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 June 30, 2008
|
# of Clients
|
Assets
($ millions)
|
Corporation
|
132
|
$14,267
|
Public
|
62
|
$10,372
|
Insurance Companies
|
4
|
$1,919
|
Taft-Hartley/Union
|
28
|
$464
|
Hospital
|
30
|
$1,019
|
Other
|
14
|
$277
|
Endowments and Foundations
|
11
|
$114
|
Sub-Total Institutional Third-Party Clients
|
281
|
$28,432
|
|
|
|
|
Alternative
|
48
|
$8,503
|
Canada and Latin America
|
21
|
$77,542
|
Proprietary
|
22
|
$81,495
|
Structured Asset Management
|
14
|
$6,095
|
Sub-Advised Mutual Funds, Variable Portfolios,
and Managed Accounts
|
141
|
$38,231
|
Total
|
527
|
$240,298
|
