Our Family of Companies
western & southern financial group logo
western & southern life logo
columbus life logo
eagle realty group logo
Fabric by Gerber Life
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo

We employ a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our funds. This framework tends to result in funds managed with high conviction via concentrated portfolios and significant differentiation from their respective benchmarks.

About Touchstone's Actively Managed Mutual Funds & ETFs

Touchstone Investments offers a diverse, focused selection of mutual funds and ETFs across asset classes and strategies. Combined with our steadfast dedication to active management, we bring a fresh perspective to portfolio construction. We challenge you to take the time to look through a different lens. You will be surprised how you can truly discover the difference.

Touchstone Investments, a Distinctively Active investment company, is committed to providing investors with access to institutional asset managers who act in a sub-advisory capacity. The Touchstone mutual funds and ETFs are advised by Touchstone Advisors, Inc., a registered investment adviser. Touchstone mutual funds are distributed nationally through intermediaries, including broker-dealers, financial planners and institutions by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Touchstone ETFs are distributed by Foreside Fund Services LLC.

Differentiating With Active Management

Touchstone actively applies a rigorous, multi-faceted and fully integrated process to identify, evaluate and partner with the institutional asset managers who serve as sub-advisers of its mutual funds and ETFs. Intensive evaluation is conducted with respect to these five vital areas of proficiency.

Touchstone’s Proprietary Model

Sub-Advisors Pyramid of QualitiesOrganizational Stability: This step focuses on the sustainability of the firm as well as the specific investment strategy.
Personnel: Touchstone concentrates on qualifications such as education, experience, credentials, structure and compensation of the team.
Investment Discipline: Touchstone looks for companies that demonstrate a consistent and repeatable investment process including evaluating the asset manager’s investment philosophy, selection process, and sell discipline.
Infrastructure: An asset manager’s administrative and operational capacity is key to the accurate and efficient application of a firm’s investment discipline.
Results: Performance results are the capstone of the Touchstone due diligence process.

This meticulous and thorough approach is designed to ensure that we deliver on our commitment of providing access to institutional asset management with the goal of achieving competitive long-term results.

Our Approach to Investing

There are two things that differentiate Touchstone:

  • We hire institutional money managers who are experts in their respective asset class.
  • Selected portfolio managers employ investment strategies that are different from the benchmark.

For equities there is a concept that defines that—active share. In its simplest form active share is a measure of how different a fund is from its benchmark.

Get To Know Touchstone Investments

Touchstone Investments offers a diverse yet focused selection of mutual funds and ETFs actively managed by sub-advisers that meet our standards for active management.

Mutual Funds Overview

Our diverse selection of actively managed mutual funds may help you achieve your goals.
Explore mutual funds

ETFs Overview

Our diverse selection of actively managed ETFs may help you achieve your goals.
Explore ETFs

Sub-Advisers At-A-Glance

Applying a rigorous, multi-faceted due diligence process, we evaluate each portfolio manager based on five broad criteria; each comprised of important components that leads to differentiation.
Meet Our Sub-Adviser Companies

Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Touchstone Funds are distributed by Touchstone Securities, Inc.
A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

©2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, ©2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.