Your dashboard

funds | new documents

Customize our site to make your visits more productive. Save recent activity, get automatic updates, follow funds, and more.

Our multimanager approach: 60 portfolio teams across 25 elite firms

$164.2B assets under management. All logos are the property of their respective owners. As of 12/31/20.

Market Intelligence

All the latest insight from our asset management network

Learn more
Your resources More

Individual investors

Monitor your portfolios and learn more about investing fundamentals.

Individual investor resources

Financial professionals

Explore new funds and see what’s moving markets.

Financial professional resources

Consultants and analysts

Model custom portfolios and explore fund data.

Consultant and analyst resources

RIAs/bank trusts

Build your business and help keep clients informed.

RIA/bank trust resources

Retirement specialists

Discover the latest trends in retirement planning and products.

Retirement specialist resources

Borrowing for college? Four things to know about PLUS loans

Saved for your child's college education and still don't have enough? One option is a PLUS loan. But there are four key considerations you should know before you apply.

Read more

Where to focus in 2021—a year of recovery across emerging markets

The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.

Read more

Inflation and floating rate loans: is 2021 the year for liftoff?

With a variety of inflation concerns and a near-record amount of negative-yielding debt, it makes sense now to consider a floating-rate fund for your portfolio.

Read more

FINRA's BrokerCheck allows users to check the background of investment professionals or this firm.