Separate Accounts

Progress has managed separate accounts since the early 1990s and continues to build separate account portfolios for some of the largest and most widely recognized pension funds in the country.

Separate accounts are attractive to investors for a variety of reasons, most notably the ability to customize a portfolio across an array of investment styles, strategies and manager characteristics. Separate accounts can be structured as benchmark-centric or benchmark-agnostic portfolios. Currently, Progress offers separate accounts utilizing any one or a combination of the following strategies:

Equities

Domestic Equities (Value, Growth and Core; All Cap, Large, Mid, Smid and Small Cap)
International Equities (Developed, Emerging Markets, Regional, Country Specific)
Global Equities
Active Extension Strategies, e.g., 130/30
Long-Short Equity

Fixed Income

U.S. Core and Core Plus
High Yield
Convertibles
Emerging Market Debt
TIPs (Global, U.S.)
Non-US Fixed Income (U.S. Pay, Foreign Pay)
LDI Strategies, e.g., Active Long Duration
130/30 Fixed Income

For more information on our products, please contact us.