Putting the Investor FirstSM

No single investment firm is the best at managing every asset class. That's why we take a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give your clients a full range of investment strategies. That's how we put the Investor First.

Our Investor FirstSM Process

The Investor FirstSM Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry.

Graphic for analyzing data

Quantitative Analysis

We apply quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation.
Graphic representing evaluating managers

Qualitative Analysis

With a forward-looking approach, we analyze the manager's investment philosophy, portfolio construction process, organizational structure, and other pertinent factors.
Graphic for making a selection

Investment Manager Recommendation

Through an objective, evidence-based, and collaborative process, these quantitative and qualitative analyses are combined to form a recommendation that is vetted by our Investment and Investment Risk committees.
Graphic representing accountability

Continuous Monitoring

Fund managers are continuously monitored on a daily, weekly, monthly, and quarterly basis for investment performance, adherence to style, compliance with objectives, and other important criteria. Managers not meeting expectations are subject to replacement.

Explore our featured funds

Build your client's portfolio on a solid foundation of core holdings.
It's tax time. Are your clients ready?

Use this guide to help clients identify opportunities to position assets for greater tax efficiency, maximize the use of retirement savings, and understand the impacts of recent tax law changes.

Neither Transamerica nor its agents or representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.

Find the form your client needs

Browse forms or narrow your search with a keyword.
Form Type


As we gaze ahead into 2020, we believe optimism is likely justified for perhaps the most underappreciated of reasons. 

Transamerica Asset Management, Inc., CIO Tom Wald, CFA®, explores the potential for positive returns in 2020 and the uncertainties investors face.  

Visit Where We Stand: Transamerica 2020 Market Outlook’s dedicated page.


Options? Sure, we have plenty.

Call our sales desk at 888-233-4339 to explore a variety of mutual funds designed to pursue a variety of goals.

Contact Sales Desk