Investment Management Solutions

Offering You a More Diversified Portfolio

ABOC’s Trust Investment management team manages over $2 billion in institutional investment offerings with such products as short-term fixed income, short-term/intermediate fixed income, intermediate fixed income, and Core fixed income as well as equity products offering you a more diversified portfolio. Our team continues to research and analyze other expanded offerings to enhance the Bank’s position within the ever-changing investment management climate. All of our initiatives continue to focus on an expansion of core investment management and custodial services provided to our Taft Hartley, Union, Public Fund, and Commercial customers. We continue to build both existing and new relationships through our marketing program and our client servicing group.

Asset Management Services

Our Investment Management services include:

Meeting investment management needs of unions, their benefit plans and members
A full range of equity and fixed income styles
Strong, consistent performance focused on safety and stability of principal
Relationships with top-notch sub-advisory partners

Asset Class Capabilities

For quarterly performance updates on ABOC investment offering, please click the investment product below. For quarterly performance updates on our sub-advisory investment products, please contact Robert Majdecki, Chief Investment Officer, 312-822-3186 or rmajdecki@aboc.com

2024 Investment Product Listing by Asset Class

Fixed Income
Investment Product	Manager
Short Duration	Amalgamated Bank of Chicago
Short Intermediate Duration	Amalgamated Bank of Chicago
Intermediate Duration	Amalgamated Bank of Chicago
Core	Amalgamated Bank of Chicago
High Yield	Aristotle Credit Partners
Short Duration High Yield	Aristotle Credit Partners
Corporate Bank Loans	Aristotle Credit Partners
High Yield/Bank Loan Blend	Aristotle Credit Partners
Investment Grade Corporate	Aristotle Credit Partners
Intermediate Duration	Brown Advisory
Intermediate Duration	Aegon Asset Management
Core	Goldman Sachs Asset Management
Core Plus	Goldman Sachs Asset Management
Intermediate Duration	Sawgrass Asset Management
Core	Sawgrass Asset Management
High Yield Fixed Income Core Plus	Ducenta Squared Asset Management

Equity
Investment Product	Manager
Small Cap Growth	Brown Advisory
Large Cap Value	Brown Advisory
Large Cap Growth	Chilton Capital Management
Small Cap Dividend Growth	Copeland Capital Management
Quantitative Large Cap Growth	Goldman Sachs Asset Management
Large Cap Growth	Goldman Sachs Asset Management
Mid Cap Growth	Goldman Sachs Asset Management
Large Cap	Sawgrass Asset Management

Real Estate
Investment Product	Manager
U.S. REIT Strategy	Chilton Capital Management

QPAM Services

ABOC currently acts as a Qualified Professional Asset Manager (QPAM) under ERISA. ABOC has acted as an investment manager and fiduciary for the Taft-Hartley marketplace, helping plan sponsors and their advisors by serving as an independent fiduciary and/or a QPAM with respect to certain transactions on the behalf of institutional investors.

Quarterly Capital Markets Commentary

September 2024 Capital Markets Commentary

By: Robert J. Majdecki, Senior Vice President & Chief Investment Officer

Investments in trust accounts are not FDIC-insured, not bank-guaranteed, not a deposit, have investment risk, and may go down in value.