Large Cap Domestic Equity

Brandywine Global (Philadelphia, PA)

Brandywine takes a relative value approach to large cap domestic equities. While sector weightings are pegged to those of the Russell 1000, stock selection is based on traditional measures of value. Benchmark: Russell 1000 Index

Chicago Equity Partners (Chicago, IL)

With an approach that is best described as ’growth at a reasonable price’ (GARP), Chicago Equity Partners uses a quantitative approach that combines growth and value characteristics in stock selection. Sector and industry weightings closely match the S&P 500. Benchmark: S&P 500 Index

Great Lakes Advisors (Chicago, IL)

Great Lakes invests in the common stock of established companies that are attractively priced based on proven valuation methods (low price/earnings ratios, above-average dividend yields). Portfolios are neither concentrated nor indexed to the market, but diversified across industries. Benchmark: Russell 1000 Value Index

Small Cap Domestic Equity

Columbia Management (Wayne, PA)

Columbia (formerly Radnor Small Cap) looks at companies with market capitalizations between $500 million and $1.5 billion. They select stocks for a mix of value and growth characteristics. Benchmark: Russell 2000 Index

International Equity

Boston Common Asset Management (Boston, MA)

Boston Common is a leader in global socially responsible investing. Going beyond screening, their in-house analyst team integrates environmental, social and governance (ESG) criteria throughout the investment research process.  They are active shareholders engaging in corporate dialogues and shareholder advocacy. Benchmark: MSCI EAFE Index

REITs

Urdang (Plymouth Meeting, PA)

Focused exclusively on real estate, Urdang manages real estate securities as hybrid financial investments that must be evaluated on a number of factors, including the value of the firm’s property portfolio and the quality of its management team. Benchmark: FTSE North American REIT Index

Domestic Fixed Income

Payden & Rygel (Los Angeles, CA)

Payden & Rygel invests a largely domestic core bond portfolio in corporates, GNMAs, and other government agencies. Benchmark: Barclays Aggregate Bond Index

Global Fixed Income

Lazard (New York, NY)

Lazard invests in global fixed income securities, both sovereign and corporate. Their global mix is currently allocated about 30% to the United States, 30% to Core Europe (Euro market), and the remainder to the U.K., Canada/Latin America, Australia/New Zealand, Africa, Japan, Asia, Eastern Europe and Scandinavia. Benchmark: Barclays Global Aggregate Bond Index