Key Events in Fort Washington's History

2025

1. December: Fort Washington is recognized as a 2025 Best Place to Work in Money Management by Pensions & Investments for the eleventh time.*
   
2. July: The Core Fixed Income strategy celebrates its 20-year anniversary.
3. May: Fort Washington celebrates its 35th anniversary.
   
4. February: Fort Washington parent company, Western & Southern Financial Group, is named to Forbes' list of America's Best Midsize Employers for 2025.
5. January: The Securitized Total Return & Active Corporate Fixed Income strategies celebrate their 20-year anniversaries.
6. January: The Ultra Short Duration Fixed Income strategy celebrates its 30-year anniversary.

2024

1. December: Fort Washington parent company, Western & Southern Financial Group, earns 'Top Employer of Choice' Recognition for second year from the American Opportunity Index (AOI).
2. July: Fort Washington’s High Yield Fixed Income Strategy celebrates its 30-year anniversary.
3. January: Chris Shipley is named Senior Vice President and Co-Chief Investment Officer.

2023

1. October: Fort Washington’s Large Cap Focused Equity Strategy celebrates its 10-year anniversary.
2. July: Fort Washington’s Emerging Markets Debt Strategy celebrates its 10-year anniversary.

2022

1. August: Fort Washington parent company, Western & Southern Financial Group, sponsors the Western & Southern Open (now the Cincinnati Open) tennis tournament for a 20th year.
2. August: Tracey Stofa is named Managing Director & Head of Fort Washington Private Client Group.
3. March: A study by the University of Cincinnati Economics Center shows Fort Washington parent company, Western & Southern Financial Group, supported $27.4 billion of total economic output in the Cincinnati metropolitan statistical area between 2008 and 2022.

2020

1. Fort Washington celebrates its 30th anniversary.
   

2019

1. The inaugural issue from Fort Washington’s CLO platform, Fort Washington CLO 2019-1, closes at $556 million.

2018

1. Fort Washington brings to market two new strategies that are extensions of the firm’s core competencies: Dividend Equity and Strategic Income. With existing track records and tenured professionals, Fort Washington believes these new offerings provide solutions for income-oriented investors.

2017

1. October: Fort Washington affiliate Touchstone Investments acquires certain assets of the Sentinel Funds. In doing so, Fort Washington expands its equity capabilities by retaining the management team from Sentinel to sub-advise the newly formed Touchstone Small Company Equity Fund. A new office location opens in Albany, New York.
2. Mid-October: Focused Equity strategy celebrates its 10-year anniversary.

2016

1. April: Brendan White is named Senior Vice President and Co‐Chief Investment Officer.

2015

1. July: Fort Washington celebrates its 25-year anniversary.
   

2014

1. July: Fort Washington’s High Yield Fixed Income Strategy celebrates its 20-year anniversary.

2013

1. October: Fort Washington launches its Large Cap Focused Equity strategy, a large cap version of its all-cap, concentrated strategy, Focused Equity.

2010

1. Fort Washington celebrates its 20th anniversary.

2007

1. October: Fort Washington launches an all-cap, concentrated strategy, Focused Equity, further expanding its public equity capabilities.

2003

1. Maribeth S. Rahe is named President & CEO of Fort Washington.

1999

1. December: Fort Washington begins to offer third-party private equity funds-of-funds through what is now known as its institutional private equity division, Fort Washington Capital Partners Group (“FW Capital”).
2. October: Fort Washington acquires Countrywide Investments based in Cincinnati, Ohio.

1994

1. July: With particular experience in leveraged credit and multi-sector fixed income portfolios, Fort Washington begins offering its High Yield Fixed Income and Core Fixed Income strategies to external clients.

1990

1. September: The growth of Western & Southern Financial Group has allowed it to attract a critical mass of investment professionals to service its increasing asset base. The organization decides to bring the services of this team to external clients creating Fort Washington Investment Advisors, Inc., a wholly owned subsidiary and registered investment advisor under the Investment Advisers Act of 1940.

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