Bill Harding

JNAM is a manager-of-manager that engages the services of various sub-advisors to manage the investment activities of most of the separate investment portfolios (series) of the JNL Series Trust and the JNL Investors Series Trust, each a registered investment company.

MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment.

Manufactures mozzarella cheese

Functions as a College/University

Functions as a College/University

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.