Key Events in Fort Washington's History

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.
2. Fort Washington is named a Best Place to Work in Money Management by Pensions & Investments for the sixth time in seven years.*

2018

1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the fifth time in six years.*
2. June: Fort Washington Chief Economist Nicholas P. Sargen, Ph.D. releases his second book, Investing in the Trump Era: How Economic Policies Impact Financial Markets.
   
3. Fort Washington brings to market three new strategies that are extensions of the firm’s core competencies: Enhanced Dividend Equity, Flexible Income, and Opportunistic High Yield. With existing track records and tenured professionals, Fort Washington hopes these new offerings will provide solutions for income-oriented investors.

2017

1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the second year in a row (and fourth time total).*
2. 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 teams from Sentinel to sub-advise the newly formed Touchstone Small Company and Touchstone International Equity Funds. New office locations open in Albany, New York, and San Francisco, California.
3. Mid-October: Focused Equity strategy celebrates its 10-year anniversary.

2016

1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the third time in four years.*
2. October: Fort Washington Chief Economist Nicholas P. Sargen, Ph.D. releases his first book, Global Shocks: An Investment Guide for Turbulent Markets.
   
3. April: After collaborating together at Fort Washington for over 20 years, Roger M. Lanham and Brendan M. White are named Co‐Chief Investment Officers.

2015

1. July: Fort Washington celebrates its 25-year anniversary.
   
2.  

2014

1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments for the second year in a row.*
2. July: Fort Washington’s High Yield Fixed Income Strategy celebrated its 20-year anniversary.

2013

1. December: Fort Washington ranks as a Best Place to Work in Money Management by Pensions & Investments.*
2. October: Fort Washington launches its Large Cap Focused Equity strategy, a large cap version of its all-cap, concentrated strategy, Focused Equity.

2010

2007

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

2003

1. Maribeth S. Rahe and Nicholas P. Sargen, Ph.D. accept the respective roles of President & CEO and Chief Investment Officer of Fort Washington. Rahe and Sargen each bring 45 years of domestic and international financial industry experience to the firm.

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.