An investment management team with experience, knowledge and discipline
Our experienced team of in-house investment professionals is committed to fostering strong client relationships by providing the ongoing performance metrics, communication and integrity that form the foundation of a successful partnership.
The key to our successful Investment Management business is a clear understanding of the objectives and guidelines defined by the Investment Committees or the Boards of Trustees of the plans whose assets we manage.
Through our experienced team of in-house investment professionals and our comprehensive group of sub-advisors, we work with you to provide a flexible set of investment options. We offer both active and passive strategies to meet the requirements of our clients. Our equity funds, fixed income strategies and alternative investment strategies seek to outperform respective indices and benchmarks by employing proprietary investment approaches and risk-controlled computer-trading models. By implementing conservative risk constraints and diversified approaches, we are able to limit potential underperformance.
Whether we are investing in stocks, bonds or alternative investments, we approach each investment with discipline and integrity.
Important Information: 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.