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 take a diversified approach that applies the experience of numerous and varied asset managers throughout the industry to offer a full 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. Each portfolio manager must meet the rigorous standards required by our Investor First Process, which includes the following four 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
With a forward-looking approach, we analyze the manager's investment philosophy, portfolio construction process, organizational structure, and other pertinent factors.
Select
Step 3: Investment manager recommendation
Through an objective, evidence-based, and collaborative process, these quantitative and qualitative analyses are combined to form a recommendation that is vetted by our Investment and Investment Risk committees.
Monitor
Step 4: Continuous monitoring
Fund managers are continuously monitored on a daily, weekly, monthly, and quarterly basis for investment performance, adherence to style, compliance with objectives, and other important criteria. Managers not meeting expectations are subject to replacement.
The Investor First℠ 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, Inc. (TCI), member FINRA. TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.
Mutual Fund Prospectus
Our prospectuses and reports help keep investors informed about their investment choices, fund management, objectives, strategies, risks, performance, and fees.
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.
The COVID-19 pandemic has caused substantial market disruption and dislocation around the world including the U.S. During periods of market disruption, which may trigger trading halts, the fund’s exposure to the risks described elsewhere in the prospectus will likely increase. As a result, whether or not the fund invests in securities of issuers located in or with significant exposure to the countries directly affected, the value and liquidity of the fund’s investments may be negatively affected.
Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, Inc. (TCI) member of FINRA.
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