Lord Abbett Firm Profile - Lord Abbett Passport Portfolios

Transcription

Lord Abbett Firm Profile - Lord Abbett Passport Portfolios
LORD, ABBETT & CO. LLC
Firm Profile
AT A GLANCE
AS OF SEPTEMBER 30, 2016
Independent, privately held firm
56 partners
Assets under management: $135.9 billion*
151 investment professionals with an average
of 17 years of industry experience
* Includes
approximately $1.2 billion for which Lord Abbett provides
investment models to managed account sponsors.
INVESTMENT-LED. INVESTOR-FOCUSED.
OUR FIRM
A singular focus on the management of money since 1929
OUR MISSION
Delivering superior long-term investment performance
and a client experience that exceeds expectations
OUR DIFFERENTIATORS
n Independent Perspective
n Commitment to Active Management
n Intelligent Product Design
ASSETS UNDER MANAGEMENT
$135.9 BILLION IN ASSETS UNDER MANAGEMENT*
Including over $900 million from current and former partners, employees and their families
FIXED INCOME
Fixed Income: $79.1 billion
Short Credit
Government
Core & Core Plus
Inflation Focused
Corporate Credit
Bank Loan
Multi-Sector
Emerging Markets Corporate Debt
Emerging Markets Currency
Long Duration
High Yield
Convertible
Emerging Markets Local Bond
Tax Free: $20.5 billion
Short, Intermediate, & Long
Short Duration High Yield
AMT Free
State Specific
High Yield
MULTI-ASSET CLASS
Equity & Fixed Income: $5.2 billion
Income
Balanced
Growth
Global
EQUITY
U.S. Equity: $29.0 billion
International: $2.1 billion
Large to Micro Value
Large Cap Core
Large to Micro Growth
Dividend Growth
Equity Income
Core Equity
Dividend Income
Small Cap Core
As of 09/30/2016. *Includes $1.2 billion for which Lord Abbett provides investment models to managed account sponsors.
This material is for informational purposes only. It is not intended to be an offer or solicitation with respect to the purchase or sale of any security or
other financial instrument or any investment management services. These materials do not constitute investment advice and should not be used as the
basis for any investment decision.
90 Hudson Street, Jersey City, NJ 07302-3973
n
lordabbett.com
LA-FIRM
(09/16)

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