Institutional Strategies

As of 12/31/23 View Summary of Returns
Strategy Name Index Since Inception Returns Inception Date
Gross Net Index
Active Growth Equity
US All Cap Growth Strategy S&P 1500 Growth Index 14.09% 13.18% N/A 1/1/91
International Growth Strategy MSCI ACWI ex USA Index 8.27% 7.21% 5.47% 4/1/05
International Growth Concentrated Strategy MSCI ACWI ex USA Index 7.75% 6.81% 4.37% 12/1/13
Global Growth Strategy MSCI ACWI Index 9.80% 8.64% 6.67% 4/1/07
Timpani Small Cap Growth Strategy Russell 2000 Growth Index 10.51% 9.88% 9.01% 4/1/08
Timpani SMID Growth Strategy Russell 2500 Growth Index 8.57% 7.52% 8.45% 3/1/15
Timpani Enhanced Alpha Strategy Russell 1000 Index 13.40% 12.80% 12.72% 5/1/17
Lower-Volatility Equity/Risk Managed
Emerging Economies Strategy MSCI Emerging Markets Index 8.34% 7.17% 7.42% 12/1/08
US Opportunities Strategy S&P 500 Index 12.70% 11.92% 10.63% 1/1/91
Global Opportunities Strategy MSCI ACWI Index 9.34% 8.41% 7.37% 10/1/96
Sustainable Equity
International Sustainable Equities SMA Strategy MSCI ACWI ex USA Index (Net) 8.94% 8.02% 5.26% 4/1/19
Global Sustainable Equities SMA Strategy MSCI ACWI Index (Net) 13.35% 11.95% 11.71% 1/1/19
US Sustainable Equities SMA Strategy S&P 500 Index 10.95% 9.59% 12.31% 2/1/20
Fixed Income
High Income Opportunities Strategy Bloomberg US High Yield 2% Issuer Capped Index 6.85% 6.13% 6.58% 11/1/99
Dynamic Intermediate Tax-Efficient Strategy Bloomberg US Aggregate Intermediate Index 1.87% 1.65% 1.12% 7/1/17
Core Plus Fixed Income Strategy Bloomberg US Aggregate Bond Index 3.88% 3.33% 3.11% 7/1/07
Convertible
US Convertible Strategy ICE BofA All US Convertibles Index 9.68% 8.99% 9.79% 1/1/91
Global Convertible Strategy Refinitiv Global Convertible Bond Index 7.62% 6.45% 6.48% 10/1/01
Alternatives
Phineus Long/Short Strategy MSCI World Index 12.09% 10.53% 8.23% 6/1/02
Market Neutral Income Strategy Bloomberg US Govt/Credit Bond Index 7.38% 6.63% 5.09% 1/1/91
Hedged Equity Strategy S&P 500 Index 5.91% 5.36% 11.84% 1/1/15
Merger Arbitrage Strategy ICE BofA US 3 Month Treasury Bill Index (G0O1) 5.33% 4.49% 1.77% 12/1/19
As of 12/31/23 View Style Information
Strategy Name Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
Active Growth Equity
US All Cap Growth Strategy Gross 13.48% 39.31% 39.31% 5.54% 16.01% 11.16% 14.09% 1/1/91
Net 13.24% 38.10% 38.10% 4.60% 15.00% 10.25% 13.18% 1/1/91
International Growth Strategy Gross 13.38% 16.39% 16.39% -4.16% 11.03% 6.02% 8.27% 4/1/05
Net 13.06% 15.10% 15.10% -5.18% 9.90% 4.97% 7.21% 4/1/05
International Growth Concentrated Strategy Gross 16.88% 22.51% 22.51% 0.20% 15.05% 7.47% 7.75% 12/1/13
Net 16.65% 21.57% 21.57% -0.57% 14.15% 6.53% 6.81% 12/1/13
Global Growth Strategy Gross 12.19% 25.99% 25.99% 2.96% 15.83% 10.23% 9.80% 4/1/07
