Laura Lake

Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds.

Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens.

Functions as a College/University

HAIL seeks to increase returns and lower volatility through portfolios constructed with absolute return strategies. The firm believes their approach is less prone to market uncertainties as they choose not to follow market benchmarks. They aim to structure investment vehicles to deliver superior risk-adjusted performance versus traditional investments.

Functions as a College/University