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Investment Committee
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SOLUTIONS
Active Tax Index
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ABOUT US
Investment Committee
Our Philosophy
SOLUTIONS
Active Tax Index
Socially Responsible Investing
Factor-Tilt Portfolios
RESOURCES
Fact Sheets
Newsletter
Research
In the News
On the Road
CONTACT
CLIENTS ONLY
Fact Sheets
Fact Sheets
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2019-02-01T15:50:50-07:00
Active Tax Indexing (ATI)
ATI All Cap Q4 2018
ATI Large Cap Q4 2018
Global ATI Q4 2018
ATI Value Tilted After Tax Q4 2018
Socially Responsible Investing (SRI)
SRI All Cap Q4 2018
SRI Global Equity Q4 2018
Factor-Tilt Portfolios
High Quality Dividend Yield Large Cap Q4 2018
