Morningstar 2011/2012 - (Page 8)
8
Client Stories
Transamerica Forges Stronger Customer Bonds with Help from Morningstar
One of the first things to come to mind about Transamerica may be the pyramid-like building that defines the San Francisco skyline.
But its influence extends far beyond that tower, all the way across North America and the Atlantic to the Netherlands, where its parent company AEGON N.V. serves 40 million clients in more than 20 countries. Development and distribution. As members of this complex global business, Transamerica Asset Management Group and Transamerica Capital Management belong to a division that contributes about 40% of AEGON’s revenues in the United States and 25% worldwide. While Transamerica Asset Management offers a range of investment products, Transamerica Capital Management markets and sells these investments and other products through broker/dealers, banks, and wirehouses. Morningstar works with both groups—delivering the sales division the tools it needs to communicate the value of its complete offering, while Morningstar’s investment advisory group acts as a subadvisor for Transamerica’s asset management arm. Specialized styles. Transamerica Asset Management Group specializes in multimanager financial products. “No one investment firm is best for all investment styles,” explains John Carter, chief executive officer of Transamerica Asset Management. “By using independent subadvisors, we’re able to access specialized experience to deliver diverse fund products to the institutional retirement plan and retail marketplace.”
Table of Contents for the Digital Edition of Morningstar 2011/2012
Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications
Morningstar 2011/2012
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