INSTITUTIONAL-TRUST

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Institutional Trust & Investment Services

A trusted custodian for institutional funds.*

Unions and management alike rely on Amalgamated Bank of Chicago to provide comprehensive, top-tier institutional trust and investment services.

Amalgamated Bank of Chicago offers a wide range of investment management and master custody services to Taft-Hartley and public pension funds.

AmalgaTrust, the Institutional Trust and Investment Services division of Amalgamated Bank of Chicago (ABOC), administers nearly $14 billion in assets, providing a full range of services, including equity and fixed income investment management, custodial, trustee, benefit payment services, and participant-directed investment programs.

As an American-owned union bank, ABOC has long nurtured a special commitment to labor unions, but our trust services also extend to meet the needs of all types of plan sponsors. Our dedication to personal, responsive service and customized solutions, combined with our ability to serve entities of all sizes, means we have just the right trust and investment services for you.

Master Trust & Custody Service

An invaluable core service for plan sponsors, asset managers and consultants:

We use two dedicated trust accounting systems and support groups to deliver service to our clients:

Directed Trustee Services

Amalgamated Bank can offer Directed Trustee Services to an ERISA plan wherein another party is a named fiduciary with responsibilities as to specific aspects of the Trust's administration.

Benefit Payment Services

Cash Management & Sweep

Our system provides the option to automatically sweep your funds' available cash balances on a daily basis into one of a variety of investment vehicles. High-quality, short-term investment vehicles include:

Fund shares can be redeemed on the same day provided instructions are received by noon Central Standard Time. All dividends are declared daily, paid monthly, and may be reinvested automatically.

NOTE: An investment in any fund is neither insured nor guaranteed by the U.S. Government and there can be no guarantee that a stable $1 share price can be maintained. Neither the market value of any fund's portfolio, nor fund shares, are U.S. Government guaranteed. Mutual funds are subject to investment risk including possible loss of principal. Mutual fund shares are not guaranteed by, are not obligations of, and are not deposits of any bank, nor are they insured by the FDIC.

Proxy Voting Service

Amalgamated Bank of Chicago's Proxy Voting Service specializes in Taft-Hartley funds. Through a strategic partnership with a leader in this highly specialized area of corporate governance, we offer our clients customized proxy voting guidelines to assist the plan trustees in fulfilling their fiduciary duty. Each plan's proxies can be voted according to their specific guidelines or the latest AFL-CIO guidelines.

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.

To find out more about our Trust and Investment Services, contact your banker today. Don't yet have a banker? Click here and let us introduce ourselves.

*INVESTMENTS IN TRUST ACCOUNTS ARE NOT FDIC-INSURED, NOT BANK GUARANTEED, NOT A DEPOSIT, HAVE INVESTMENT RISK AND MAY GO DOWN IN VALUE.