Our accomplished team understands the unique dynamics of managing jointly administered trust funds. The key to our success is working closely with boards of trustees to gain a solid understanding of the plans whose assets we manage.
We provide trustee, investment advisory and custody services for union and public sector employee benefit plans.
With a primary focus on Taft-Hartley funds, we have gained a deep experience in this area. We offer a full range of investment services, including separately managed and commingled funds along with our custody capabilities.
Amalgamated Bank has been a source of investment management services for more than 30 years with a team of experienced investment professionals and sub-advisor relationships. We can offer a full range of Equity, Fixed Income and Alternative funds in either the LongView commingled funds or through customized managed account solutions.
A dedicated Relationship Manager will help meet your organization's custody services needs including asset safekeeping, corporate actions, income collections, proxy services, account transition, asset transfer and conversion management.
Since their founding in 1992, the LongView Funds have been at the forefront of advocating the importance of strong corporate governance as a way to increase the long-term value of the shares we hold. We have played a prominent leadership role in shareholder activism, advocating sound environmental, social and governance (“ESG”) practices to safeguard the hard-earned savings that have been entrusted to us.