In our latest insights piece, we show how and why REITs-contrasting favorably with other sectors across the investment landscape-are well-positioned to provide a safe harbor of comparative stability amid economic turbulence.
Institutional Strategies
Since our founding the Firm’s boutique structure has facilitated specialization of strategies for institutional clients unique needs and outcomes.
Managed Accounts
Our specialized strategies are also available on managed account platforms to accommodate clients’ needs for transparency and customization.
Open-end Funds
As one of the affiliated investment managers within Virtus Investment Partners, our strategies are offered via open-end mutual funds.
Closed-end Funds
In addition to managing institutional products, Duff & Phelps has over two decades experience managing closed-end funds for individual investors.
Featured News and Ideas
Duff & Phelps Investment Management Co., an affiliated manager of Virtus Investment Partners, Inc., today announced that Nicholas Holmes, CFA has been named a portfolio manager on their water strategy. Holmes will serve as managing director, portfolio manager, and senior research analyst.
After three years of double-digit gains, the stock market struggled in 2022, with both the S&P 500 and the MSCI World Index falling double-digits for the year. Investors are anxious to move beyond this year’s inflation and rising interest rates, but we think 2023 will require more patience.
Meeting Investor Needs
Institutional Investors
Our boutique structure is designed to focus resources on our specialized active investment strategies, and to meet the needs of institutional investors for consistent results, pro-active communication, and transparency.
Our approach has benefited the institutional clients we have worked with, which include: public funds, foundations & endowments, corporations, municipalities, multi-employer plans, nuclear decommissioning trusts, and sub-advisory.
Individual Investors
For more than 90 years, Duff & Phelps has been distinguished by in-depth fundamental research. We have built on our pioneering approach to utilities, expanding to offer several specialized active strategies that seek to enhance individual investors outcomes.
Through open-end mutual funds, managed accounts, and closed-end funds, investors may wish to consider our approach as a foundation for their portfolios in today’s complex world.