Asset Management

The Diversified Equity investment strategy is designed to seek a favorable long-term rate of return through capital appreciation and investment income by investing primarily in a broadly diversified portfolio of common stocks.

The portfolio management team seeks to invest in a broadly diversified portfolio of domestic and foreign equity securities by using a combination of three investment strategies: active management, enhanced indexing, and pure indexing. The team may invest in companies of any market capitalization size or investment style (growth, blend, or value) and will invest a small percentage of its foreign investments in emerging market securities.

The benchmark for the investment strategy is a composite index comprised of four unmanaged benchmarks: the Russell 3000® Index, the MSCI Barra ("MSCI") EAFE® + Canada Index, the MSCI Emerging Markets IndexSM, and the MSCI EAFE® + Canada Small Cap Index. The weights in the composite index change daily to reflect the relative sizes of the domestic, developed foreign market, emerging market, and foreign small-cap segments of the portfolio.

Related Professionals

Bill Riegel

William Riegel

CFA, Senior Managing Director,
Head of Equity Investments

Thomas Franks

Thomas Franks

CFA, Managing Director,
Equity Investments

Saira Malik

Saira Malik

CFA, Managing Director,
Equity Investments

Hans Erickson

Hans Erickson 

CFA, Managing Director,
Equity Investments

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