Risk Management is Foundational to Our Approach

Measuring risk and return drives our investment decisions

Investment Strategies & Portfolio Management

The foundation of Fort Washington’s investment approach is based on a set of principles explicitly focused on our clients and designed to help ensure the success of each client. We apply fundamentally diligent processes that are repeatable and value driven. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence.

Public Equity Strategies

Dividend Equity

Seeks a high level of current income and long-term growth of capital by investing in dividend-paying, large cap equity securities

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Focused Equity

Places a priority on protecting against the permanent loss of capital while seeking to outperform the Russell 3000 Index over a full market cycle

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International Equity

Seeks to outperform the MSCI EAFE Index over a full market cycle with an emphasis on higher returns on capital, growing revenues, low debt, and attractive valuations

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Large Cap Focused Equity

Places a priority on protecting against the permanent loss of capital and seeks to outperform in various phases of the market cycle

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Small Company Equity

Seeks to outperform the Russell 2000 Index with enhanced downside protection and less volatility over a full market cycle

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Fixed Income Strategies

Active Corporate Fixed Income

Seeks to outperform the Bloomberg Barclays U.S. Credit Index through a relative value orientation, which considers fundamental credit analysis as well as sector, quality, and yield curve placement

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Core Fixed Income

Seeks to outperform the Bloomberg Barclays U.S. Aggregate over a full market cycle by covering the global fixed income universe while tactically adjusting risk exposure within a relative value framework

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Core Plus Fixed Income

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Emerging Markets Debt

Seeks to outperform the JP Morgan EMBI Global Diversified benchmark by 100 to 150 basis points gross of fees on an annualized basis over the course of a market cycle

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High Yield Fixed Income

Seeks to outperform over a full market cycle by protecting principal in periods of market decline while providing a stable base of income across all periods

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Intermediate Fixed Income

Seeks to outperform the Bloomberg Barclays Intermediate Aggregate over a full market cycle by covering the global fixed income universe while tactically adjusting risk exposure within a relative value framework

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Securitized Fixed Income

Emphasizes moderate risk opportunities in non-index sectors; management employs a fundamental, relative-value approach that seeks alpha by strategically allocating between two sources: sector allocation and security selection

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Strategic Income

Seeks a high level of current income with a focus on capital preservation by investing primarily in income producing fixed income securities

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Structured Opportunities

Emphasizes moderate to higher risk opportunities within securitized products; management employs a fundamental, relative-value approach that seeks alpha by strategically allocating between two sources: sector allocation and security selection.

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Ultra Short Duration

Seeks maximum total return consistent with the preservation of capital; interest rate risk is managed by maintaining an effective duration of one year or less under normal market conditions

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Private Equity

As a private equity funds-of-funds manager, FW Capital is active in both the primary and secondary markets. We provide our clients with commingled fund strategies to fit investment needs within the private equity asset class.

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Insurance Solutions

Fort Washington’s roots are in insurance asset management. We are the primary advisor to multiple insurance subsidiaries of our parent company, Western & Southern Financial Group, as well as numerous insurance clients in the life and property & casualty industries.

We offer solutions across a diverse range of market sectors in both fixed income and public equity. Our solutions range from overall broad market portfolio management to yield-enhancing strategies through various sector-specific capabilities.

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Responsible Investing

As a fiduciary asset manager, Fort Washington’s clients are at the forefront of all we do. We believe in repeatable practices that balance risk and return while adhering to the policies and framework set forth by each individual client. In doing so, we support a broad spectrum of Responsible Investing. We encourage, support, and practice an investment philosophy that considers environmental, social, and governance factors in assessing risk and the sustainability of future returns.

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IMPORTANT DISCLOSURES

Frank Russell Company (FRC) is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information pertaining to FRC and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Fort Washington presentation of the Russell Index data. Frank Russell Company is not responsible for the formatting or configuration of this material or for any inaccuracy in Fort Washington's presentation thereof.