Lord Abbett

Firm Profile

As a firm that is investment-led and investor-focused, Lord Abbett is dedicated to delivering superior long-term investment performance and a client experience that exceeds expectations.

Key Contacts

Stephen Dopp, 201-827-2311, sdopp@lordabbett.com

Bret Contreras, 201-827-2409, bcontreras@lordabbett.com

Website

http://www.lordabbett.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 – $130,298MM

As of 12/31/15 – $125,488MM

As of 6/30/15 – $136,078MM

Total DCIO Assets ($MM)

As of 6/30/16 – $6,816MM

As of 12/31/15 – $7,101MM

As of 6/30/15 – $7,718MM

DCIO Assets Breakdown

Mutual Funds – 100%

Asset Allocation Funds

Four Multi Asset Portfolios, with exposure to mainly credit sensitive fixed income and both domestic and international equities.

Top 5 Funds by DC Assets

Developing Growth Fund $1,593,080,142
Short Duration Income Fund $1,203,893,828
Total Return Fund $659,399,009
Small Cap Value Fund $598,692,009
Value Opportunities Fund $578,245,151

Advisor Support Services

  • External Wholesalers Focused On Advisers
  • External Wholesalers Focused On Institutional
  • Plan Benchmarking
  • Training For DC Plan Sales/Service
  • Investment Committee Meetings