Communications
Recent News & Commentary
This section includes commentary that may address the general market or give a specific update about a fund, the adviser or the sub-advisers (may periodically be in the form of a press release). It also lists the instances where our fund managers were able to provide various media outlets with a thoughtful quote or a more in-depth interview to publish (includes both articles and video appearances).
Quarterly Fund Commentary
These commentaries provide quarterly reviews of the market environment, contributors to and detractors from fund performance and the managers’ strategy and outlook for each fund. Equity fund commentary also includes attribution by sector.
Quarterly Fact Sheets
Fact Sheets provide quarterly information for each fund, including performance, Top 10 holdings, portfolio characteristics, modern portfolio theory statistics (equity only) and more.
Recent Research
Investment literature that may provide you and/or your client information about specific investing topics.
Investment Strategy Highlights
Strategy Highlights list the basic objectives of a strategy, the principles that have allowed it to be successful and the basic process used to implement the strategy in a one-page format.
Thoughts of the Week
Weekly retirement-related and generosity-related quotes, statistics or insights that you can come to the site to review or have sent to you via RSS feed or email.
Prospectuses, SAI & Financial Reports
These documents provide in-depth information about each fund, including strategy, management, financial highlights and expenses.
