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.

Chicago Equity Partners (Chicago, IL)

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 (Chicago, IL)

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

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

International Equity

Boston Common (Boston, MA - sub-advisors, Wilmington, DE and Miami, FL)

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 (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: Dow Jones Wilshire Real Estate Securities 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 Capital 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 Capital Global Aggregate Bond Index