Experienced managers and specialized mandates

Large institutions like pensions, endowments and banks have traditionally had access to some of the best investment opportunities and money management services. 1290 Funds’® shareholders may have that same advantage. 1290 Funds® provides institutional-quality investment expertise to all types of individual investors, through a thoughtfully designed lineup of mutual funds structured to complement traditional investment strategies.

The investment markets offer individuals the potential to accumulate wealth and help ensure a comfortable retirement. But they offer pitfalls as well. Markets fall in and out of favor. Financial events a world away may impact investments at home. Equitable Investment Management offers access to global financial resources to help you on your investment journey.

Equitable Investment Management:

1290 Funds® is advised by Equitable Investment Management (EIM), a wholly owned subsidiary of Equitable. EIM was established in 1999 to manage investment portfolios and separate accounts. Today EIM:

  • Manages approximately $116.5 billion in assets, placing us among the top 15% of investment companies in the United States*
  • Hires and oversees more than 40 money management firms — some of the largest and most respected in the nation
  • Supervises more than 100 different investment portfolios, including a suite of retail mutual funds
  • Draws on the expertise of over 70 investment professionals, with an average of 15 years of experience in asset management, fund development or operations, and many with critical legal, regulatory or compliance oversight

Investment Company Institute, as of 12/31/2019

Equitable Investment Management screens, selects and oversees the funds

There are literally thousands of money managers and investment funds available in the marketplace today. With Equitable Investment Management, you don’t have to sort through them all to try and find options that are suitable for your risk profile and return needs. Working in conjunction with your financial adviser, our lineup will simplify the complex task of matching the products and investments that will help achieve your objectives.

We seek out qualified money managers in each investment category and approach to help ensure that you have the greatest opportunity for long-term investment success:

  • Only managers with a proven track record. The money managers we select don’t chase fleeting trends, but maintain solid strategies that are consistent and well-defined, with long-term records.
  • Only funds that meet our strict criteria. We submit each fund to a robust analytical process that seeks to ensure it meets our standards and, therefore, your needs.

The Process

What we do
What that means for you
Screening
We review data from independent sources to identify a universe of investment management firms.
You don’t have to spend the time and resources to sort through the universe of investments available.
Evaluation
We perform rigorous analysis of the investment process and performance of each proposed investment manager, doing an extensive review of the personnel and firm, including face-to-face meetings and onsite evaluations.
You won’t get stuck with investment managers who guess at the future or “follow the herd”; instead, each one is selected for their expertise in their field.
Due Diligence & Selection
We select managers and funds that will serve a wide range of client needs.
You can construct a well-diversified portfolio of solid investments, regardless of your individual risk tolerance and goals.
Monitoring
We evaluate all aspects of investment activity, including portfolio construction and performance.
You can feel confident that your investment managers are adhering to their fund’s objectives with discipline, and seeking to produce returns that are commensurate with the risk expended.
Continuing Assessment
We monitor each manager and fund to ensure that they continue to meet standards and practices for performance and style consistent with their investment mandate.
You won’t have to worry about surprises that could negatively affect your portfolio’s performance or diversification.

Power of diversification

Your investment universe

Equitable Investment Management offer investors specialty mutual bonds structured to compliment traditional investment strategies. With our carefully selected lineup of mutual funds, you can tailor a strategy to meet your specific investment goals.

What is your investment goal?

If you need to:
Accumulate Wealth
Preserve Wealth
Tailor an Investment Strategy
Look for funds with this objective:
Capital Appreciation
Income
Total Return (or a combination of both capital appreciation and income)
We have these types of funds available:
U.S. Equity/Specialty/
Sector/International
U.S. Bond/Specialty/
Sector/International
Asset Allocation
< Swipe table for more info >
  • U.S. Equity Funds – Invest in stocks of companies based in the United States.
  • U.S. Bond Funds – Invest in U.S. government bonds and those of U.S. corporations.
  • Specialty or Sector Funds – Invest in a distinct subset of the market or an industry. Specialty or sector fund investments involve a higher degree of risk. Investors should be aware of their risks as described in the prospectus before investing or sending money.
  • Global and International Funds – Offer worldwide equity and fixed-income investing, in both developed and emerging markets. Investments in global and international funds invest outside the U.S, and do involve a higher degree of risk. Investors should be aware of their risks as described in the prospectus before investing or sending money.
  • Asset Allocation Funds – Include a variety of “one-stop” solutions: traditional asset allocation using fixed-income, equity and international portfolios as underlying investments for given levels of risk; portfolios that go beyond traditional allocation to include alternatives like real estate and commodities.
  • Alternatives – Alternative and non-traditional asset classes and strategies may offer investors with any objective a way to expand diversification, potentially lower risk and create the possibility for differentiated returns. Alternative funds typically hold more aggressive non-traditional investments and employ more complex trading strategies. Investors considering alternative funds should be aware of their unique characteristics as described in the prospectus before investing or sending money.
Experienced
investment managers
Specialized
investment mandates
Power
of diversification

1290 Funds® is a registered service marks of Equitable Investment Management Group, LLC.

The 1290 Funds® bring the expertise of the following investment management firms to help individual investors build a well-diversified portfolio.

AXA Investment Managers

  • 1290 High Yield Bond Fund
  • 1290 SmartBeta Equity Fund
More Information

Brandywine Global Investment Management, LLC

  • 1290 Diversified Bond Fund
More Information

DoubleLine® Capital LP

  • 1290 DoubleLine Dynamic Allocation Fund
More Information

GAMCO Asset Management, Inc.

  • 1290 GAMCO Small/Mid Cap Value Fund
More Information