Morgan Cowen | Solutions

Solutions

What We Offer

Experienced Management

Morgan Cowen is an investment company with a singular focus on consistently delivering superior investment performance. Our unwavering pursuit of this goal has established us as a preeminent investment management firm. Today, our firm remains investment centered and guided by a corporate strategy that focuses on maximizing our clients' returns.

Our firm’s client roster includes leading:

These products are offered in an assortment of investment vehicles including separate accounts, collective investment trusts and institutional share class mutual funds.

Diverse Product Line-up

Morgan Cowen offers a broad range of investment products. Our management teams are guided by well-defined, repeatable investment processes and are dedicated to fully invested, active management approaches.

Each team consists of at least two portfolio managers and a dedicated team of investment analysts. This dedicated team structure, with no other claim on our research, allows for more resources and greater speed in arriving at and acting on investment conclusions. We offer strategies within the following asset classes.

OUR INVESTMENT APPROACH

Morgan Cowen investment professionals operate as one team, applying one investment philosophy and process across our core strategies.

We believe that indices are historic and do not reflect future opportunities. Therefore, we are not influenced by the benchmark or our peers, preferring to focus on growing the absolute value of clients’ capital over the long run. These beliefs are reflected in our fundamental quality stock driven approach, and our portfolios have a high active share.

Quality is essentially determined by all internal as well as external factors impacting a business and its long-term prospects. However, we believe that...

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OUR PHILOSOPHY

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COMMITTED TO ESG PRINCIPLES

We have a long-established interest in Environmental, Social and Corporate Governance (ESG) issues. We believe that ESG issues can affect the performance of investment portfolios to varying degrees across...

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INVESTMENT STRATEGIES

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EXPERIENCED MANAGEMENT

Our unwavering pursuit of this goal has established us as a preeminent investment management firm. Today, our firm remains investment centered and guided by a corporate strategy that focuses on maximizing our clients' returns.

Learn More

Diverse Product Line-up

Morgan Cowen offers a broad range of investment products. Our management teams are guided by well-defined, repeatable investment processesand are dedicated to fully invested, active management approaches.

Learn More

Allocation Expert Tool

The Allocation Expert Tool is a proprietary model developed and enhanced internally with assistance from external resources, including a number of leading academicians and other experts. Our AET is a financial simulation tool that we utilize to assist our clients with the asset allocation decision. With this tool, we help our clients understand the expected outcomes...

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Dedicated Client Service

Morgan Cowen manages assets for a diverse group of individual and institutional investors, including public funds, sovereign, corporations, insurance entities, health care organizations, endowments, foundations and retirement plan sponsors. We champion the needs of each of our clients and work to ensure that their expectations are anticipated, confirmed and exceeded.

Proactive

A dedicated client service team works directly with each client to understand their particular objectives and to develop client-specific business models to support them. Our client operations team has the systems and expertise to tailor client reporting in terms of substance and frequency to meet even the most complex client reporting requirements.

Transparent

Providing our clients with the information they need in the format and time frame they require is of the utmost importance to us. In-depth product information is available from dedicated client portfolio managers as well as the investment management team, and client relationship managers maintain a regular dialogue with clients on relevant company, investment and industry issues.

Responsive

Our top priority is satisfying our current clients, not finding the next client. Our client service teams are focused on servicing our existing clients with no other responsibilities competing for their attention.