A Multi-Management Investment Strategy

ICMA-RC prides itself on its knowledge of the retirement and personal financial needs of local and state government employees.

We believe that in addition to traditional investment approaches, such as diversification, asset allocation, and a long-term perspective, a multi-manager approach and investment style serve investors who are working to build retirement security.

In a multi-managed approach, multiple managers with different but complementary investing approaches are selected and integrated within a single fund in proportions that are expected to optimize return relative to risk. We believe this not only increases diversification but also may improve the consistency of returns over time by eliminating reliance on the results of a single manager.

Your ICMA-RC employer retirement plan generally invests in VantageTrust Funds, some of which invest in mutual funds that use a multi-management approach. Similarly, the VantageTrust PLUS Fund, a stable value fund that seeks to provide both liquidity and capital preservation, has a portion of its assets managed by several subadvisers.

To learn more, contact your ICMA-RC representative or consult Making Sound Investment Decisions: A Retirement Investment Guide, by logging into your account or calling ICMA-RC Investor Services at 800-669-7400.