Separately Managed Accounts (SMA)

CBRE Investment Management seeks total return by investing across the global listed infrastructure universe.

Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of international companies as it seeks to outperform its benchmark, the MSCI ACWI EX-US Index.

Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of small and mid-cap growth-oriented companies as it seeks to outperform its benchmark, the Russell 2000 Growth Index.

Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of small and mid-cap growth-oriented companies as it seeks to outperform its benchmark, the Russell 2500 Growth Index.

Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.

Seeks to generate a high level of tax efficient yield with an emphasis on total return, through a capital preservation and then growth focused investment process.

Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.

Candriam seeks to construct thematic portfolios centered around value-creating macro trends, seeking to potentially enhance investors’ asset allocations and returns.

A global demographics thematic portfolio focused on value-creating macro trends that seeks to enhance asset allocations and returns.

A global oncology thematic portfolio centered around value-creating macro trends that seeks to enhance investors’ asset allocations and returns.

An SMA that seeks to provide a high level of income by investing in a concentrated global portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.

A global portfolio that seeks to capture shareholder yield with a focus on companies that pay dividends, buy back stock and reduce debt.

A U.S. portfolio that seeks to provide a high level of income by investing in a diversified portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.

A convertible portfolio that invests in securities for total return potential, seeking capital appreciation potential of the underlying equity while retaining fixed-income characteristics.

A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income and capital appreciation.

A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income and capital appreciation.

A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income.

Seeks to provide returns above the Russell 1000® Value Index by investing in solid companies that are temporarily out of favor that provide a compelling combination of valuation, quality, and capital return characteristics.The portfolio’s investment objective is long-term appreciation of capital.

A large cap growth portfolio that seeks to consistently outperform the Russell 1000® Growth Index over time on a risk-adjusted basis by investing in U.S. large cap growth equities.