Lord Abbett seeks to produce competitive long-term returns for clients through active, disciplined portfolio management. We believe that creating an information advantage, through quantitative and qualitative internal research, is the key to producing the opportunity for outstanding performance. We strive to construct portfolios with optimal risk/return profiles. Our long history is a tribute to the quality of our investment organization and the value we bring to our clients.
Key Characteristics
We believe that Lord Abbett possesses certain key characteristics that are important ingredients in building a successful investment management relationship, including:
Organizational Stability
Founded in 1929, Lord Abbett has carefully managed change and transition during its history. We strongly believe that a sound and stable organization is essential to providing our clients with superior investment disciplines, and we have paid close attention to building an organization that reflects this understanding. Our dedication to accountability, involvement, and performance runs deeply throughout our firm and characterizes the way we manage both ourselves and our clients' money. This continuity of culture and organizational philosophy provides a strong platform upon which to build and implement our investment approaches.
Quality and Stability of our Investment Professionals
Lord Abbett has historically attracted and retained highly talented and experienced investment professionals. Our investment staff includes both individuals with long tenures at Lord Abbett as well as individuals who have joined us in more recent years. This combination provides continuity in our investment approaches while allowing the dissemination of new ideas and fresh perspectives. Lord Abbetts entrepreneurial culture, incentive compensation system, and resources supporting the investment process are important factors in maintaining a highly dedicated and committed investment organization.
Dedication to Internal Research
Throughout its history, and reflected in all of its investment offerings, Lord Abbett has demonstrated a strong commitment to internal fundamental and quantitative research. Believing that it is essential to conduct ones own research rather than rely on street sources, Lord Abbett has directed significant resources to building internal research capabilities that support both our equity and fixed-income products. We continually work to improve our fundamental research through the utilization of quantitative tools that help to focus our analysts on those companies that reflect the most favorable investment potential.
Risk Management
Our focus on risk management, at both a product and firm-wide level, is a competitive advantage for Lord Abbett. In seeking to improve our portfolio risk management capabilities, we developed a team of quantitative research analysts in recent years whose ultimate goal is to assist Lord Abbetts portfolio management teams in meeting clients expectations of superior, risk-adjusted, long-term performance against stated benchmarks, while remaining true to our style.
Lord Abbett offers Institutional clients a broad array of investment capabilities across both equity and fixed- income strategies within separate accounts, subadvised accounts, commingled accounts, and mutual fund vehicles.
Our client base is active in virtually all capital markets - large, mid, smid, small, and micro cap equities, domestic and international as well as corporate, mortgage-backed securities, foreign bonds and currencies, municipal, convertibles, high yield, bank loans, and other fixed-income securities.
Our institutional clients include:
- Corporations
- Public funds
- Foundations and endowments
- Unions
- Insurance companies
- Religious and healthcare organizations
- Individuals
- Family trusts
- A broad range of subadvisory insurance and corporate relationships
We have managed institutional assets since 1976, and offer a long-term perspective on the issues facing institutions, as well as investment solutions to help them meet their fiduciary obligations.
Click on the links below to access and print product descriptions and profiles for our entire institutional lineup. Our detailed product profiles provide information about investment approach, process, and strategy, portfolio management teams, as well as performance, top ten holdings, and market outlook.
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Institutional Product Profiles
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Domestic Equity
International & Global Equity
Taxable Fixed Income
Tax Free Fixed Income
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Click on the links for more information on Lord Abbett Series Funds and Lord Abbett Mutual Funds.
Product Profiles
Access product descriptions and profiles for our entire Institutional lineup.
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Resources
Lord Abbett Review
The Review showcases the intellectual capital of the firm, including investment insights, market reviews and analyses, and a variety of perspectives on current trends and events affecting financial markets and the economy.
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Special Report on Active Management
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| Does active management still have a vital role in modern portfolios? What part does asset allocation really play in investment returns? Is stock picking still viable in today’s market? This special issue tackles these critical questions, and more. | |
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Autumn 2011
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| The outlook for profit margins, the search for future growth companies, and the probability and consequences of a European default are among the highlighted topics in this issue. | |