Defined Contribution Solutions
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
|Value Equity Strategies||Fixed Income Strategies|
|U.S. Equity||Non-U.S. Equity||Fixed Income|
|Large Cap Value Equity||Non-U.S. Value Equity||Core Fixed Income|
|Diversified Large Cap Value Equity||Global Value Equity||Core Plus Fixed Income|
|Dividend Focused Value Equity||Intermediate Fixed Income|
|Mid Cap Value Equity||Short Maturity Fixed Income|
|Diversified Small Cap Value Equity||TIPS (Inflation-Protected Securities)|