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 ABOC 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
Investment Product Listing by Asset Class
Fixed Income
Investment Product | Manager |
|---|---|
| Short Duration | ABOC |
| Short Intermediate Duration | ABOC |
| Intermediate Duration | ABOC |
| Core | ABOC |
| 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
ABOC 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 2024 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.