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Advisors’ Inner Circle Funds

The Advisors’ Inner Circle Funds represent a diversified collection of specialized investment managers, providing a broad spectrum of traditional and alternative institutional investment strategies. Currently, there are more than 50 portfolios managed by 25+ investment managers with total assets in excess of $15 billion as of October 31, 2008. The Advisors’ Inner Circle Funds managers are highly regarded within their investment discipline in the institutional world but may be undiscovered within the advisor marketplace. Nearly all of the managers are employee-owned firms and in all cases the manager’s success is tied to the firm’s long-term investment performance. Collectively, they share a common goal of providing unique strategies to meet your client’s needs and will help differentiate your fund selection from the competition.

SEI Investments Distribution Co. is the Distributor for the portfolios in The Advisors’ Inner Circle Fund and is not affiliated with the advisors.

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At ALPS, we deliver innovative investment solutions that help advisors and plan sponsors build better portfolios.  We specialize in two types of solutions:

1. Turn-key asset allocation using all-ETF portfolios, and
2. Satellite / Alternative asset classes to help add diversification to a portfolio or provide access to differentiated investment themes.

In either case, our mission is to provide best of breed investment expertise packaged in products with daily liquidity, low minimums, high transparency, and low costs. 

Headquartered in Denver, and with offices in Boston, New York, and Seattle, ALPS has been in business for nearly 25 years across three primary business lines: Asset Servicing, Asset Gathering, and Asset Management.  As of December 31, 2009, ALPS manages more than $1.5 billion and provides servicing to more than $250 billion in client assets. For more information about ALPS and the services available, visit www.alpsinc.com, and for additional information about ALPS products, visit www.alpsfunds.com.

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American Century Investments®

American Century Investments is a leading privately-held investment management firm, committed to delivering superior investment performance and building long-term client relationships since 1958. Serving investment professionals, institutions, corporations and individual investors, American Century Investments offers a variety of actively managed investment disciplines through an array of products including mutual funds, institutional separate accounts, commingled trusts and sub-advisory accounts. The company's 1,300 employees serve clients from offices in New York; London; Mountain View, Calif. and Kansas City, Mo. James E. Stowers Jr. founded the company and serves as co-chairman of the board. Jonathan S. Thomas is president and chief executive officer and Enrique Chang is chief investment officer. More than 40 percent of American Century Investments’ profits support research to help find cures for genetically-based diseases including cancer, diabetes and dementia.

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BNY Mellon Asset Management
An All-in-One Resource for Today's Professionals in Retirement and Insurance

BNY Mellon Asset Management*, a global investment management powerhouse representing over $1 trillion in assets under management, offers a resource designed specifically for financial intermediaries committed to excelling in the retirement and insurance marketplace. Uniting BNY Mellon Asset Management’s investment management capabilities with consultative field support services and essential value-added programs, our Retirement & Sub-Advisory Group delivers lasting and effective solutions for your business. When you select the innovative investment products of BNY Mellon Asset Management, you benefit from the knowledge and support of industry professionals and a valuable and trusted business partner.

*BNY Mellon Asset Management is the umbrella organization for all of BNY Mellon's affiliated investment managers and brokerage firms and is responsible for U.S. and non-U.S. retail, intermediary and institutional distribution of investment management and related services.

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Calamos

Calamos Investments is a diversified asset management firm offering growth, defensive equity, enhanced fixed income, convertible and alternative investment strategies. With roots dating back to 1977, Calamos provides a risk-managed approach to capital appreciation and income-producing strategies for retirement, institutional, high-net-worth and mutual fund investors.

Our long-term investment strategy is based on our philosophy that the markets operate in a way that caters to using several methods of analysis. Our approach combines academic theory and real-world experience to determine the economic enterprise value of a company. Our investment management team can then value all securities within a corporate capital structure.

Above all, we believe that the key to consistent, long-term investment success is achieving an optimal balance between enhancing return and managing risk.

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Columbia Management

Columbia Management is an asset management firm whose strength is the ability to leverage multiple perspectives, different investment styles and the rich experience of our professionals. Our relationships are defined by straight talk, listening and transparency, and driven by one goal: to uncover and consistently deliver new opportunities for our clients. Columbia Management has a lot of expertise to leverage. Balancing independence with a risk-managed approach, we offer:

• Insight based on intensive research
• Disciplined investment processes
• Accountability, which drives our performance

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JP Morgan

JPMorgan is committed to your success in the retirement plan marketplace, offering you proven institutional-quality investments, insightful perspectives on participant behavior and dedicated service and support. Our retirement strategies seek to provide real-world solutions to your plan sponsor clients’ most important challenges— a time-tested way to build your retirement practice. For more information about real retirement solutions from JPMorgan Asset Management, please contact your JPMorgan regional retirement specialist at 877-JPM-IODC (877-576-4632).

