MUTUAL FUNDS

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 First Process

The Investor First 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.

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Quantitative Analysis

We apply quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation.
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Qualitative Analysis

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

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2019 Market Outlook: Making the Climb

Volatility rattled investors late in 2018, but as the calendar turns, it's important to view their concerns through a balanced lens.
Transamerica Asset Management, Inc., CIO Tom Wald, CFA®, looks at what awaits in 2019.

Visit our new 2019 Market Outlook dedicated page.

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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