Privately Managed Accounts: Private Account Managers

The investment managers selected as "Best of Class" by BARRA RogersCasey include some of the largest and most respected firms in the investment industry. These firms deliver investment strategies that cover a wide range of investment styles, including U.S. Equities, International Equities, Real Estate Investment Trusts (REIT), and Fixed Income securities.

U.S. Equities
Large Cap Growth TCW Asset Management
Provident Investment Counsel
Large Cap Value Brinson Partners, Inc.
Small/Mid Cap Growth William Blair & Company
TCW Asset Management
Rice Hall James
Small Cap Value Cramer Rosenthal McGlynn
REIT Lend Lease Rosen

International Equities
Lazard Asset Management
Lombard Odier *
Schroder Investment Management *

Fixed Income
BlackRock Financial Management *
Credit Suisse/Warburg Pincus *
Fischer, Francis Trees & Watts *
PIMCO *
Weiss, Peck & Greer *
Western Asset Management *

* Institutional Mutual Fund

 

Brinson Partners, Inc.
U.S. Large Cap Value

Founded: 1981
Headquarters: Chicago, IL
Assets Under Management: $250 billion

Brinson Partners, Inc., the global asset management division of United Bank of Switzerland AG, is one of the world's largest institutional investment management firms. With over 1,100 employees in 15 offices throughout the world, Brinson's institutional client list includes 40 of the top 100 U.S. pension funds. As a fundamental, long-term, price/value investor, Brinson blends proprietary research with the latest quantitative technology applicable to modern portfolio management.
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Cramer Rosenthal McGlynn, LLC
U.S. Small Cap Value (Tax-Managed)

Founded: 1973
Headquarters: New York, NY
Assets Under Management: $4 billion

Originally founded to serve as a private asset manager for a select number of wealthy families, CRM now manages portfolios for individuals, trusts, estates, pension plans, foundations and endowments. CRM's long-term value oriented investment philosophy seeks to take advantage of periodic inefficiences which develop in the valuation of small-cap companies, with market capitalizations ranging from $200 million to $5 billion.
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Lazard Asset Management
International Equity

Founded: 1848
Headquarters: New York, NY
Assets Under Management: $68 billion

Lazard Asset Management is a division of Lazard, Freres & Company, a pre-eminent global investment bank with a worldwide presence in the investment industry spanning over 150 years. In managing international equity portfolios, Lazard employs an extensive global research staff and applies a consistent time-tested investment discipline with a focus on risk management, individual security selection, and portfolio construction.
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Lend Lease Rosen Real Estate Securities, LLC
Real Estate Investment Trust (REIT)

Founded: 1993
Headquarters: Berkeley, CA
Assets Under Management: $800 million

As an affiliate of Lend Lease, a global real estate services firm with $37 billion in commercial property under management, Lend Lease Rosen is a research-driven investment management firm which focuses exclusively on the REIT industry. Combining its own internal research with the extensive experience and capabilities of the Lend Lease organization, the firm seeks to identify REITs with strong management and growth prospects selling at prices competitive with their underlying real estate values.
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Provident Investment Counsel
U.S. Large Cap Growth (Tax-Managed)

Founded: 1951
Headquarters: Pasadena, CA
Assets Under Management: $19 billion

For nearly fifty years, Provident Investment Counsel has been managing investment portfolios for both individuals and institutions. Provident's investment philosophy is based on fundamental research, a stock selection process that emphasizes sustainable earnings growth, and rigorous buy and sell disciplines focused on preserving their investment style and consistency.
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Rice Hall James & Associates
U.S. Small/Mid Cap Growth

Founded: 1974
Headquarters: San Diego, CA
Assets Under Management: $1.1 billion

With an experienced investment team that has been in place for over ten years, Rice Hall James adheres to a GARP (Growth at a Reasonable Price) investment style targeting attractively valued growth stocks with market capitalizations between $250 million and $3.5 billion. Rice Hall James utilizes a bottom-up fundamental investment process which focuses on controlling portfolio volatility while seeking to identify catalysts for a potential increase in the price of the stocks in the firm's investment universe.
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Schroder Investment Management North America, Inc.
Emerging Markets Fund

Founded: 1962
Headquarters:New York, NY
Assets Under Management: $27 billion

With 17 offices on five continents throughout the world, Schroder Investment Management employs over 140 investment professionals to research and identify global investment opportunities. The Schroder Emerging Markets Fund, established in 1997, invests primarily in equity securities of issuers doing business in emerging market countries in regions such as Southeast Asia, Latin America, and Eastern and Southern Europe.
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TCW Asset Management Company
U.S. Large Cap Growth
U.S. Mid Cap Growth

Founded: 1971
Headquarters: Los Angeles, CA
Assets Under Management: $55 billion

The TCW Group is a group of affiliated financial companies providing a broad range of investment products for investors around the world. With a team of over 290 investment professionals, TCW has a broad depth of knowledge, investment experience and research capability, and is one of the largest privately-held investment companies in the United States. TCW's investment philosophy stresses investment in high quality companies with opportunities for growth that are not fully reflected in stock market valuations.
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William Blair & Company, LLC
U.S. Small Cap Growth (Tax-Managed)

Founded: 1935
Headquarters: Chicago, IL
Assets Under Management: $20 billion

William Blair & Company is an employee-owned investment organization that has offered clients a consistent, well-defined investment philosophy for more than six decades. With an internationally recognized equity research team, William Blair focuses on companies with market capitalizations from $1 billion to $3 billion that are selected for their superior financial characteristics and long-term earnings-growth rates.
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BlackRock Financial Management, Inc. is a premier global investment management firm with $80 billion in fixed income assets under management. With over 480 investment professionals, BlackRock provides risk management and advisory services that combine their capital markets expertise with proprietary risk management systems and technology.
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Credit Suisse Asset Management is a global investment firm with $216 billion in assets under management, and the parent of Warburg Pincus Asset Management, Inc., a leading U.S. asset manager with 260 employees and $22 billion in assets under management.
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Fischer Francis Trees & Watts, Inc. (FFTW) is a global fixed income specialist with $31 billion of assets under management. The FFTW portfolio management group consists of regional and sector specialists teams located in New York, London and Singapore.
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Lombard Odier has specialized in global investment management for over two hundred years.  With over 1200 employees in 14 global offices, Lombard Odier offers high-quality investment management services to a wide and diverse range of institutional and private clients.  Lombard Odier's international investment process combines in-depth fundamental analysis with disciplined portfolio construction and begins with the identification of growth companies that have shown consistent growth in earnings.

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Pacific Investment Management Company (PIMCO) was founded in 1971 to provide specialty management of fixed income portfolios. PIMCO's focused dedication to quality fixed income management has resulted in over $181 billion in assets under management.
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Western Asset Management is a fixed income specialist and an independent affiliate of Legg Mason, Inc. With $54 billion in assets under management and offices in Los Angeles and London. Western Asset's objective is to provide clients with focused, tightly controlled, value-oriented portfolios.
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Weiss Peck & Greer, a limited liability company, was formed as an investment management firm in 1970 and is headquartered in New York City with offices in Chicago and San Francisco.  The firm managed $17.6 billion in client assets at the end of 1999.  WPG's Municipal Fixed Income team emphasizes risk control and liquidity while pursuing superior rates of return.  These objectives are accomplished through a disciplined, value-added investment process that encompasses each client's investment objectives.
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