Document Library

Multi-Asset Class

Benchmark-Free Allocation Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Target Allocations as of October 22, 2021 Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Global Allocation Absolute Return Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Target Allocations as of October 22, 2021 Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Global Asset Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Real Return Global Balanced Asset Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Equities

Climate Change Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Segment Weights Download
Top Holdings Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Emerging Domestic Opportunities Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Emerging Liquidity Premium Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Emerging Markets Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Emerging Markets ex-China Strategy

Literature

Global All Country Equity Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Global Developed Equity Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

International All Country Equity Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

International Developed Equity Allocation Strategy

Literature

Fact Sheet Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

International Equity Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Quality Strategy

Literature

Fact Sheet Download
Product Primer Download
ESG Dashboard Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Preliminary Performance Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Quality Cyclicals Strategy

Literature

Downloads

Performance Download
Portfolio Composition Download
Segment Weights Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Resources Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Segment Weights Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Tax-Managed International Equities Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Download All Download

U.S. Equity Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

U.S. Small Cap Value Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Usonian Japan Value Strategy

Literature

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary: Japan Prime Minister Aug 2020 Download
Commentary: The Competition for Corporate Control Dec 2020 Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Usonian Japan Value Creation Strategy

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary: The Competition for Corporate Control Dec 2020 Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - YTD Download
Download All Download

Alternatives

Alternative Allocation Strategy

Literature

Commentary - 1-Year Anniversary Download
Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Data Pack Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Download All Download

Credit Opportunities Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Download All Download

Equity Dislocation Strategy

Literature

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Event-Driven Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Download All Download

Fixed Income Absolute Return Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Commentary - Annual Download
Download All Download

Multi-Strategy

Literature

GIPS® Composite Report Download
GIPS® Composite Descriptions Download
Download All Download

Downloads

Performance Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Download All Download

Quality Spectrum Strategy

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Resources Long/Short Strategy

Literature

Fact Sheet Downl