![]() ![]() The Walden Balanced strategy is an actively managed, broadly diversified strategy investing in reasonably valued, higher quality equities and fixed income securities. The strategy is committed to improving access to resources and wealt. ( more)Īccess Capital is a fixed income impact investing strategy that seeks to provide a market rate of return as well as positive social impact through a place-based investment approach. The Calvert Short Duration Income strategy is an short-term bond portfolio that invests primarily in securities with durations from zero to 10 years with an average duration that is typically one to three years. These markets address a number of long-term, macro-economic themes: growing popu. The Specialists Strategy aims to achieve sustainable returns over the longer term by investing globally in companies active in the growing Resource Optimization markets. The strategy’s objectives are to generate c. The Walden Small Cap strategy is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality, small capitalization companies with sustainable business models. ![]() The ClearBridge International Growth ADR ESG strategy seeks to achieve long-term growth of capital by investing in American Depositary Receipts (ADRs) of well-managed businesses whose intrinsic value does not appear to be recognized by the markets. Investments are made in stocks of companies that generate profits by pr. The Water Strategy seeks to achieve sustainable, above market returns over the longer term by investing globally in companies active in the rapidly growing water value chain. The ClearBridge Large Cap Growth ESG strategy believes that investing in a portfolio of large capitalization companies that have long-term, consistent earnings growth and unique competitive positions can generate steady capital growth and may help re. Retail minimum varies by platform Institutional minimum is $5 million At least 65% of the portfolio’s total assets will be in. The strategy invests principally in undervalued equity securities of large-capitalization companies. The Parnassus Core Equity strategy is a fundamental, U.S., large-cap, core equity strategy. ![]()
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