1. Tactical Asset Allocation to Manage Risk across a Variety of Economic Outcomes.

For portfolios constructed using both stocks and bonds, we have decades of experience and a well-defined methodology for setting this blend appropriately. In every case, emphasis is placed on understanding the risks of a particular strategy as much as the potential rewards.

2. A Focus on High Quality Companies

In our equity products, we strive to identify and invest in higher quality companies with sustainable business models at reasonable prices. We believe this emphasis supports our goal of generating a better-than-average return over a market cycle while assuming lower risk.

3. Successful Integration of Financial and Social Goals

A team of senior investment professionals establishes guidelines used by portfolio managers in determining appropriate asset allocation and equity and fixed income segment composition for client accounts. Our securities research group, which includes both portfolio managers and securities analysts, regularly evaluates all securities available for inclusion in client portfolios for financial quality and investment prospects. Our in-house social research and advocacy team evaluates each company’s social performance to determine whether clients’ social investment guidelines are met. Whether in weekly investment meetings or daily conversation, our team brings significant historical perspective and a spirit of collaboration to this process.