Product Information

Below is a selected list of our investment products. For more information please contact us.

Product Information
Click on each product below to view our quarterly fact sheets

You may view and print the file in Portable Document Format (PDF)

U.S. Equity

Benchmark

PDF

Large Cap

Disciplined U.S. Core

S&P 500

Download

Focused Growth

Russell 1000 Growth & S&P 500

Download

U.S. Large Cap Core Growth

S&P 500

Download

U.S. Large Cap Select Growth

Russell 1000 Growth

Download

Targeted Core Growth

S&P 500

Download

Targeted Core Growth - Tax Managed

S&P 500

Download

Small Cap

U.S. Small Cap Core Growth

Russell 2000

Download

U.S. Small Cap Select Growth

Russell 2000 Growth

Download

U.S. Small Cap Growth-Tax Managed

Russell 2000 Growth

Download

Global/International Equity

Benchmark

PDF

Global EcoTrends

FTSE ET50 Index

Download

Global Emerging Market Equity

MSCI Emerging Markets Total Return

Download

Global Equity

MSCI World Index (Net)

Download

Global Equity High Alpha

MSCI World Index (Net)

Download

Global Sustainability

Dow Jones Sustainability World Index

Download

Global Small Cap

MSCI World Small Cap

Download

International Small Cap

MSCI Small Cap World Ex-U.S.

Download

Asia Pacific Equity

Benchmark

PDF

Asia Pacific Ex-Japan

MSCI AC Asia Pacific Ex-Japan

Download

China Equity

MSCI China

Download

Mid-Small Cap Asian Equity

MSCI AC Far East ex Japan

Download

Total Return Asian Equity

MSCI AC Far East ex Japan
(reference only)

Download

Total Return Pacific

MSCI AC Asia Pacific

Download

Sector Managed Equity

Benchmark

PDF

Global Resources

MSCI World Energy
& Materials Custom

Download

Global Technology

S&P GSTI Composite Index

Download