Large Cap Domestic Equity

Brandywine Global

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.

Chicago Equity Partners

Best described as a Growth at a Reasonable Price manager, 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

Great Lakes Advisors

Great Lakes buys low P/E stocks of established companies. Portfolios are neither concentrated nor indexed to the market, but diversified across industries whose cumulative market capitalization is at least half the S&P 500. Benchmark: Russell 1000 Value

Small Cap Domestic Equity

Radnor Small Cap

Radnor 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

International Equity

Boston Common

Boston Common does global social investing. The firm goes beyond screening and managing international portfolios with their in-house social research that supports an active program of corporate dialogue and shareholder advocacy. Benchmark: MSCI EAFE

REITs

Urdang

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: Dow Jones Wilshire Real Estate Securities Index

Domestic Fixed Income

Payden & Rygel

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

Global Fixed Income

Lazard

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 Capital Global Aggregate Bond Index