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 March 31, 2008
|
# of Clients
|
Assets
($ millions)
|
Corporation
|
139
|
$15,998
|
Public
|
60
|
$9,027
|
Insurance Companies
|
4
|
$1,986
|
Taft-Hartley/Union
|
33
|
$1,222
|
Hospital
|
29
|
$1,597
|
Other
|
12
|
$268
|
Endowments and Foundations
|
11
|
$115
|
Sub-Total Institutional Third-Party Clients
|
288
|
$30,213
|
|
|
|
|
Alternative
|
47
|
$7,981
|
Canada and Latin America
|
20
|
$66,711
|
Proprietary
|
21
|
$83,423
|
Structured Asset Management
|
18
|
$6,294
|
Sub-Advised Mutual Funds and Variable Portfolios,
and Managed Accounts
|
148
|
$39,391
|
Total
|
542
|
$234,013
|
