Investor First Process
A commitment to you
Putting the Investor First℠ is more than just our process. It’s our pledge to provide investors with strategies that inspire confidence in their financial future. It means giving them the tools they need to live life on their terms.
Putting the Investor First
No single investment firm is the best at managing every asset class. That's why we diversify, applying the experience of asset managers throughout the industry to offer a range of investment strategies.
This philosophy made us a pioneer in the sub-advised mutual fund industry. Simply put, we know how to select and monitor a diverse array of money managers in order to seek better investment results. Watch the video to see our Investor First Process in detail.
The Investor First methodology
Success doesn’t happen by accident. Portfolio managers must meet the rigorous standards of our Investor First Process, which includes the following steps:
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 FirstSM Process is our ongoing commitment to making sure you have access to the investments you 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.
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 of FINRA. TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.
Mutual fund prospectuses
Our prospectuses and reports help keep investors informed about their investment choices, fund management, objectives, strategies, risks, performance, and fees.
Contact us
Speak to a representative today at 800-851-7555.
Important information
Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.
Mutual funds are sold by prospectus. Before investing, consider the funds' investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus. Please click here, or contact your financial professional to obtain a prospectus or, if available, a summary prospectus containing this information. Please read it carefully before investing.
Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, LLC. member of FINRA.
1801 California St., Suite 5200, Denver, CO 80202.