Net 11.89% 24.64% 24.64% 1.86% 14.64% 9.08% 8.64% 4/1/07
Timpani Small Cap Growth Strategy Gross 7.07% 8.37% 8.37% -8.76% 8.77% 7.77% 10.51% 4/1/08
Net 6.88% 7.61% 7.61% -9.41% 8.07% 7.12% 9.88% 4/1/08
Timpani SMID Growth Strategy Gross 9.55% 13.35% 13.35% -6.61% 10.12% N/A 8.57% 3/1/15
Net 9.30% 12.29% 12.29% -7.49% 9.08% N/A 7.52% 3/1/15
Timpani Enhanced Alpha Strategy Gross 12.99% 23.97% 23.97% 9.92% 16.19% N/A 13.40% 5/1/17
Net 12.85% 23.35% 23.35% 9.30% 15.57% N/A 12.80% 5/1/17
Lower-Volatility Equity/Risk Managed
Emerging Economies Strategy Gross 7.43% 7.30% 7.30% -8.28% 8.05% 3.92% 8.34% 12/1/08
Net 7.15% 6.17% 6.17% -9.26% 6.91% 2.82% 7.17% 12/1/08
US Opportunities Strategy Gross 9.70% 21.54% 21.54% 7.04% 14.07% 10.31% 12.70% 1/1/91
Net 9.51% 20.71% 20.71% 6.31% 13.30% 9.57% 11.92% 1/1/91
Global Opportunities Strategy Gross 9.19% 16.38% 16.38% 2.44% 11.62% 7.71% 9.34% 10/1/96
Net 9.00% 15.57% 15.57% 1.75% 10.91% 6.96% 8.41% 10/1/96
Sustainable Equity
International Sustainable Equities SMA Strategy Gross 12.19% 16.61% 16.61% 2.33% N/A N/A 8.94% 4/1/19
Net 12.08% 16.15% 16.15% 1.68% N/A N/A 8.02% 4/1/19
Global Sustainable Equities SMA Strategy Gross 12.84% 20.84% 20.84% 5.56% N/A N/A 13.35% 1/1/19
Net 12.48% 19.34% 19.34% 4.25% N/A N/A 11.95% 1/1/19
US Sustainable Equities SMA Strategy Gross 12.51% 20.46% 20.46% 7.03% N/A N/A 10.95% 2/1/20
Net 12.16% 18.98% 18.98% 5.71% N/A N/A 9.59% 2/1/20
Fixed Income
High Income Opportunities Strategy Gross 6.22% 12.82% 12.82% 2.96% 5.80% 4.44% 6.85% 11/1/99
Net 6.10% 12.31% 12.31% 2.49% 5.30% 3.82% 6.13% 11/1/99
Dynamic Intermediate Tax-Efficient Strategy Gross 4.46% 4.87% 4.87% -1.02% 1.98% N/A 1.87% 7/1/17
Net 4.41% 4.64% 4.64% -1.24% 1.76% N/A 1.65% 7/1/17
Core Plus Fixed Income Strategy Gross 7.03% 6.88% 6.88% -2.15% 2.10% 2.48% 3.88% 7/1/07
Net 6.91% 6.40% 6.40% -2.58% 1.61% 1.96% 3.33% 7/1/07
Convertible
US Convertible Strategy Gross 6.44% 11.65% 11.65% -1.71% 11.33% 8.19% 9.68% 1/1/91
Net 6.25% 10.89% 10.89% -2.40% 10.55% 7.43% 8.99% 1/1/91
Global Convertible Strategy Gross 5.70% 13.21% 13.21% -3.24% 8.21% 6.54% 7.62% 10/1/01
Net 5.32% 11.55% 11.55% -4.64% 6.70% 5.05% 6.45% 10/1/01
Alternatives
Phineus Long/Short Strategy Gross 4.72% 10.25% 10.25% 7.22% 9.89% 7.94% 12.09% 6/1/02
Net 4.40% 8.90% 8.90% 5.91% 8.55% 6.55% 10.53% 6/1/02
Market Neutral Income Strategy Gross 2.48% 10.19% 10.19% 4.11% 5.31% 4.69% 7.38% 1/1/91
Net 2.31% 9.48% 9.48% 3.43% 4.62% 3.99% 6.63% 1/1/91
Hedged Equity Strategy Gross 2.80% 12.67% 12.67% 4.97% 6.48% N/A 5.91% 1/1/15
Net 2.68% 12.14% 12.14% 4.47% 6.06% N/A 5.36% 1/1/15
Merger Arbitrage Strategy Gross 4.18% 10.08% 10.08% 5.72% N/A N/A 5.33% 12/1/19
Net 3.97% 9.21% 9.21% 4.88% N/A N/A 4.49% 12/1/19

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