Institutional investors
Working with experienced professionals
We support investment advisors and institutions in delivering results for their clients by offering knowledgeable guidance on our investments and exclusive practice management tools. We’re committed to providing innovative strategies at competitive prices, helping our clients build a strong financial future.
Our Investor First process
The Investor FirstSM process is our commitment to make sure your clients have access to investments from some of the best asset managers in the industry.
Analyze
Step 1: Quantitative analysis
We apply quantitative metrics to review strategies delivering competitive returns, style consistency, and sound risk mitigation.
Evaluate
Step 2: Qualitative analysis
We analyze the manager's investment philosophy, portfolio construction process, organizational structure, and other pertinent factors.
Select
Step 3: Investment manager recommendation
Recommendations are based on quantitative and qualitative analyses vetted by our investment and investment risk committees.
Monitor
Step 4: Continuous monitoring
Fund managers are continuously monitored for investment performance, adherence to style and responsible investing framework, as applicable, compliance with objectives, and other important criteria. Managers not meeting expectations are subject to replacement.
The Investor First ProcessSM is our ongoing commitment to making sure your clients have access to the investments they deserve from some of the best asset managers in the industry. This process only applies to funds advised by Transamerica Asset Management, Inc. (TAM) and not to non‐proprietary funds.
We hold our sub-advisers to the highest standards
We believe no single investment firm is the best at managing every asset class. That’s why we take a diversified approach that applies the portfolio management experience of numerous and varied asset managers so we can provide a range of investment strategies and aim for the best possible investment results for your clients.
Aegon Asset Management
Seasoned, cohesive portfolio management team seeking to add value over the investment cycle. The firm uses a global research platform with a dedicated traditional research team covering the entire credit quality spectrum.
*Aegon Asset Management US (Aegon AM US) is the marketing name of the sub-adviser. The legal entity name of the sub-adviser is Aegon USA Investment Management, LLC.
Belle Haven Investments, L.P.
An experienced team of investment professionals dedicated to the municipal bond market. Belle Haven uses a disciplined investment process focused on execution rather than interest rate forecasting or undue credit risk.
ClariVest Asset Management LLC
A majority employee-owned asset management firm with a seasoned, stable team. ClariVest focuses on the interaction between changing company fundamentals and investor sentiment to help deliver excess return.
MetLife Investment Management, LLC
MetLife Investment Management, LLC is a fixed income manager dedicated to the institutional marketplace. Its team of highly experienced investment professionals seek global credit opportunities across credit spectrums.
PineBridge Investments
A private, institutional asset manager focused on active, high conviction investing across emerging and developed markets. PineBridge opportunistically invests in global inflation-protected bonds and inflation-lined credit for enhanced, real return potential.
Ranger Investment Management, L.P.
A research-driven, growth-oriented investment manager specializing in U.S. small- and micro-cap equities. Ranger employs four criteria: improving fundamentals, quality, financial strength, and valuation.
Thompson, Siegel, & Walmsley LLC (TSW)
Established, boutique investment firm that stresses fundamental research and value-oriented investment strategies. TSW focuses on buying businesses at a discount to their intrinsic value and using a diversified portfolio of differentiated ideas to drive returns.
Transamerica Asset Management, Inc. 2025 market outlook
What can investors expect from the markets and U.S. economy in 2025? Read new analysis from Transamerica Asset Management, Inc., CIO Tom Wald.
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Research and institutional consultants
We provide RIAs with resources and support to help their clients live their best lives while pursuing their biggest financial and life goals. Our experienced professionals also focus on providing financial strategies to institutions, consultants, and defined contribution investment-only (DCIO) clients.
866-846-1800
Important information
Transamerica Asset Management, Inc., (TAM) is an SEC-registered investment adviser that provides asset management, fund administration, and shareholder services for institutional and retail clients. The funds advised and sponsored by TAM include Transamerica Funds and Transamerica Series Trust. Transamerica Funds and Transamerica Series Trust are distributed by Transamerica Capital, LLC, member FINRA. TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.
Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, LLC, member of FINRA. Aegon USA Investment Management, LLC is an affiliate of Aegon companies. Transamerica companies are part of the Aegon group.
Transamerica companies and all other entities mentioned herein are not affiliated.