Client Profile
Our mission as a leading investment management firm is to dedicate our capabilities and expertise to solving client problems and satisfying needs.
Period ending September 30, 2008
|
# of Clients
|
Assets
($ millions)
|
Corporation
|
131
|
$17,740
|
Public
|
57
|
$9,501
|
Insurance Companies
|
4
|
$1,829
|
Taft-Hartley/Union
|
29
|
$439
|
Hospital
|
29
|
$1,014
|
Other
|
29
|
$461
|
Endowments and Foundations
|
16
|
$111
|
Sub-Total Institutional Third-Party Clients
|
295
|
$31,095
|
|
|
|
|
Alternative
|
48
|
$8,326
|
Canada and Latin America
|
22
|
$69,550
|
Proprietary
|
22
|
$76,331
|
Structured Asset Management
|
15
|
$5,836
|
Sub-Advised Mutual Funds, Variable Portfolios,
and Managed Accounts
|
116
|
$31,036
|
Total
|
518
|
$222,174
|
