Most Recent

Awards & Recognitions



History

Previous Awards & Recognitions



2016.Q4

Broadridge/Lipper

Best Money Managers Q4 2016

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 20 Quarters (Ranked 8 out of 25)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 40 Quarters (Ranked 6 out of 21)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 6 out of 55)
  • 20 Quarters (Ranked 19 out of 52)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 16 out of 55)

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 7 out of 330)

Informa Investment Solutions

PSN Top Guns Q4 2016

Muni PLUS  Top Guns of the Decade  Municipals Universe
Taxable Ladder PLUS  5 Stars  Core Fixed Universe
Taxable Ladder PLUS  5 & 6 Stars  Intermediate Maturity Universe
Taxable PLUS  4, 5 & 6 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  5 & 6 Stars  US Fixed Income Universe
Cash Management  1 Stars  Municipals Universe

2016.Q3

Informa Investment Solutions

PSN Top Guns Q3 2016

Muni PLUS  1 Stars  Municipals Universe
Taxable Ladder PLUS  5 & 6 Stars  Intermediate Maturity Universe
Taxable PLUS  4, 5 & 6 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  5 & 6 Stars  US Fixed Income Universe

Broadridge/Lipper

Best Money Managers Q3 2016

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 1 Quarter (Ranked 3 out of 40)
  • 12 Quarters (Ranked 8 out of 27)
  • 20 Quarters (Ranked 10 out of 22)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 1 Quarter (Ranked 5 out of 40)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 7 out of 49)
  • 20 Quarters (Ranked 17 out of 48)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 15 out of 49)
2016.Q2

Broadridge/Lipper

Best Money Managers Q2 2016

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 8 out of 27)
  • 20 Quarters (Ranked 10 out of 22)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

  • 4 Quarters (Ranked 5 out of 163)
  • 12 Quarters (Ranked 18 out of 141)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 5 out of 61)
  • 12 Quarters (Ranked 5 out of 54)
  • 20 Quarters (Ranked 13 out of 53)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 17 out of 61)
  • 12 Quarters (Ranked 15 out of 54)

Informa Investment Solutions

PSN Top Guns Q2 2016

Tax Ladder PLUS  5 Stars  Core Fixed Universe
Tax Ladder PLUS  5 Stars  Intermediate Maturity Universe
Tax Ladder PLUS  6 Stars  Intermediate Maturity Universe
Taxable PLUS  4 Stars  Core Plus Universe
Taxable PLUS  5 Stars  Core Plus Universe
Taxable PLUS  6 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  5 Stars  Intermediate Maturity Universe
Taxable PLUS  6 Stars  Intermediate Maturity Universe
Taxable PLUS  5 Stars  US Fixed Income Universe

Pensions & Investments

Top Performing Managers Q2 2016

Taxable PLUS recognized for Top Performing Managers of Intermediate-Term Bond for the 1-year period of 6/30/2015 – 6/30/2016

2016.Q1

Broadridge/Lipper

Best Money Managers Q1 2016

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 1 Quarter (Ranked 10 out of 33)
  • 4 Quarters (Ranked 8 out of 29)
  • 12 Quarters (Ranked 7 out of 28)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

  • 12 Quarters (Ranked 13 out of 142)
  • 4 Quarters (Ranked 3 out of 161)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 20 Quarters (Ranked 13 out of 51)
  • 4 Quarters (Ranked 2 out of 59)
  • 12 Quarters (Ranked 7 out of 52)

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

  • 4 Quarters (Ranked 4 out of 161)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 20 Quarters (Ranked 16 out of 51)
  • 4 Quarters (Ranked 5 out of 59)
  • 12 Quarters (Ranked 13 out of 52)


Lipper Criteria, PSN Criteria