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iShares

A new solution has emerged for 401(k) plans: iShares Exchange Traded Funds (ETFs). Increasingly popular with investors, these innovative investment tools have only recently become widely available for advisors to use in 401(k) plans. With their arrival, advisors have a set of tools to construct sound plans for their clients.

iShares is the largest ETF family in the world, with more than 350 funds and over $400 billion assets under management.¹  iShares is owned by BlackRock, a leader in investment management, risk management and advisory services for institutional and retail clients worldwide.

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MFS Investment Management
Experience, strategies, and resources
to support your retirement plan clients

MFS invented the mutual fund in 1924. America’s first fund, Massachusetts Investors Trust, made owning a diversified pool of stocks affordable for everyday investors. With its invention, more people could use the growth of America’s corporations to help fund their dreams of retirement and educating their children.

MFS’ Defined Contribution Investments team understands the critical needs to help your clients choose appropriate investments for their retirement plans.  With 85 years of experience helping investors and institutions pursue their financial goals, MFS is an investment management pioneer. At the same time, we understand retirement markets from top to bottom and realize that our success is largely because of advisors like you.

MFS is a premier global asset manager with investment offices in Boston, London, Mexico City, Singapore, Sydney, and Tokyo.  

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OppenheimerFunds

OppenheimerFunds Retirement Services understands the challenges you face in the retirement plan marketplace and offers solutions to meet them. With our dedication to investment excellence, we bring the breadth and depth of high quality investments necessary for successful plans. We focus extensive resources on the technology, people and products necessary to help plan sponsors meet fiduciary responsibilities and participants work toward a successful retirement.

For more information about our retirement solutions, please contact your OppenheimerFunds Regional Retirement Representative at 1.800.734.5222.

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Pacific Investment Management Company

Pacific Investment Management Company (“PIMCO”) is a leading institutional money manager with $829.4 billion under management as of June 30, 2008. Pacific Life established PIMCO as a subsidiary in 1971 to offer active fixed-income management of separate accounts to employee benefit plans, endowments and foundations. Initially, the Pacific Life and PIMCO investment staffs were integrated. By 1982, however, PIMCO functioned autonomously on every level and operated in separate facilities.

Throughout its history, the firm's growth has been driven principally by client demand and market opportunities. The firm’s structure and substantial resources provide unparalleled access to, and clout in, fixed-income markets around the world.

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Pacific Life, Annuities & Mutual Funds

Founded in 1868, Pacific Life provides life insurance products, annuities and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as clients and is a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities.

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Paradigm Capital Management
Uncovering market inefficiency
through fundamental research.

Paradigm Funds give fee-based advisors and retirement professionals access to investment strategies that are otherwise a well-kept secret outside a small circle of institutional investment consultants.

Paradigm is a boutique investment manager specializing in small-cap, SMid-cap, and all-cap investing. The firm has served institutional investors since 1994, and now offers mutual funds and separately managed accounts to fee-based financial advisors and retirement professionals. Unlike many large fund complexes, Paradigm’s four- and five-star mutual funds offer significant capacity in constrained asset classes. The firm’s institutional background provides the discipline required for the style and market capitalization consistency essential for long-term asset allocation models.

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Parnassus Investments

Founded in 1984 and independently owned, Parnassus Investments believes the most attractive opportunities for investments are companies with good business fundamentals that are temporarily undervalued due to market sentiment. Our investment philosophy combines sound macroeconomic analysis with bottom-up fundamental research to identify attractive investments. Integrated into our fundamental research is an evaluation of companies' workplaces, environmental policies, product quality, corporate governance, and community relations. 

We currently manage six mutual funds for individual and institutional investors ranging from small-cap to large-cap as well as fixed-income, with a combined total of over $3.3 billion in assets under management (as of December 31, 2009).

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Prudential

Prudential Investments offers the expertise of Prudential Financial’s affiliated institutional managers to individuals and retirement plans in a wide range of mutual funds and separate accounts. With access to Prudential’s asset managers, investors in our funds benefit from the same processes, research, risk management, and performance demanded by many of today’s most sophisticated investors. Our success is rooted in a disciplined investment process that has proven itself over decades. It reflects a unique combination of experienced investment talent, intensive in-house research, and sophisticated risk management—all dedicated to delivering superior, long-term performance.

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RidgeWorth

The RidgeWorth network is a collection of institutional asset management boutiques, each with a well-defined, proven approach and all with unwavering commitments to exceptional performance. Through our multiple, style-specific boutiques we offer a wide range of equity, alternative, fixed income and liquidity management investment disciplines in a package that makes the most sense for each client. 

RidgeWorth and its boutiques collectively manage approximately $61.5 billion in assets (as of 9/30/09) and have roots that extend back, in some cases, more than two decades. We primarily serve institutional investors — including for-profit and not-for-profit organizations — and institutional investment consultants and financial intermediaries. 

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