Investment options

AB is a global investment management firm offering high-quality research and investment services to institutional investors, individuals, and private clients.

AQR is a global quantitative investment management firm at the nexus of economics, behavioral finance, data and technology. 

Founded in 1908, the firm is a private partnership, which provides stability, experience and a consistently long-term investment approach. 

BlackRock acts as a fiduciary to investors and its purpose is to help more and more people experience financial well-being. 

American Funds Insurance Series, by Capital Group – home of American Funds, is the underlying investment vehicle for many variable annuities and insurance products. 

Causeway is a majority employee-owned firm specializing in global equities. We combine fundamental and quantitative research disciplines via value-focused strategies.

ClearBridge Investments is a leading global equity manager committed to delivering long-term results through active management and ESG engagement. 

Cohen & Steers are focused, investment-led experts, specializing in real assets and alternative income.

Dimensional Fund Advisors has 40 years of experience translating academic research into diversified, low-cost solutions that target higher expected returns.

DoubleLine is an independent money management firm offering investment strategies run by an experienced team, employing active risk management and innovative product solutions. 

Dreyfus offers innovative liquidity solutions to help align cash needs with investment time horizons.

FIAM LLC is focused on providing a best-in-class client experience by leveraging Fidelity’s breadth of investment expertise.

First Sentier Investors is a global asset manager that applies specialty resources and skill to the management of infrastructure assets.

With clients in more than 160 countries, Franklin Templeton has been focused on delivering better outcomes for over 70 years.

Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients globally with a dedicated partnership and focus on long-term performance.

GQG Partners is an investment boutique managing global and emerging market equities for institutions, advisors and individuals worldwide.

Harris Associates L.P., a Chicago-based investment management firm founded in 1976, serves as the adviser to the Oakmark Funds. 

Invesco is an independent investment management company built to help individuals, financial planners, and institutions achieve their financial goals.

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with $2.6 trillion under management (as of 12/31/21).

Lazard Asset Management is known for its global view on investing and vast experience with global, regional, and domestic portfolios.

Since 1926, Loomis, Sayles & Company has helped meet the needs of institutional and mutual fund clients worldwide with performance-driven investment teams backed by deep proprietary research and a system of integrated risk analysis. 

Lord Abbett is inspired by its mission: Securing a sustainable future for our clients, our people, and our world.

Founded on 40 years of experience, Mellon is a global leader in index management dedicated to precision and client partnership.

MFS creates long term value by allocating capital responsibly by combining collective expertise, thoughtful risk management and long-term discipline.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager that manages $460 billion in client assets (12/31/21).

Newton Investment Management seeks to improve lives by investing to deliver attractive outcomes and help foster a healthy and vibrant world.

As a global leader in active fixed income, PIMCO has worked relentlessly to help millions of investors pursue their objectives.

PPM America, Inc. is a global institutional asset manager specializing in fixed income, private equity and real estate investment capabilities.

T. Rowe Price helps investors achieve more confident futures with our strategic investing approach and comprehensive platform of solutions. 

Founded in 1975, Vanguard is one of the world's most respected investment management companies, offering investments, advice, and insights. 

WCM’s primary goal is to generate long-term, sustainable excess returns through a culture of innovation. 

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. 

With a history spanning more than three decades, Westchester Capital Management is one of the leading managers of liquid alternative event-driven investing. 

Western Asset is a globally integrated active fixed-income manager with over 50 years of experience helping clients meet their goals.

William Blair is a 100% active-employee-owned global investment boutique based in Chicago.