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Donor Resources |
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Barnabas Foundation utilizes professional investment management firms to manage the assets in the Common Trust Fund. Since we can combine the assets of our donors and members in the Common Trust Fund, we have the ability to work with nationally-recognized investment management firms at competitive fee levels. Our highly-qualified investment committee, along with Merrill Lynch as fund custodian, oversees our investment managers. We believe that these carefully selected partnerships will ultimately benefit both our donors and our member organizations.
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Alliance Capital Management L.P. is one of the largest investment managers in the US, with $421 billion in assets under management as of Sept. 30, 2001. Large Cap Growth, the firm's flagship service, seeks to deliver long-term capital appreciation by investing in companies with superior sustainable earnings growth and reasonable valuations. It builds portfolios around a core of 25 stocks, adjusting both portfolio risk and each stock's weight to optimize long-term performance.
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With broad, fully integrated capabilities that span traditional and alternative asset classes in the U.S. and international markets, INVESCO is today one of the world's leading institutional managers. Because its only
business is investment management, INVESCO's focus is exclusively on the ongoing enhancement of the investment process and the tools used by their professionals. INVESCO has a history of reliable performance built on strong investment quality, risk awareness and a continuing emphasis on thoughtful
innovation. INVESCO considers its clients to be partners in moving forward investment boundaries.
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Lazard, one of the world's preeminent financial advisory and asset management firms, operates from 35 cities across 17 countries in North America, Europe, Australia, Asia and South America. With origins dating back to 1848, the firm provides advice on mergers and acquisitions, restructuring and capital raising, as well as asset management services, to corporations, partnerships, institutions, governments and individuals.
The Lazard Emerging Markets Portfolio seeks long-term capital appreciation by investing in companies with strong, sustainable financial productivity at attractive valuations. The Portfolio is managed with a bottom-up approach to stock selection that is the hallmark of Lazard’s relative-value investment style that seeks to identify companies that are attractively priced relative to their financial returns. The Emerging Market Portfolio uses quantitative techniques to monitor risks associated with industry and country concentrations in order to ensure diversification.
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Founded in 1929, Lord Abbett is an independent money management firm structured as a partnership. Currently, Lord Abbett manages over $40 billion in assets representing separately managed equity, fixed income, and balanced portfolios for institutional accounts, in addition to a family of mutual funds and wrap fee assets.
Lord Abbett manages over $18 billion in large cap value equity assets, including assets managed for Barnabas Foundation. Lord Abbett strongly believes that its multidimensional investment approach, a combination of quantitative and fundamental research elements, provides the firm with a source of competitive advantage.
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NWQ Investment Management Company has provided investment management to institutional clients since 1982. We now manage over $17 billion in assets with a broad array of portfolio strategies, including equity, balanced and fixed income.
The combination of high investment return and low risk is commonly described as Northwest Quadrant (NWQ) performance. Our name reflects our goal of achieving these results over the long term for every one of our clients.
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Heitman Securities Advisors LLC is the real estate public securities division of Heitman, a global real estate investment firm that has over $10.7 billion in assets under management. Heitman is a bottom-up, value-oriented manager, committed to a strategy of investing in companies that offer growth-at-a-reasonable price. The firm's investment process combines a proprietary financial model with the knowledge and experience of our management team, creating a real estate portfolio offering the greatest potential for growth with the least amount of risk.
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ING Clarion is an affiliate of ING’s Real Estate Group and focuses on worldwide real estate equity securities management opportunities. Because of their access to a network of real estate professionals located throughout Europe, Australia and Asia, ING Clarion provides a unique perspective on global real estate investing.
The ING International Real Estate Portfolio conducts systematic evaluations of public and private property market conditions and trends in combination with an in-house valuation process to identify investments with superior current income and growth potential relative to peers. The portfolio is constructed of companies that derive at least half of their total revenues or earnings from owning, operating, developing and/or managing real estate. The International Strategy provides a level of diversification in addition to U.S. only real estate investments along with the opportunity to participate in growing economies outside of the U.S. and the adoption of the Real Estate Investment Trust (REIT) structure outside of the U.S.
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Lehman Brothers, an innovator in global finance, serves the financial needs of corporations, governments and municipalities, institutional clients, and high net worth individuals worldwide. Founded in 1850, Lehman Brothers maintains leadership positions in equity and fixed income sales, trading and research, investment banking, private investment management, asset management and private equity. The Firm is headquartered in New York, with regional headquarters in London and Tokyo, and operates in a network of offices around the world.
Lehman Brothers offers a full range of asset management products for pensions, foundations, endowments and other institutions. They have established track records in strategies across the risk/return spectrum in cash, fixed income, equity, and hybrid asset classes. Their Intermediate Duration fixed income investment process generates superior returns through incremental income, protection of principal and capital appreciation, while controlling the risk elements of the fixed income markets.
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Barnabas Foundation utilizes the consulting, trade execution, and custodial services of Merrill Lynch & Co., Inc. Merrill Lynch traces its historical origins to 1820 and is one of the largest securities firms in the
world. With client assets over $1 trillion, Merrill Lynch is currently a preeminant provider of investment management services around the world. Merrill Lynch through its subsidiaries and affiliates, provides
investment, financing, insurance, and related services on a global basis. Merrill Lynch is a leading broker-dealer in various types of securities, a leading investment banking firm, and an underwriter of selected insurance
products. Merrill Lynch is a registered investment advisor with the Securities and Exchange Commission and, therefore, subject to the Investment Advisors Act of 1940, among other additional rules and regulations. Merrill Lynch carries extensive errors and omissions insurance with Aetna Casualty
and Surety Company and Fidelity bond coverage through the Investor Protection Insurance Company.
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