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Investment Management

Help clients weather volatility to maintain their long-term goals.

A Decade of Outperformance

83% of our fixed-income funds outperformed their Morningstar category averages over the trailing 10-year period.1

As of 9/30/24

Institutional Pedigree

Two of the oldest and most respected investment managers in the world serve as our sub-advisers.

Wellington Management

Schroders

Multilayered Risk Management

Oversight at both the fund complex and sub-adviser level monitors risk using both quantitative and qualitative tools.

Market Perspectives

Gain insight on the movements of the market.

Relationship Management

Adapt to new expectations and strengthen your client base.

The Future of Advice

Research on the ever-changing landscape for what clients need, want, and ultimately expect.

Navigate Longevity

Since 2002, our work with the MIT AgeLab has helped uncover what’s changing the future of retirement.

Investor Behavior

Get actionable expert guidance to help you address client motives.

The Applied Insights Team

Translating academic research into practical ideas to incorporate into your practice.

Practice Management

Be more efficient with proven, practical tools.

Increasing Efficiency

Techniques to simplify your strategy and magnify results.

Better Prospecting

Discover unique concepts for finding clients in any environment.

Servicing Clients

Ways to maintain and strengthen your client connections.

Client Conversations

Stay top-of-mind with your clients by regularly sharing these timely articles.

  • Investment Management

    Investment Management

    Help clients weather volatility to maintain their long-term goals.

    A Decade of Outperformance

    83% of our fixed-income funds outperformed their Morningstar category averages over the trailing 10-year period.1

    As of 9/30/24

    Institutional Pedigree

    Two of the oldest and most respected investment managers in the world serve as our sub-advisers.

    Wellington Management

    Schroders

    Multilayered Risk Management

    Oversight at both the fund complex and sub-adviser level monitors risk using both quantitative and qualitative tools.

    Market Perspectives

    Gain insight on the movements of the market.

  • Relationship Management

    Relationship Management

    Adapt to new expectations and strengthen your client base.

    The Future of Advice

    Research on the ever-changing landscape for what clients need, want, and ultimately expect.

    Navigate Longevity

    Since 2002, our work with the MIT AgeLab has helped uncover what’s changing the future of retirement.

    Investor Behavior

    Get actionable expert guidance to help you address client motives.

    The Applied Insights Team

    Translating academic research into practical ideas to incorporate into your practice.

  • Practice Management

    Practice Management

    Be more efficient with proven, practical tools.

    Increasing Efficiency

    Techniques to simplify your strategy and magnify results.

    Better Prospecting

    Discover unique concepts for finding clients in any environment.

    Servicing Clients

    Ways to maintain and strengthen your client connections.

    Client Conversations

    Stay top-of-mind with your clients by regularly sharing these timely articles.

 

1Source: Hartford Funds and Morningstar. As of 9/30/24. For the 1, 5, and 10-year periods, 19 out of 22, 16 out of 19, and 10 out of 12 products outperformed their respective Morningstar category averages. Based on Mutual Fund I-shares and Exchange Traded Funds (“ETFs”). Past performance does not guarantee future results. Only funds with a minimum 1-, 5-, and 10-year history were included in the comparison. Results will vary for other time periods and share classes.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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