED INCOME

Investment Grade Fixed Income

Sub-Advisor: StoneRidge PMG Advisors, LLC
Preferred Benchmark: Bloomberg Barclays Aggregate
Holdings: ~100
Vehicles: Separate Account
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High Yield Fixed Income

Sub-Advisor: Fort Washington Investment Advisors, Inc.
Preferred Benchmark: Bloomberg Barclays U.S. Corporate High Yield Index
Holdings: 200-250
Vehicles: Separate Account, Commingled Fund

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