MacGregor

Founded in 1928, Wellington Management Company manages a variety of investments for institutional clients. The company has operations in Boston, Atlanta and Radnor in Pennsylvania, as well as Chicago. It has affiliate offices in London, Singapore, Australia, Tokyo and Hong Kong. Wellington Management Company manages national and international equity, fixed income, currency, commodity and active asset allocation portfolios for institutional clients and mutual fund sponsors in more than 40 countries. The company handles a range of money market and short bond investments, as well as intermediate and market duration and core portfolios. It specializes in microanalysis research services.

PanAgora Asset Management provides institutions worldwide with a wide range of investment management services. The firm manages more than $13 billion in assets for pension plans, endowments, foundations, unions and financial service providers throughout the world. PanAgora also implements research-based strategies ranging from alternative investments to actively managed portfolios that combine behavioral insights with fundamental data to pursue consistent patterns of performance. Its investment process includes forecasting returns, risk control and portfolio construction and implementation. The firm also sponsors the Dr. Richard Crowell Memorial Prize Paper Competition, which is designed to provide a forum for new research in quantitative investing that bridges the gap between theory and practice. Established in 1989, PanAgora is in headquartered in Boston.

Since 1985, Congress Asset Management has maintained a reputation in the investment management community. Currently managing more than $3 billion in assets, the company specializes in diversified portfolios for high-net-worth individuals and institutions, encompassing both equity and fixed-income securities. The company s selection process begins with all securities whose market capitalization is between $500 million and $5 billion. Fundamental analysis is done to select companies who can deliver consistent, above average earnings growth. The company s investment policy committee members are financial professionals with many years of diversified investment experience. Collectively, these committee members advocate an integrated approach toward investing. The combination of expertise and a team decision-making process is designed to reach timely, well-reasoned investment decisions. The company is headquartered in Boston.