Dimensional Fund Advisors

Dodge & Cox is an independent investment management firm founded in 1930 and headquartered in San Francisco. It manages value-oriented equity and fixed-income strategies through mutual funds and separate accounts for individual, institutional, and intermediary clients.

ParametricAsset ManagementUnited States

63% match

Parametric, also known as Parametric Portfolio Associates LLC, is an investment advisor registered with the US Securities and Exchange Commission. Headquartered in Seattle, Washington, the company specializes in providing custom and systematic investment strategies within the financial services industry.

T. Rowe Price Group, Inc.TROW · Asset ManagementBaltimore, United States

63% matchPublic

T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.

Russell Investments Multi-Factor International Equity PoolRQIN · Asset ManagementCanada

63% matchPublic

Russell Investments provides global investment management and financial services to individual investors, institutional clients, and financial professionals. The company offers multi-factor equity pools, retirement solutions, and tailored asset management strategies across multiple international regions.

Wasatch AdvisorsAsset ManagementUnited States

63% match

Wasatch Advisors is an investment management firm based in Salt Lake City, Utah, known for managing actively managed equity and fixed-income portfolios, including mutual funds and institutional accounts. It serves individual investors, financial intermediaries, retirement plans, and institutional clients, with a focus on small- and mid-cap and global strategies.

Affiliated Managers Group, Inc.AMG · Asset ManagementWest Palm Beach, United States

63% matchPublic

Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.