Separate accounts

Separate accounts are individually managed, affording clients the opportunity to customize the management of their portfolio by including or excluding certain types of securities, sectors or segments within a given asset class. The minimum account size is typically $10 million.

Below, explore our array of separate account strategies.

U.S. Value Equity
Large-Cap Value — Focus Fact sheet
Mid-Cap Value Equity Fact sheet
Small-Cap Value Equity Fact sheet
U.S. Real Estate Securities Fact sheet
Core Equity
Large-Cap Core Equity Fact sheet
Small-Cap Core Equity Fact sheet
Socially Responsible Equity/ESG Fact sheet
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Global/International
Emerging Markets Equity Fact sheet
Emerging Markets Opportunities Fact sheet
Emerging Markets Small-Cap Fact sheet
Global Real Estate Securities Fact sheet
Global Value Equity Fact sheet
Healthcare Equity Fact sheet
International Small-Cap Fact sheet
International Value EAFE Equity Fact sheet
International Value Equity Fact sheet
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Fixed Income
Bank Loans Fact sheet
Convertibles Fact sheet
Core Focus Fixed Income Fact sheet
Core Plus Focus Fixed Income Fact sheet
Corporate Bond Fixed Income Fact sheet
Floating Rate Multi-sector Fixed Income Fact sheet
High-Yield Focus Fixed Income Fact sheet
High-Yield Municipal Fixed Income Fact sheet
Intermediate Fixed Income Fact sheet
Limited-Term Fixed Income Fact sheet
Limited-Term Multi-sector Fixed Income Fact sheet
Long Duration Fixed Income Fact sheet
Long Duration Government / Credit Fixed Income Fact sheet
Long Duration Investment Grade Fixed Income Fact sheet
Multi-sector Fixed Income Fact sheet
Municipal Intermediate Fixed Income Fact sheet
Ultrashort Fixed Income Fact sheet
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U.S. Growth Equity
Mid-Cap Growth Equity Fact sheet
Small-Cap Growth Equity Fact sheet
Wealth Builder
Wealth Builder Fact sheet
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