SERVING DC PLANS FOR OVER 15 YEARS

Providing solutions to defined contribution plan sponsors seeking real estate exposure

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2006

DC Practice Established

$5.1B

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DC REC

Co-Founder of Defined Contribution Real Estate Council

Our Core Principles

Ensure fiduciary practices drive how we build and manage solutions

Design strategies that can be modeled in multi-asset-class structures

Provide liquidity while maintaining investment integrity

Design DC-friendly products that work within DC service platforms

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For years, defined benefit participants and high net worth investors have benefited from having access to private real estate in their portfolios. It's an asset class most individual plan participants could not access on their own. Now, through multi-asset solutions in defined contribution plans, that's no longer the case.

Sara Shean, Global Head of Defined Contribution and Portfolio Manager

<p>For years, defined benefit participants and high net worth investors have benefited from having access to private real estate in their portfolios. It's an asset class most individual plan participants could not access on their own. Now, through multi-asset solutions in defined contribution plans, that's no longer the case.</p>

Meet The Team

Sara Shean
Sara Shean

Managing Director, Head of Institutional DC

Institutional Client Group

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Michelle Cabala
Michelle Cabala

Portfolio Manager

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Lauren Wainer
Lauren Wainer

Investment Vice President

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