Our Strategies & Research Team
Our Strategies
The Perrini Cain Group believes in a disciplined, analytical and focused investment process where the client’s interests always come first.
Quality Dividend
This pure-equity strategy invests in quality, primarily US companies offering attractive dividend income and capital appreciation potential. We attempt to maintain a diversified blend of dividend-yielding stocks across multiple US sectors, while adhering to critical and carefully researched risk parameters.
Quality Growth
This portfolio is comprised primarily of common stocks of large U.S. companies that have the potential for above-average earnings growth and are well-established in their respective industries. The portfolio offers the potential for long-term capital appreciation by investing in leading companies in industries we believe are poised for long-term growth. It gives investors a convenient way to invest in "blue chip" growth companies that enjoy strong market positions, season management teams, solid financial conditions, and above-average earnings growth and profitability potential.
Fixed Income Core Plus
Our Fixed Income Core Plus approach seeks to balance preservation of principal with income production, and allows for modest capital appreciation by strategically adapting to changing market environments. We pursue these investment objectives through a two component allocation strategy. The core bond component, the larger of the two, is comprised of individual bonds. The satellite component is implemented using funds selected based on the relative attractiveness of other income producing asset classes.
Global Balanced
The Global Balanced Strategy is largely funds based and offers clients a convenient and cost effective way to participate in a highly diversified, global strategy in equity, fixed income and alternative asset classes. All security selections are screened, research covered and monitored by Baird’s Align platform investment management team.
Baird Recommended Managers
Baird's Recommended Manager program is appropriate for clients who wish to own underlying stocks or bonds and have professional management by a research recommended third party money manager. The managers are selected from the Recommended Managers List, a carefully vetted group of approximately 30 money managers and 60 investment options that meet stringent criteria set by Baird's Asset Manager Research group. The independent money managers utilize Separately Managed Accounts (SMAs) to create an investment portfolio on behalf of the client. The manager has full discretion in making investment decisions on behalf of the client.
Meet Our Research Team
Institutional &
Equities Research
Baird is committed to being a trusted, effective equities partner. Our team delivers industry-leading equities capabilities with a focus on building long-term, high-touch relationships with our clients across the globe.
Fixed Income &
Public Finance
Baird’s team of specialized professionals researches, sells and trades a full range of fixed income securities for institutional investors. Baird has strategically grown our fixed income business, expanding our product expertise and services and broadening our reach both in the United States and abroad to better fit the needs of our clients and institutional investors.
Awards & Recognition
Baird provides acclaimed equity research, sales, trading and corporate access to institutional clients around the world – and our equities expertise and reputation as a great place to work have garnered recognition from a variety of industry resources.