Fort Washington Investment Advisors

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM1.23944.46917.3563.058
Fort Washington Investment Advisors, Inc.

www.fortwashington.com
303 Broadway, Suite 1200, Cincinnati, OH 45202

Ellie Eggemeier
Senior Marketing Consultatn
ellie.eggemeier@fortwashington.com
513-361-7675

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingYALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalNStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesN
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount35210

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn1612

AUM Summary

3rd Party General Account Public Private Total
Fixed Income0.830.2991.129
Equities0.110.11
Total0.830.4091.239
Firm Public Private Total
Fixed Income47.6490.10847.757
Equities8.9013.88412.785
Total56.553.99260.542
Regions 3P-GA Firm
N America1.23962.013
Europe & UK0.448
APAC0.597
Offshore
Other

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term0.7021.986
Governments & Agencies
Corporates
Municipals, Tax-Preferenced
Municipals, Taxable0.049
Securitized – RMBS
Securitized – All Other1.491
Convertibles
High Yield0.1923.858
Bank/Leveraged Loans0.171
CLOs0.555
Emerging Markets – Sovereigns0.263
Emerging Markets – Corporates
Other0.12839.275
Public Equities 3P-GA Firm
Large Cap7.46
Mid Cap
Small Cap1.179
Global Developed Markets0.149
Emerging Markets
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other0.113
Private Fixed Income 3P-GA Firm
Private Placements – Traditional0.1060.108
Corporate – Middle Market
RE – CMLs
RE – All Other Debt
Infrastructure Debt
Structured
High Yield
Other
Private Equity, Equity Alts 3P-GA Firm
PE / VC0.113.884
RE Equity
Infrastructure Equity
Hedge Funds
Other