We expect #ETF share classes to expand investors’ options to meet their unique financial needs and investment goals. Our Senior Vice President of Investment Research & Product Management, Tim Paulin, CFA, recently shared how this vehicle may help investors navigate from one wrapper to another, rather than moving their money to a different investment. Learn more in Citywire: https://lnkd.in/exAXZ8pv
Touchstone Investments
Financial Services
Cincinnati, OH 5,245 followers
Distinctively Active®
About us
What is Distinctively Active? At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active strategies or serves as a complement to passive strategies. That is the power of Distinctively Active. Touchstone Funds are offered nationally through intermediaries including broker-dealers, financial planners, registered investment advisors and institutions by Touchstone Securities, Inc. For more information please call 800.638.8194 or visit www.touchstoneinvestments.com Specialties Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise. Touchstone Securities Inc. is a registered broker-dealer and member FINRA and SIPC
- Website
-
http://www.touchstoneinvestments.com
External link for Touchstone Investments
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cincinnati, OH
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Mutual Fund Solutions Sub-Advised by Institutional Money Managers and ETFs Sub-Advised by institutional Money Managers
Locations
-
Primary
303 Broadway, Suite 1100
Cincinnati, OH 45202, US
Employees at Touchstone Investments
Updates
-
Inflation eased slightly in June, though price levels are still above the Fed’s 2% annual target. Senior Fixed Income Strategist Erik Aarts, CIMA® believes that a rate cut could happen at the Fed’s September and December meetings, but notes that “anything more than an incremental cut means something has changed” in the economic outlook. Read more about the upcoming forecast in U.S. News & World Report: https://lnkd.in/eVNy5THz.
-
-
The Bloomberg Aggregate Bond Index has experienced gains for three consecutive months as investors shift to high-quality bonds amid slowing inflation, a softening economy, and the anticipation of rate cuts. The benchmark has risen 5.1% over the past 12 months. https://lnkd.in/grdzRJy2 #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation
-
-
In response to weak economic data released in early August we trimmed our exposure to large cap growth stocks, shifting instead to international developed equities. https://lnkd.in/gvuW9XXy #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation
-
-
Touchstone’s Practice Analysis Review (PAR) Program helps financial professionals strategically grow and optimize their businesses. Senior Vice President and Head of Distribution Mary Mock recently penned an article in Life & Health Advisor that outlines the power of PAR and how it can help prepare for the unexpected. Read below. #DistinctivelyActive #FinancialProfessionals #PracticeManagement
Practice analysis review, or PAR, as we refer to it at Touchstone Investments, can help financial professionals prepare for the unexpected. I recently penned an article in Life & Health Advisor where I outline three scenarios in which PAR can help create efficiencies, foster strategic growth and transition businesses. Read more below. https://lnkd.in/eCwrAhKc
-
-
Small caps have been on a tear. Is it time to load up? We already have significant exposure through our strategic allocation, but with increased confidence in 2025 earnings, we could be tactically adding more. https://lnkd.in/eABZQPTe #Investing #AssetAllocation #Markets #TouchstoneInvestments
-
-
We recently hosted our National Sales Meeting for Summer 2024, which brought together our talented group to fine-tune skills, exchange insights and participate in team-building activities. It was a pleasure creating a space where firmwide collaboration can come to life – and it was enjoyed by all, whether in the boardroom or on the golf course. Thanks to all who joined us! Swipe below for a behind-the-scenes look at the festivities⬇️
-
-
-
-
-
+1
-
-
Remaining innovative and adaptive in our investment strategy contributes to our #DistinctivelyActive approach. Los Angeles Capital Management LLC (LACM) pairs forward-looking fundamental equity management with proprietary quantitative Dynamic Alpha Stock Selection Model® to construct equity portfolios. LACM’s ability to adapt to ever-changing market conditions makes it a trusted partner in managing our Touchstone Dynamic International ETF (TDI). Learn more about our partnership: https://lnkd.in/e6hXFKFy Matt Barry, CFA Glenn S. Granz, CFA, CFP® #ETF #Markets
-
-
Touchstone’s Michael S. Jones and Sam Ruiz presented The Art of Interviewing, a comprehensive session that discussed best practices for preparing, executing, and following up on interviews. They provided interns with valuable strategies and insights to help them stand out from other candidates in a competitive job market. They also introduced the personal value proposition concept. When starting interviews with a powerful 30-second pitch, the individual can showcase key attributes and relevant experience while demonstrating suitability and enthusiasm for the role. #FinancialServices #CareerDevelopment #ProfessionalGrowth
-
-
Introducing the Touchstone Large Cap Focused Fund Sub-advised by Fort Washington Investment Advisors, Inc., the fund primarily invests in equity securities with market capitalization above $5 billion at the time of purchase. Fort Washington’s #DistinctivelyActive approach to managing the fund is centered on linking valuations with barriers to entry, seeking to invest in businesses that are trading below what’s believed to be the estimate of the companies’ intrinsic value. Learn more about the Large Cap Focused Fund here: https://lnkd.in/e3gHf3Cu #MutualFund #LargeCap