Touchstone Investments engages 15 investment managers to sub-advise its 28 mutual funds and seven exchange-traded funds (ETFs). During 2024, Touchstone laid the groundwork to launch three additional ETFs during the first quarter of 2025.
In conducting due diligence to identify and monitor its investment managers, Touchstone has developed a proprietary and rigorous set of standards evaluating organizational stability, investment personnel credentials, investment process characteristics and consistency, firm infrastructure and performance results while integrating ESG-specific questions that are incorporated into requests for information.
The responses to the questions and the interactions they inspire are integral elements of Touchstone’s asset manager evaluation discipline.