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PR Newswire·

Transamerica Asset Management Partners to Promote Managed Accounts

  • Transamerica Asset Management (TAM) & Great Lakes Advisors (GLA) have expanded their existing relationship through a new solicitation agreement.
  • The agreement makes GLA's established Large Cap Value strategy available to TAM's advisor network via separately managed accounts (SMAs) & unified managed accounts (UMAs).
  • The partnership leverages GLA's investment strategy & TAM's distribution scale to create growth opportunities for both firms.
  • TAM CEO Marijn Smit stated the extension supports the firm's vision to provide differentiated investment solutions & emphasized the importance of large cap value in diversified portfolios.
  • GLA CEO Tom Kiley highlighted that disciplined large cap value exposure serves as an essential diversifier in a concentrated equity environment.
  • The strategy is accessible through prominent platforms including LPL Financial, Charles Schwab, Morgan Stanley, & Envestnet.
  • TAM is an indirect wholly owned subsidiary of Aegon Ltd., while GLA is a wholly owned subsidiary of Wintrust Financial Corporation.
  • TAM & GLA are not affiliated companies, & investments carry market risk including potential loss of principal.