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Why Partner With Us
At Hartford Funds, our benchmark is the investor®. That means putting your clients' interests first and providing you with an investment platform, products and services that help you create confidence that lasts a lifetime.
When you build everything around the investor, you build an asset manager clients can trust.
Built on Expertise
Add the power of independent thinking and research into your clients’ portfolios.
Institutional Pedigree
In-house risk management and systematic-investing expertise are combined with two of the world’s largest investment firms.
Experienced Managers
The portfolio managers for our actively managed strategies average more than 26 years of professional experience.
Global Perspective
Portfolio managers draw on insights from an extensive global network of dedicated specialists.
- Sector specialists
- Industry analysts
- Data scientists
- Macroeconomic strategists
Breadth of Products
Address your clients’ individual needs with our wide spectrum of products.
73% of our fund family—including 83% of our fixed-income funds—outperformed their respective Morningstar category averages over the trailing 10-year period.*
Our approach seeks to deliver more value without additional cost: 82% of our funds have expenses lower than their respective Morningstar peer averages.†
Active-fixed-income, equity, and multi-strategy solutions designed for different investor risk tolerances, preferences, and needs.
Beyond Investments
Go beyond your clients’ financial well-being with forward-thinking resources to help build and strengthen relationships.
Through our long-standing partnership with the MIT AgeLab, we've developed research-based strategies for meeting clients' increasing expectations of financial services and retirement.
Help clients live better as they live longer by anticipating the challenges and opportunities of longevity with these seminars.
Educate clients about the negative consequences of impulse decisions and the importance of focusing on the long term with these seminars.
Practice Management
Build and keep more of your business with practice management tools from leading industry experts.
Best-in-class concepts and strategies for attracting clients in any environment.
Techniques to simplify your strategy and magnify results.
Unique and proven techniques to maintain that special connection with your clients.
-
Built on Expertise
Why Partner With Us
At Hartford Funds, our benchmark is the investor®. That means putting your clients' interests first and providing you with an investment platform, products and services that help you create confidence that lasts a lifetime.
When you build everything around the investor, you build an asset manager clients can trust.
Built on Expertise
Add the power of independent thinking and research into your clients’ portfolios.
Institutional Pedigree
In-house risk management and systematic-investing expertise are combined with two of the world’s largest investment firms.
Experienced Managers
The portfolio managers for our actively managed strategies average more than 26 years of professional experience.
Global Perspective
Portfolio managers draw on insights from an extensive global network of dedicated specialists.
- Sector specialists
- Industry analysts
- Data scientists
- Macroeconomic strategists
-
Breadth of Products
Breadth of Products
Address your clients’ individual needs with our wide spectrum of products.
73% of our fund family—including 83% of our fixed-income funds—outperformed their respective Morningstar category averages over the trailing 10-year period.*
Our approach seeks to deliver more value without additional cost: 82% of our funds have expenses lower than their respective Morningstar peer averages.†
Active-fixed-income, equity, and multi-strategy solutions designed for different investor risk tolerances, preferences, and needs.
-
Beyond Investments
Beyond Investments
Go beyond your clients’ financial well-being with forward-thinking resources to help build and strengthen relationships.
Through our long-standing partnership with the MIT AgeLab, we've developed research-based strategies for meeting clients' increasing expectations of financial services and retirement.
Help clients live better as they live longer by anticipating the challenges and opportunities of longevity with these seminars.
Educate clients about the negative consequences of impulse decisions and the importance of focusing on the long term with these seminars.
-
Practice Management
Practice Management
Build and keep more of your business with practice management tools from leading industry experts.
Best-in-class concepts and strategies for attracting clients in any environment.
Techniques to simplify your strategy and magnify results.
Unique and proven techniques to maintain that special connection with your clients.
* As of 12/31/24. Source: Hartford Funds and Morningstar. Past performance does not guarantee future results. Based on Class I shares and ETFs. Comparison excludes funds-of-funds and funds that do not have a minimum 1-, 5-, and 10-year performance history. Fund Family: For the 1, 5, and 10-year periods, 38 out of 65, 30 out of 51, and 27 out of 37 funds outperformed their respective Morningstar category averages. Fixed-income funds: For the 1, 5, and 10-year periods, 15 out of 22, 15 out of 19, and 10 out of 12 funds outperformed their respective Morningstar category averages. Results will vary for other time periods and share classes.
† As of 12/31/24. Source: Hartford Funds and Morningstar. Based on Class I mutual fund shares and ETFs net expense ratios, which reflect contractual expense reimbursement arrangements. Comparison based on Morningstar fee level-broad category groupings and excludes funds-of-funds.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
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