NISA Enhances Custom Solutions with New Quantitative Equity Strategy for Investors

NISA to Introduce Quantitative Equity Strategy: A Step Forward in Tailored Investment Solutions

In an exciting development for institutional investors, NISA Investment Advisors, LLC, an independent advisory firm recognized for its customized investment strategies, has declared its decision to integrate a new quantitative equity capability into its existing suite of solutions. This significant step reflects NISA's commitment to evolving with market demands while maintaining its strong focus on bespoke investment strategies.

Meeting Market Demands with Enhanced Capability

The introduction of a quantitative equity strategy is a timely response to the surging demand for dynamically managed equity solutions among institutional investors. NISA has been managing customized portfolios for over 30 years, and this expansion signifies a natural progression in its service offerings. The firm currently oversees a diverse range of client portfolios that include investment-grade fixed income, derivative overlays, and an impressive $16+ billion in direct indexing equity strategies.

“We are thrilled to unveil our new quantitative equity strategy, which will allow us to diversify our services without losing sight of our core mission—providing high-quality, customized investment strategies for our clients,” expressed David G. Eichhorn, NISA's CEO and Head of Investment Strategies. He further noted that the addition of an experienced quantitative strategy team will fortify NISA’s long-standing tradition of client-centric focus.

Leadership from Experienced Professionals

The quantitative equity initiative will be spearheaded by Mohan Balachandran, a former NISA alumnus and seasoned quantitative investor. Balachandran’s wealth of experience includes leading the development and launch of the Teacher Retirement System of Texas' Multi-asset Strategies Group. He will be joined by a robust team of professionals comprising Kyle Schmidt, Ryan Leary, Eddie Pluhar, and Peter Ruymgaart, all of whom are transitioning from the TRS.

This team collectively brings a substantial expertise, having previously overseen $16 billion in assets across various quantitative equity and alternative risk portfolios at TRS, with a concentrated focus on generating alpha over a long-term horizon. Their new roles at NISA will position them to leverage their extensive backgrounds while fostering innovation within the firm.

Emphasizing Customization within Growth

NISA's holistic approach integrates research-based methodologies and quantitatively informed principles, ensuring the new equity capability aligns seamlessly with its established investment foundation. The combination of traditional customized services with cutting-edge quantitative solutions will empower institutional investors seeking robust, adaptive strategies in today's fast-paced financial landscape.

The move to enhance its offerings underscores NISA's strategic vision to cater to the increasingly complex needs of asset owners while ensuring high-quality outputs remain uncompromised. As more investors pivot towards data-driven decisions, NISA’s proactive approach positions it to meet these evolving demands effectively.

About NISA Investment Advisors, LLC

Founded and entirely employee-owned, NISA Investment Advisors manages assets for some of the largest institutional investors across the U.S. Based in St. Louis, Missouri, the firm is committed to delivering innovative investment solutions that include investment-grade fixed income, equity investments, and derivatives. As of December 31, 2024, NISA was managing assets totaling $274 billion, alongside an additional $146 billion in derivative notional value. With the launch of its quantitative equity strategy, NISA continues to assert its dedication to quality and customization, paving the way for future growth and success.

For further information, you can visit NISA's official website at www.nisa.com or connect with them on LinkedIn.