Barrow Hanley's strategies offer compelling investment options for plan sponsors, either as stand-alone mandates or as part of a customized target date allocation.

DC plan sponsors seeking to improve investment options and retirement investor outcomes should consider Barrow Hanley's outstanding qualifications.

Defined Contribution Experience

Barrow Hanley began managing its first defined contribution mandate in 1983, and three decades later, Barrow Hanley is one of the largest value-oriented managers in the country. We currently manage more than $80 billion in value equity and fixed income assets, including assets for DC plans that are managed through daily-valued separate accounts and sub-advised mutual funds.

Consistent Alpha Generation Across All Strategies

Barrow Hanley's active value equity and fixed income strategies have consistently outperformed their respective passive benchmarks since the inception of the firm in 1979. For the performance record of each of our investment strategies, please click on the relevant strategy link below.

Long Performance Track Record and Style Consistency

Barrow Hanley has managed value equity strategies since 1979 and fixed income strategies since 1983. Style consistency is a hallmark of Barrow Hanley's disciplined investment process.

Investment Vehicles and Strategies

To meet plan sponsor needs, Barrow Hanley's value equity and fixed income strategies are available in both separate accounts and sub-advised mutual fund vehicles. DC plans that utilize multiple Barrow Hanley strategies as part of customized target date portfolios can realize substantial fee discounts.

We currently serve as a sub-advisor to more than 45 nationally-recognized mutual funds, including funds in the following strategies for which Barrow Hanley serves as the sole sub-advisor: Touchstone Value Fund: TVLIX 1, Touchstone International Value Fund: FIVIX1, Transamerica Dividend Focused Fund: TDFIX 2, and John Hancock Value Equity Fund: JVEAX3.


Barrow Hanley Strategies Available for DC Plans



Investing involves risk including loss of principal. For more information pertaining to the mutual fund products above, including investment objectives, risks, charges and expenses, obtain a prospectus. Read the prospectus carefully before investing or sending money. Neither this material nor any accompanying oral presentation or remarks by a representative of the distributors is intended to constitute a recommendation of the funds or a determination of suitability for any investor.
1 Touchstone Value Fund and Touchstone International Value Fund are distributed by Touchstone Securities, Inc., which is not affiliated with Barrow, Hanley, Mewhinney & Strauss, LLC or any other affiliate. For more information on these Funds and to obtain a prospectus, please visit TouchstoneInvestments.com or contact Touchstone at 1-800-543-0407.
2 Transamerica Dividend Focused Fund is distributed by Transamerica Capital, Inc., which is not affiliated with Barrow, Hanley, Mewhinney & Strauss, LLC or any other affiliate. To request a copy of the prospectus, please call 1-888-233-4339.
3 John Hancock Value Equity Fund is distributed by John Hancock Funds, LLC, which is not affiliated with Barrow, Hanley, Mewhinney & Strauss, LLC or any other affiliate. For more information on the Fund and to obtain a prospectus, please visit jhinvestments.com or contact John Hancock at 1-800-225-5291.

Call Us Today

Learn more about our defined contribution solutions.

Contact: Robert Barkley
Managing Director, Client Development
Phone: (214) 665-1900

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