Source: Equitable Investment Management. As of 12/31/2023.
Firmwide assets under management (AUM) includes assets managed by Equitable Investment Management, LLC and its investment advisory affiliate, Equitable Investment Management Group, LLC. Equitable Investment Management Group, LLC's AUM (excluding insurance underlying funds-of funds) was $115.2 bil., as of 12/31/2023. Equitable Investment Management, LLC's AUM was $1.3 bil., as of 12/31/23. Equitable Investment Management, LLC and its affiliate Equitable Investment Management Group, LLC currently share the same infrastructure and officers and directors. Subject to change at any time.
EIM refers to Equitable Investment Management, LLC and Equitable Investment Management Group, LLC, which currently share the same infrastructure and officers and directors. Subject to change at any time. Certain firms may be wholly or partly owned subsidiaries of others, but maintain independent business operations.
We keep your needs at the forefront of everything we do, including how we screen, evaluate, select and monitor and continually assess each investment option and manager.
| What we do | What it means for you | ||
|---|---|---|---|
| Screening | We review data from independent sources to identify a universe of investment management firms. | You don’t have to spend the time and resources to sort through the universe of investments available. | |
| Evaluation | We perform rigorous analysis of the investment process and performance of each proposed investment manager, doing an extensive review of the personnel and firm, including face-to-face meetings and onsite evaluations. | You will have more confidence that each manager has extensive expertise in their field. | |
| Due diligence & selection | We select managers and funds that will serve a wide range of client needs. | You can construct a well-diversified portfolio of solid investments, regardless of your individual risk tolerance and goals. | |
| Monitoring | We evaluate all aspects of investment activity, including portfolio construction and performance. | You can feel confident that your investment managers will adhere to their fund’s objectives and seek to produce returns appropriate for the risk expected. | |
| Continuing assessment | We monitor each manager and fund to ensure that they continue to meet standards and practices for performance and style consistent with their investment mandate. | You won’t have to worry about surprises that could negatively affect your portfolio’s performance or diversification. |
investment managers
investment mandates
of diversification
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Equity funds1290 Funds® offers equity funds ranging from domestic to global equity in traditional asset classes and specialized strategies. |
1290 Avantis® U.S. Large Cap Growth Fund 1290 Essex Small Cap Growth Fund 1290 GAMCO Small/Mid Cap Value Fund 1290 SmartBeta Equity Fund |
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Fixed-income funds1290 Funds® offers fixed-income funds to help build a diversified portfolio and complement traditional fixed-income strategies. |
1290 High Yield Bond Fund 1290 Diversified Bond Fund |
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Asset allocation funds1290 Funds® offers convenient, one-step investment options: a series of target date funds built to provide an age-appropriate diversifed portfolio that can carry you to and through retirement. |
1290 Retirement Funds |
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Multi-asset funds1290 Funds® offers a multi-asset income strategy. Under normal circumstances, the Fund invests in a diversified range of income-generating equity and fixed-income securities of issuers and other financial instruments, including derivatives, which provide investment exposure to such securities. The Fund employs a dynamic asset allocation strategy under which it shifts its allocations among global equity and fixed-income asset classes. |
1290 Loomis Sayles Multi-Asset Income Fund |
| 1290 Funds® offers an alternative strategy that may offer investors a way to expand diversification from traditional categories. | 1290 Multi-Alternative Strategies Fund |
Los Angeles, CA
Avantis® is a fully integrated unit of American Century Investment Management created to deliver financial science-based investment solutions. Avantis® Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing.
The Avantis® team is led by a group of industry leaders with vast experience in creating and delivering state of the art investment solutions globally. They utilize financial science to seek higher expected returns with well-diversified strategies managed by an efficient and repeatable process. The team has been applying, studying and honing these financial science-based strategies for decades.
* Firm AUM and experienced professionals as of 12/31/2023
Orinda, CA and Greenwich, CT
As a responsible asset manager, business and employer, we actively invest for the long-term so that our clients, our people and our communities can grow for the future. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients’ partnerships with us, and what drives our people. As a leader in our industry, we can stimulate disruption and advocate for positive change.
The investment landscape has become increasingly challenging - yields remain low, inflation looks set to return, and regulatory complexity continues to expand. At the same time, technology is rapidly advancing and people are living longer than ever before, significantly shifting global demographics. To navigate this new terrain, fresh thinking is needed. Our multi-asset investment capabilities are designed to offer the greatest flexibility to our clients around the world.
* Firm AUM and investment professionals as of 12/31/2023
Philadelphia, PA
Brandywine believes in the power of value investing. Acting with conviction and discipline, they look beyond short-term, conventional thinking to rigorously pursue long-term value for their clients.Where others see risk, they see potential.
Since 1986, the firm's global experience has provided clients with investment insights and a range of differentiated fixed income, equity, and alternative solutions. They thrive in a culture of debate that encourages ideas, respects diverse viewpoints, and invites candid discussion. By challenging one another and conventional thinking, they make better investment decisions and create value for their clients.
* Firm AUM and investment professionals as of 12/31/2023
Boston, MA
* Firm AUM and investment professionals as of 12/31/2023
Boston, MA
* Firm AUM and investment professionals as of 12/31/2023
Rye, NY
GAMCO Asset Management has a unique approach to undervalued equities
* Firm AUM and investment professionals as of 12/31/2023
1290 Funds® is a registered service marks of Equitable Investment Management Group, LLC.
Personal investors:
(888) 310-0416
Financial professionals:
(855) 379-9186
To obtain a prospectus:
1290Funds@DFINsolutions.com
Media inquiries:
Equitable US Media Relations
MediaRelations@equitable.com
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