Institutional

INSTITUTIONAL STRATEGIES FACT SHEETS

Our most recent quarterly fact sheets are available below. Each fact sheet contains detailed information in a printable PDF. To download a fact sheet, click the icon next to a strategy.

• Equity
• Fixed Income
• Global
• Multi-Assets

Equity

Equity Strategies Fact Sheet All Cap Growth Global Allocation Global Equity Opportunities Global Growth Large Cap Growth Small Cap Growth Small Cap Value Small/Mid Cap Small/Mid Cap Growth

Fixed

Fixed Income Strategies Fact Sheet Agency MBS Asia Bond Plus Unhedged in USD Core Disciplined Alpha Core Fixed Income Core Plus Fixed Income Core Plus Full Discretion Corporate Disciplined Alpha Credit Asset Emerging Markets Corporate Debt Emerging Markets Debt Local Currency Emerging Markets Short Duration Credit Global Aggregate Bond in USD (High Yield Eligible) Global Credit/Corporate GBP Hedged Global Credit/Corporate in USD Global Debt Unconstrained in USD Global High Yield Full Discretion - EUR Hedged Global High Yield in EUR Global World Bond in USD (High Yield Eligible) High Yield Conservative High Yield Full Discretion High Yield Securitized Intermediate Core Disciplined Alpha Intermediate Duration Fixed Income Investment Grade Corporate Bond Investment Grade Intermediate Corporate Bond Investment Grade Securitized Long Corporate Disciplined Alpha Long Credit Disciplined Alpha Long Duration Corporate Bond Long Duration Credit Long Duration Government/Credit Multisector Full Discretion Securitized Credit Senior Floating Rate and Fixed Income Senior Loan Short Duration Fixed Income Strategic Alpha Strategic Alpha Opportunistic US High Yield World Credit Asset

Global

Global Strategies Fact Sheet Asia Bond Plus Unhedged in USD Emerging Markets Corporate Debt Emerging Markets Debt Local Currency Emerging Markets Short Duration Credit Global Aggregate Bond in USD (High Yield Eligible) Global Allocation Global Credit/Corporate GBP Hedged Global Credit/Corporate in USD Global Debt Unconstrained in USD Global Equity Opportunities Global Growth Global World Bond in USD (High Yield Eligible)

Alternatives

Multi

Multi Asset Strategies Fact Sheet Credit Asset Global Allocation Loomis Sayles Asset Selector Equity Rotation Index - Multi-Asset Income World Credit Asset

SMA