Investment Firms

FlexPrecision™ identified complementary fund managers to diversify and meet client needs based on areas of expertise:

 
 

Dimensional Investing

Dimensional Investing is about pursuing a better investment experience. That means more than just returns. It means o­ffering peace of mind because investors know that a transparent process backed by decades of research is powering every decision. For more than 35 years, we’ve seen the difference our approach has made in people’s lives.

Our goal is to help people live better—not just years from now, but today.

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.

 

Franklin Templeton

For over seven decades, institutions and individuals around the world have viewed Franklin Templeton Investments as a trusted partner in asset management

We manage over $200 billion in U.S. retirement accounts and leverage the expertise of multiple, independent investment teams to deliver truly specialized expertise across a wide range of styles and asset classes, from traditional to alternative and multi-asset strategies, including innovative retirement plan investment solutions.

Our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. In addressing the unique needs of defined contribution plans, Franklin Templeton has developed a discerning perspective that enables us to stay in front of evolving retirement industry trends and identify current areas of investment opportunity.

 

Lord Abbett

• Independent Perspective - Independence sharpens our focus and fosters a long-term perspective.

• Commitment to Active Management - A deliberate process characterized by teamwork and collaboration—and enhanced by rigorous research and comprehensive risk management.

• Intelligent Product Design - Every investor is well served when every process is well defined and every product is well designed.

 

voya

The Voya IM Fixed Income Platform is aligned to discover opportunities across the fixed income spectrum, our 200+ member team’s proven capabilities across traditional fixed income and beyond are how we have been able to preserve principal and tap into differentiated sources of risk-adjusted performance during all phases of the market cycle