We are innovators and problem solvers, stewards and educators. With experts across the globe, we are the quiet power in a tumultuous investing world.
To help our clients achieve their financial goals, we live our guiding principles each and every day.
Start with Rigor — We take a highly disciplined and risk-aware approach built on exhaustive research, careful analysis, and market-tested experience to meet client needs. Rigor is behind every decision we make.
Build from Breadth — Today’s investment problems demand a breadth of capabilities. We build from a universe of index and active strategies to create cost-effective solutions.
Invest as Stewards — As fiduciaries, we believe good stewardship involves engagement with
portfolio companies to identify risks and opportunities to create long-term value for our clients.
Invent the Future — We created the first ETF in the US and are pioneers in index and active investing. Using data, insights, and investment skill, we are always inventing new ways to invest.