AllianceBernstein (AB) is a global asset-management and research firm that’s fully invested in delivering better outcomes. With nearly $700 billion in assets under management and an expansive global footprint, we work every day to earn the trust of our clients—from individual investors to the world’s largest institutions. Our collaborative culture of diverse perspectives and talents fosters differentiated insights and distinctive solutions.
AB is committed to being a responsible firm, because effective responsible investing must start with an unwavering commitment to acting responsibly. Integrating and engaging on environmental, social and governance (ESG) issues are fundamental to our active investment and research processes, and we’ve designed a suite of Portfolios with Purpose to deliver specific ESG-related outcomes for clients.
Amundi U.S., formerly Pioneer Investments, is the U.S. business of Amundi. Amundi is the largest asset manager in Europe, and ranks among the 10 largest asset management firms globally by AUM.1 Acting as a responsible financial institution is a founding principle and core commitment of Amundi. We believe that the environmental, social and governance issues that companies face have a major impact on society, and also pose financial consequences for businesses.
The history of Amundi in the U.S. dates back to 1928 with the launch of Pioneer Fund, the second-oldest mutual fund in the U.S. and one of the first mutual funds to integrate socially responsible investment practices. Amundi U.S. has emphasized sustainable investment practices for decades — a philosophy championed by our founders, who believed companies that pursue practices harmful to society offer little, if any, intrinsic value for shareholders. This approach endures today, although our risk framework has evolved to encompass a broader set of ESG-related risks deeply integrated into our active investment processes.
1 Source IPE “Top 500 Asset Managers” published in June 2020 and based on assets under management as at 12/31/2019
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
Calvert Research and Management (Calvert) is a global leader in Responsible Investing. Calvert sponsors one of the largest and most diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies. With roots in Responsible Investing back to 1982, the firm seeks to generate favorable investment returns for clients by allocating capital consistent with environmental, social and governance best practices and through structured engagement with portfolio companies. Headquartered in Washington, D.C., Calvert manages assets on behalf of funds, individual and institutional separate account clients, and their advisors.
Dimensional is a global investment manager dedicated to implementing the great ideas in finance. We have a long history of applying academic research to practical investing. Today, we offer equity and fixed income strategies designed to help advisors meet their clients’ investment goals.
Dimensional’s investment approach is grounded in economic theory and backed by decades of research. By integrating our investment process with a flexible trading strategy, we work to manage the tradeoffs that arise when implementing portfolios. We consistently apply this process in our strategies, with an aim to add value beyond what traditional managers and benchmarks can achieve.
We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
Dimensional is headquartered in Austin, Texas, and has trading offices across North America, Europe, and Asia, which enable us to cover global markets and manage strategies continuously. As of June 30, 2021, we manage $660 billion in global assets.
Federated Hermes, Inc. is a global leader in active, responsible investing, with $619.4 billion in assets under management, as of Dec. 31, 2020. At Federated Hermes, we are guided by our conviction that responsible investing is the best way to create wealth over the long term. By investing responsibly, we aim to help people invest and retire better, to help clients achieve better risk-adjusted returns, and where possible, to contribute to positive outcomes in the wider world.
Our investment solutions span 163 equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, and a range of separately managed account strategies. Providing world-class investment management and engagement services to more than 11,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
Beyond investment management, Federated Hermes provides engagement with equity and bond issuers, proxy voting and policy advocacy. Our experienced team engages with companies and assets to align their behaviors with the long-term interests of our clients and their beneficiaries by improving their strategic, financial and ESG performance.
Headquartered in Pittsburgh, Federated Hermes’ more than 1,900 employees include those in London, New York, Boston and offices worldwide.
LeafHouse Financial is a national discretionary-investment manager and consultant with expertise in the retirement industry. The firm is independent and oversees $12.9 billion in assets. LeafHouse acts in a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions across the U.S.
LeafHouse developed proprietary technology (the LeafHouse GPA®) that aims to prudently select, evaluate, and monitor investments that are solely in the best interests of plan participants and their beneficiaries. LeafHouse integrates technology and industry knowledge to provide a layer of protection to plan sponsors. As one of the largest 3(38) Investment Managers, LeafHouse has the ability to connect directly to fund family trading systems and processes; it allows LeafHouse to provide further oversight and due diligence on retirement assets. LeafHouse is one of the first national third-party investment fiduciaries to integrate ESG investments into retirement plans for those that value ESG strategies. This proprietary screening algorithm and process is called the LeafHouse Investment Sustainability Technology™ (LIST).
LeafHouse is DALBAR 3(38) Certified which provides additional third-party oversight. DALBAR, Inc. is the financial community’s leading independent expert for evaluating and rating business practices, customer performance, and product quality and services. DALBAR (an unbiased party) certifies that it is a prudent decision to utilize LeafHouse’s services.
Lord Abbett is a global asset manager with a long heritage of innovation and insight, yet we continue to evolve in order to meet the future needs of our clients, guided by our values of excellence, responsibility, transparency, and collaboration.
Our mission is securing a sustainable future for our clients, our people, and our world.
Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.
In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value responsibly for clients. That takes a sustainable investing approach built on:
- Collective expertise – teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration
- Long-term discipline – conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes
- Risk management – the potential to recognize material risks and opportunities while managing long-term performance for clients
Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.
*USD 1,354.8 billion AUM, as of March 31, 2021. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. Excluding H2O Asset Management.
Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time.
Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.
Wealth Solutions is a top-five provider of retirement products and services in the U.S. serving more than 51,000 institutional clients and 6 million individual retirement plan participants. Voya also has approximately 600 financial professionals serving retail and workplace clients. Voya is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.
Health Solutions is a leading provider of stop-loss and supplemental health insurance in the U.S. Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.6 million individuals through the workplace