Corporate Markets and Sub-Advisory Services
Victory Capital Management® manages over $6.5 billion* in assets for corporate and sub-advisory clients. The majority of these assets are within qualified and nonqualified retirement plans which ultimately benefit corporate employees.
Victory is the asset management company of choice for institutional investors who value working with a firm that adheres to a disciplined, repeatable investment process, which in turn, is supported and executed by an experienced team of investment professionals with a proven track record for producing superior, risk-adjusted performance.
Recent Successes
During the past few years, our team has been pleased to add more than 45 new relationships.
Representative new clients include:
Corporate Pension:
- $300 Million placement: Diversified Equity (Large Core)
- $150 Million Immunized Bond mandate
- $100 Million placement: Diversfieid Equity (Large Core)
Corporate 401(k):
- $125 Million placement: Diversified Equity (Large Core)
- $80 Million placement: Diversified Equity (Large Core)
- Over 50 placements of our Diversified Equity Fund (Large Cap Core) within 401(k) plans in a wide variety of industries
Subadvisory:
- $500 Million mandate: Diversified Equity (Large Core)
- $130 Million mandate: Large Cap Growth Equity
Corporate Assets:
- $250 Million Short Fixed Income mandate for bond proceeds
- $200 Million Municipal Bond mandate for self-insured assets
Presence
Victory works with corporate clients throughout the U.S., Canada and several European countries. Clients are represented in the following industries:
| Accounting & Audit |
Financial Services |
Professional Sports |
| Aerospace |
Food Processing |
Publishing |
| Automotive Manufacturing |
Industrial Manufacturing |
Real Estate Development |
| Automotive Suppliers |
Insurance |
Retail |
| Banking |
Healthcare |
Shipping |
| Biotechnology |
Hospitality |
Software |
| Business Services |
Marine Services |
Steel Processing |
| Chemical Processing |
Medical Devices |
Technology |
| Communications |
Metal Processing |
Telecommunications |
| Defense |
Office Supply |
Transportation |
| Electronics |
Packaging |
Utilities |
| Energy |
Pharmaceuticals |
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Focused Competencies
Victory's investment strategies are delivered primarily though:
- Asset Management for Defined Benefit and 401(k) Plans
- Securities Lending
- Corporate Cash Management (Taxable or Tax-Free)
- Corporate Self-Insurance Trust Management
Sub-Advisory Services
Victory has been successful in managing sub-advisory assets in the United States and overseas. Participation in major industry forums ensures an on-going understanding of this growing and evolving market. Dedicated investment client managers are assigned to each sub-advisory client. Victory's team of professionals works to build customized solutions - from investment management to client support - in order to ensure the success of each relationship.
Why Hire Victory Capital Management?
Victory Capital Management manages assets for institutions and individuals. With over a century of investment management experience, Victory offers clients:
- Disciplined, market-tested investment processes
- CIO's for each strategy focusing on generating alpha and minimizing risk
- Quantitative and qualitative research
- Superior, reliable service delivered by Sales and Client Relationship professionals
- A commitment to hold professionals accountable to meet client expectations and reward performance accordingly
- An environment to attract, develop and retain talented professionals
Corporate Markets Team
The corporate markets team serves clients best when there is a comprehensive understanding of overall investment objectives so services and solutions can be designed to help manage the responsibilities associated with the administration of plans. For more detailed information, please contact one of the following professionals:
Christopher A. Ohmacht, CFA
Senior Managing Director
45 Rockefeller Center
New York, NY 10111
212-903-1203
Christopher_Ohmacht@VictoryConnect.com
Paul G. Pasicznyk
Managing Director
127 Public Square
Cleveland, Ohio 44114
216-689-0956
Paul_G_Pasicznyk@VictoryConnect.com
Mike Thistleton, CFA
Managing Director
560 Hickory Oaks Court
Milton, GA 30004
770-696-4923
Mike_Thistleton@VictoryConnect.com
* As of 06/30/2010.
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