About Us

ABOUT

A family of mutual funds designed for growth, income generation, and diversification.

Our managers seek to deliver consistent results to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.

Clients We Serve
Shareholders
Institutional Investors
Small Businesses
Financial Advisors
Retirement Plans
Registered Investment Advisors
Our Structure

Our Structure

We are a multi-manager investment company consisting of managers who are:

Selective

Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.

Nimble

Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.

Experienced

The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.

Quick Facts

Quick Facts

1
A globally diversified investment company founded in 2001.
2
$10.47 billion in assets under management (as of Mar. 31, 2022).
3
Investment managers with expertise covering fixed-income, multi-asset, and U.S.-equity asset classes.
4
Retail distribution capabilities with financial institutions, brokerage firms, and independent advisors.
5
The infrastructure and support of a large financial institution with more than 150 years of experience.
Our Managers

Meet Our Managers

Our investment managers deliver specialized capabilities that span a wide range of asset classes and strategies.

Fixed Income

Pacific Asset Management LLC is the subadvisor for Pacific Funds Fixed-Income Funds. The portfolio managers specialize in credit investments, applying their depth of experience to identify opportunities and value in multiple areas of the credit markets. They believe in a disciplined investment process that focuses on credit fundamentals for individual security selection. Funds managed by Pacific Asset Management are designed for income and based on experience.

U.S. Equity

Rothschild & Co Asset Management US Inc. (Rothschild & Co) is the subadvisor for Pacific Funds U.S. Equity Funds. Rothschild & Co utilizes a time-tested investment approach that has served institutional investors for decades. Rothschild & Co seeks value through a thoughtful, time-tested process that seeks expectational upside while balancing downside risk protection.

Multi-Asset

Pacific Life Fund Advisors LLC is the manager for Pacific Funds Portfolio Optimization Funds. Pacific Life Fund Advisors relies on three core principles to guide its investment decisions, which include a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.

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This version of the website is specially intended for Institutional Investors only. Institutional Investors include registered investment advisors, defined contribution and defined benefits plans, foundations, endowments, consultants, insurers and trust administrators/ custodians. The content and investment strategies may not be suitable and/or available to all investors. By clicking accept and accessing this website, you represent and warrant that you are authorized under the U.S. federal securities laws and FINRA rules to receive material relating to investments, securities markets and research made available only to institutional investors. You further represent and warrant that you will utilize such materials only for their stated purpose.

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