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Equity & Fixed Income Options
Our LongView family of equity index funds and separately managed accounts provide investment results that seek to replicate the performance of the specific index. This is done by investing in all the stocks contained in the index based on the relative weight each stock represents within the index. Equity index funds offer the advantage of low portfolio turnover and transaction expense.
The goal of each fund is to outperform the respective benchmark by 100 to 150 basis points with diversified investment strategies that utilize a variety of proprietary quantitative trading models and risk constraints intended to limit potential underperformance.
The International Value Equity strategy uses fundamental research to identify a portfolio of 50-80 stocks believed to be undervalued by the market (and thus have a lower price than their true worth) with portfolio construction driven by a quantitative risk-scoring framework.
Amalgamated Bank's LongView family of fixed income strategies and separately managed accounts are designed to provide a low volatility and attractive rate of return, while seeking to minimize risk. Investment vehicles range from conservative short-term, intermediate, and opportunistic funds to our specialty funds. Domestic fixed income strategies are also available through separately managed accounts or through our commingled funds.
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IMPORTANT INFORMATION: Investments are not insured by the FDIC and are subject to investment risks, including the loss of principal amounts invested. The aforementioned descriptions do not constitute an offer to invest or solicitation of an offer to buy interest in a LongView Fund. A complete description of the Funds’ terms, including risks, are included in the appropriate disclosure documents. Investment products referenced herein are not insured by the FDIC (or any other state or federal agency), are not deposits, obligations or guaranteed by Amalgamated Bank or any bank or non-bank affiliate thereof, and are subject to investment risks, including the loss of principal amount invested. Consider a strategy’s investment objectives, risks, charges and expenses carefully before investing. Prospective investors should read a fund’s offering materials containing this and other information carefully before investing. Past performance is not indicative of future results.
