Sophisticated investment solutions with a personal touch.*
Amalgamated Bank of Chicago offers the best of both worlds in trust investment management: We know our customers and we bring premier partners to the table to best fit our customers’ needs.
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
Our partnership process starts by carefully reviewing the well-known investment manager databases. This multi-part process focuses on screening important characteristics such as firm size, ownership and commitment to the business, as well as a vast number of performance and risk control parameters. Only when a potential partner passes all of these screens do we then begin an intensive interview process with the firm and its principals. In the end, our senior management and Board take an active role in the addition of a new strategic partner to our product offerings.
Quarterly Capital Markets Review
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.