Eagle Fund Distributors, Inc.

Firm Profile

Founded in 1976, Eagle Asset Management was built on the cornerstones of intelligence, experience and conviction. Individual and institutional investors currently entrust $32.4 billion* (as of Sept. 30, 2016) in assets with us and our affiliates. It is the structure of our portfolio-management teams – both equity and fixed income, across market capitalizations and investment styles – that differentiates Eagle and makes us a valued resource to our clients worldwide.

Eagle Family of Funds has a dedicated team that focuses on the Defined Contribution-Investment Only (DCIO) marketplace. Eagle Funds offers high-end boutique products that specialize in asset classes that many consider critical to the average 401(k) participant, focusing on the capacity-constrained or performance-challenged areas of small and mid-growth. In addition, we have niche products in the large growth, large value and foreign large blend asset classes. Our managers seek competitive performance and positive alpha, and employ risk-management policies that generally pursue lower betas and standard deviations: a good fit for any retirement plan.

*Includes Eagle Asset Management, Inc. ($25.6 billion) and wholly owned subsidiary Eagle Boston Investment Management, Inc. ($0.8 billion) as well as Eagle affiliates ClariVest Asset Management, LLC ($4.8 billion) and Cougar Global Investments, LTD ($1.2 billion).

Key Contacts

Jay Natkow, Jay.Natkow@carillontower.com

Website

http://www.eagleasset.com

Primary Markets Served

  • Micro – (< $1 million)
  • Small – ($1 million – $10 million)
  • Mid – ($10 million – $100 million)
  • Large – ($100 million – $250 million)
  • Mega – (>$250 million)

Total AUM ($MM)

As of 6/30/16 – 31,300mm

As of 12/31/15 – 31,200mm

As of 6/30/15 – 31,200mm

Top Funds by DC Assets

Small Cap Growth Fund
Mid Cap Growth Fund

Advisor Support Services

  • External Wholesalers Focused On Advisers
  • External Wholesalers Focused On Institutional
  • Investment Committee Meetings