Best of the Best 2023

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ASSET MANAGERS Fixed Income

ROCKEFELLER ASSET MANAGEMENT

Rockefeller Asset Management launched a new initiative through our Fixed Income Service Model, designed to provide Rockefeller Global Family Office Private Advisors with broader access to institutional quality fixed income active money management. The goal is to improve advisors understanding, usage, and comfort with fixed income portfolio management. The Fixed Income Service Model also seeks to deliver the added benefit of time capacity to allow Private Advisors focus more of their time on practice management and client engagement. Differentiate Active Management

Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, offers traditional and alternative equity and fixed income strategies across active, multi-factor passive, and thematic approaches driven by a disciplined investment process and a highly collaborative team culture. With over 30 years of experience in global investing and ESG-integrated research, we pair our distinctive worldview and long-term investment horizon with thorough research combining traditional and non-traditional analysis generating insights and outcomes not commonly found in the investment community.

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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