Our dedication to the capital preservation marketplace is specifically focused on stable value and fixed income.  Although the two have similar objectives, the philosophy and process used to meet the objectives differ.

If you’d like to have a more detailed conversation about our capabilities, contact us.

 Collective investment trusts

We are a leader in advising collective investment trusts (CITs), also known as pooled funds, distributed by banks, trust companies, and other financial institutions. We offer a variety of CITs with fixed income strategies as well as stable value CITs. Our stable value CITs are available directly to plan sponsors and on over 30 investment platforms. We offer the following stable value CIT solutions:

 

For more information on our CITs*, including historical performance, portfolio characteristics, portfolio holdings information, fees and expenses, disclosure documentation, and audited financial report, please contact us.

If you are a plan participant in a pooled fund managed by Morley, please contact your benefits administrator for more information on the fund.

* Principal Global Investors Trust Company serves as the Trustee to several CITs and has retained Morley Capital Management, a specialized investment management team within Principal Global Investors, LLC (the Adviser) to serve as investment manager, subject to the Trustee’s control, supervision and review.

 

Separately managed accounts / custom solutions

Many plan sponsors with large balances require tailored solutions to meet their unique investment goals and objectives. We customize stable value portfolios as well as fixed income portfolios that are used as underlying investments in a stable value fund or as a stand-alone solution.

Our Portfolio Construction and Relationship teams combine expertise in capital preservation investing and a commitment to unparalleled client service to ensure each client has a distinct experience with us.

 

If you are a plan participant in an investment option managed by us and offered by your employer, please contact your benefits administrator for more information on the investment.

For more information on our separately managed account strategies, please contact us.