An institutional focus on managing domestic equity strategies across disciplines

Research Excellence

  • Seasoned, fundamental analysts along with quantitative and technical professionals
  • Security analysis across geographies, market capitalizations, and investing styles

Diversified Signals Targeting Alpha for Client Solutions

  • Extensive research resources offering insight on potential alpha sources across geographical regions, industry, style, and market cap
  • Team-based approach to help improve performance and ensure strategies are managed within guidelines

Risk Management

Proprietary technology and quantitative modeling

  • Experienced team of risk management professionals develop and deploy proprietary risk management technology and quantitative risk modeling
  • Complements efforts of the research and portfolio management teams

Featured Resources

Browse Domestic Equity Strategies

Core

Name Fact Sheet
FIAM Large Cap Core

Seeks to provide 3% annualized excess return relative to the S&P 500® Index over a full market cycle by investing in a diversified portfolio of U.S. equities. The portfolio is constructed to ensure that active return is generated through stock selection.

FIAM Quantitative Large Cap Core

Seeks to outperform the S&P 500 Index while managing market, industry, and style bets.

FIAM U.S. Total Market Equity

Seeks to provide excess return over the Dow Jones US Total Stock Market® Index while maintaining similar style characteristics and sector weights relative to the benchmark.

FIAM Small/Mid Cap Core

Seeks to provide 4% annualized excess return relative to the Russell 2500 Index over a full market cycle by investing in a diversified portfolio of U.S. equities.

FIAM Small Cap Core

Seeks to provide 3% annualized excess return relative to the Russell 2000 Index over a full market cycle by investing in a diversified portfolio of small-cap equities.
Note: closed to new investors.

FIAM Small Company

Seeks to provide 4% annualized excess return relative to the Russell 2000® Index over a full market cycle by investing in a diversified portfolio of small-cap equities.

Value

Name Fact Sheet
FIAM Large Cap Value

Seeks long-term outperformance over the Russell 1000 Value Index by focusing on stocks that are inexpensively priced in relation to their earnings power and cash generation capability.

Growth

Name Fact Sheet
FIAM Focused Large Cap Growth

Focused Large Cap Growth is a fifty-stock portfolio that represents FIAM’s portfolio management team’s best investment ideas based on an intrinsic value approach to investing.

FIAM Small Cap Growth

Seeks to outperform the Russell 2000 Growth Index by 2-3% annualized over a full market cycle.

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