MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, May 7, 2025 30 Years, 187 Employees, $107B In AUM The team at a value equity asset manager in Massachusetts are celebrating their pearl anniversary.
"A group of 34 investment professionals founded Boston Partners in 1995," a spokesperson for Boston Partners tells MFWire via email. Robeco USA, part of the Dutch multinational asset manager Robeco Group, bought Boston Partners in 2003, then rebranded as Robeco Investment Management in 2005. Tokyo-based multinational Orix Corporation bought Robeco from Rabobank in 2016 and split the asset manager in two. Robeco's two U.S. fund firms, Harbor Capital Advisors and Boston Partners, then fell under Rotterdam-based Robeco Institutional Asset Management, which is now part of Orix Corporation's Orix Europe. As of March 31, 2025, Boston Partners had $107.3 billion in AUM (including $88.1 billion in U.S. equity strategies, $17.9 billion in global and non-U.S. equity strategies, and $1.1 billion in long-short equity strategies) and 187 employees. (Orix has 34,000 employees worldwide.) Boston Partners has five officers: four (Boston, Los Angeles, New York, and San Francisco) in the U.S. and one (London) overseas. A spokesperson for Boston Partners confirms that the value equity firm now offers more than 20 different strategies, using the firm's Three Circles investment approach. From those strategies, the Boston Partners team powers 10 individual Boston Partners mutual funds, while also subadvising an ETF and five mutual funds for nearby Manulife John Hancock Investments. Boston Partners also offers SMAs and institutional separate accounts. "Boston Partners Trust Company, a wholly owned subsidiary of the firm, currently manages seven distinct CITs," the spokesperson for Boston Partners writes. "We started as a group of individuals committed to a few simple and timeless investment principles," Feeney states. "These principles not only endure but have become even more relevant in an investment world increasingly market by speculative and ephemeral fads that often resemble gambling more than investing." "Today we celebrate a 30-year record of adding investment value for clients and outperforming benchmarks along the way," Feeney adds. "We're proud to report that more than 50 institutional clients have been with us for 20 years or more—some from the very beginning." Printed from: MFWire.com/story.asp?s=69871 Copyright 2025, InvestmentWires, Inc. All Rights Reserved |
