The Fed’s recent actions have provided a significant boost to risk assets, and credit markets have responded. Investors should review their credit risk exposure considering the favorable environment. We remain overweight high yield, and recently reduced exposure to investment grade to fund an increase in equity exposure. https://lnkd.in/grdzRJy2 #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation
Touchstone Investments
Financial Services
Cincinnati, OH 5,331 followers
Distinctively Active®
About us
What is Distinctively Active? At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active strategies or serves as a complement to passive strategies. That is the power of Distinctively Active. Touchstone Funds are offered nationally through intermediaries including broker-dealers, financial planners, registered investment advisors and institutions by Touchstone Securities, Inc. For more information please call 800.638.8194 or visit www.touchstoneinvestments.com Specialties Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise. Touchstone Securities Inc. is a registered broker-dealer and member FINRA and SIPC
- Website
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http://www.touchstoneinvestments.com
External link for Touchstone Investments
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cincinnati, OH
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Mutual Fund Solutions Sub-Advised by Institutional Money Managers and ETFs Sub-Advised by institutional Money Managers
Locations
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Primary
303 Broadway, Suite 1100
Cincinnati, OH 45202, US
Employees at Touchstone Investments
Updates
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There is no one-size-fits-all approach to designing a successful practice. Therefore, many of the top advisers leverage various KPIs, resources and tools to build custom solutions that support their clients and unique business goals. Divisional Vice President Steve Seid, CFA will join other industry leaders next week on a panel at LPL Financial’s Elevate Conference to outline key value drivers that support differentiated business models and services. The session, titled “Value Drivers for Top Advisory Practices,” will take place on Monday, October 7th at 3:30 pm (CST), Room 335C. We hope to see you there!
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This year’s Ride Cincinnati was an incredible success! Our Touchstone team came together, both in-person and virtually, to support a vital cause, raising funds and awareness for cancer research and care in the Cincinnati community. This year’s event raised a total of over $383k and hosted a record-breaking 669 total riders, uniting the community for a meaningful cause. Thank you to everyone who participated and contributed. Check out below for some highlights from an inspiring and fun day. Blake Moore | Tim Paulin, CFA | Matt Barry, CFA | Michael Broxterman | Michael S. Jones | Joe Dent | Tanner Welch | Bart P. | Nick Sexton | Juan Sebastian Uran Muñoz | Bree Barletto | Sandy McGuire | Shemika F.. | Amy Fisher #RideCincinnati #TouchstoneInvestments
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Our analysis of past rate-cutting cycles suggests that stock investors should welcome this first rate cut. https://lnkd.in/eABZQPTe #Investing #AssetAllocation #Markets #TouchstoneInvestments
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We’ve come a long way from our humble beginnings at 318 Broadway. To celebrate our 30th anniversary, we’re remembering the remarkable moments, leaders and colleagues who have contributed to our growth. We’re grateful for their expertise and dedication and look forward to building on this legacy to shape a successful future together. Swipe through some of our favorite milestones below.
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We are looking forward to attending this year’s Citywire RIA Austin RIA CIO Summit on September 26th and 27th at the Omni Barton Creek Resort. Catch us at the event and hear from Christopher Mathewson, a Partner and Portfolio Manager at our sub-adviser Ares Management Corporation, as he discusses high-yield credit and our Distinctively Active investment approach. #CityWireRIA #DistinctivelyActive
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Touchstone Investments reposted this
Named as one of Barron's best fund families for strong performance, Touchstone Investments challenges asset management norms through their "Distinctly Active" approach. Financial advisors will have the opportunity to learn from this approach firsthand in Las Vegas. We're proud to welcome Touchstone Investments as official partners of Exchange 2025! 🙌 Interested in joining the Touchstone Investments team next March? Explore partnership opportunities today: https://lnkd.in/gX9-FNPh #ExchangeETF #FinancialServices #AssetManagement #AssetManagers
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We are counting down the days until our 2024 Active Management Academy at the University of Notre Dame - Mendoza College of Business! This hands-on opportunity will give financial professionals a glimpse into what being Distinctively Active means to us, while also allowing them to hear from Touchstone’s leaders, sub-advisers and experts in academia to learn more about our unique active management approach. We look forward to welcoming everyone next week.
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Touchstone Investments’ Vice President of Product Management and Head of Capital Markets, Matt Barry, CFA, recently sat down with Rob Rowan on the Compound Insights podcast of the CFA Society New York to discuss his experience transitioning a mutual fund to an active ETF and its impact on the industry. The two dive into strategies and best practices for a smooth transition, including how to assess the right ETFs for your investment goals, manage the process and minimize disruption. Check out the full episode below to learn more about the ever-changing ETF market and where it’s headed. https://lnkd.in/e_TBSAdE #DistinctivelyActive #investing #etfs #mutualfunds #portfoliomanagement
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Our Global Market Strategist, Crit Thomas, CFA, CAIA, appeared on Yahoo Finance Catalysts, sharing some of his thoughts on stocks, rate cuts and key sectors. Some of his key points included: ▪ Market participation is expanding, with expectations for small and mid-cap stocks to improve by 2025, driven by earnings. ▪ Anticipated rate cuts from the Fed are expected to drive broader market participation, which is seen as a positive indicator for stocks. As rate cuts are anticipated to persist and market dynamics evolve, Crit offers perspective on what lies ahead. Watch Crit’s full interview here: https://lnkd.in/ewfFVF2G #LargeCap #RateCuts #Earnings #DistinctivelyActive