Separately Managed Accounts

$10m minimum for all SMAs

US SMA Options

Small-Cap Growth/Value/Blend
Mid-Cap Growth/Value/Blend
Large-Cap Growth/Value/Blend
AI Target Date Strategies
AI Factor Fund Strategies
AI Sector Fund Strategies
Volatility Constrained Strategies
AI Real Estate Strategies
Leveraged AI Strategies
AI Custom Index Construction
AI ESG Strategies
Active & Passive AI Strategies Available

International SMA Options

Global Equity Small/Mid/Large Cap
Global Equity Growth/Value/Blend
AI Country / Region Specific Strategies
Developed International Market Strategies
Emerging Market Strategies
AI Foreign Real Estate Strategies
AI Global Infrastructure
International Volatility Constrained Strategies
AI ESG International Strategies

Alternative SMA Options

Long/Short Equity
Downside Protection Strategies
Short Only Strategies
Market Neutral
AI Global Event Driven
AI Unconstrained Opportunity
AI Innovative Markets Strategies

Additional custom SMA strategies available pending lead time for testing, customer requirement discussions, and local regulatory requirements.