Market performance was mixed during the quarter as investors navigated macro uncertainties. U.S. large cap growth was up while international, small caps and value lagged. The rally in U.S. growth was ...

AI is the word de jour, promising to make things faster, smarter and more efficient. Many organizations are evaluating and adopting ways to integrate AI into their operations—but this has led to a key ...

For the quarter ended June 30, 2025, the SMA underperformed the Index on a gross- and net-of-fees basis due to favorable stock selection. A 55/45 multi-asset strategy providing exposure to the ...