Investment Management Solutions

Offering You a More Diversified Portfolio

ABOC’s Trust Investment management team manages over $2 billion in institutional investment offerings with such products as short-term fixed income, short-term/intermediate fixed income, intermediate fixed income, and Core fixed income as well as equity products offering you a more diversified portfolio. Our team continues to research and analyze other expanded offerings to enhance the Bank’s position within the ever-changing investment management climate. All of our initiatives continue to focus on an expansion of core investment management and custodial services provided to our Taft Hartley, Union, Public Fund, and Commercial customers. We continue to build both existing and new relationships through our marketing program and our client servicing group.

Asset Management Services

Our Investment Management services include:

  • Meeting investment management needs of unions, their benefit plans and members
  • A full range of equity and fixed income styles
  • Strong, consistent performance focused on safety and stability of principal
  • Relationships with top-notch sub-advisory partners

Asset Class Capabilities

For quarterly performance updates on Amalgamated Bank of Chicago investment offering, please click the investment product below. For quarterly performance updates on our sub-advisory investment products, please contact Robert Majdecki, Chief Investment Officer, 312-822-3186 or rmajdecki@aboc.com

2023 Investment Product Listing by Asset Class

Fixed Income

Investment Product

Manager
Short Duration Amalgamated Bank of Chicago
Short Intermediate Duration

Amalgamated Bank of Chicago

Intermediate Duration Amalgamated Bank of Chicago
Core Amalgamated Bank of Chicago
High Yield Aristotle Credit Partners
Short Duration High Yield Aristotle Credit Partners
Corporate Bank Loans Aristotle Credit Partners
High Yield/Bank Loan Blend Aristotle Credit Partners
Investment Grade Corporate Aristotle Credit Partners
Intermediate Duration Brown Advisory
Intermediate Duration Aegon Asset Management
Core Goldman Sachs Asset Management
Core Plus Goldman Sachs Asset Management
Intermediate Duration Sawgrass Asset Management
Core Sawgrass Asset Management
High Yield Fixed Income Core Plus Ducenta Squared Asset Management
Equity

Investment Product

Manager
Small Cap Growth

Brown Advisory

Large Cap Value Brown Advisory
Large Cap Growth Chilton Capital Management
Small Cap Dividend Growth Copeland Capital Management
Quantitative Large Cap Growth Goldman Sachs Asset Management
Large Cap Growth Goldman Sachs Asset Management
Mid Cap Growth Goldman Sachs Asset Management
Large Cap Sawgrass Asset Management
Real Estate

Investment Product

Manager
U.S. REIT Strategy Chilton Capital Management

QPAM Services

Amalgamated Bank of Chicago currently acts as a Qualified Professional Asset Manager (QPAM) under ERISA. ABOC has acted as an investment manager and fiduciary for the Taft-Hartley marketplace, helping plan sponsors and their advisors by serving as an independent fiduciary and/or a QPAM with respect to certain transactions on the behalf of institutional investors.

Quarterly Capital Markets Commentary

December 2023 Capital Markets Commentary

By: Robert J. Majdecki, Senior Vice President & Chief Investment Officer

Investments in trust accounts are not FDIC-insured, not bank-guaranteed, not a deposit, have investment risk, and may go down in value.

Learn More

To find out more about our Trust and Investment Services, contact your Investment Officer today.

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