Touchstone Investments

Touchstone Investments is a distinguished investment firm specializing in actively managed mutual funds and exchange-traded funds (ETFs). Operating under the parent company, Western & Southern Financial Group, Touchstone is headquartered in Cincinnati, Ohio. It has been serving investors since 1994.

The firm's investment philosophy centers around a "Distinctively Active" approach. This emphasizes high-conviction, concentrated portfolios that significantly differ from their respective benchmarks. The strategy aims to provide investors with the potential for superior long-term returns.

Touchstone leverages the expertise of institutional asset managers who serve as sub-advisers for its funds. This structure ensures professional management and disciplined investment decisions.

Investment Offerings

Touchstone offers a diverse selection of mutual funds and ETFs across various asset classes and investment strategies, including:

• U.S. Equity
• International Equity
• Multi-Asset
• Income

The firm's commitment to active management is reflected in its rigorous due diligence process for selecting sub-advisers. Criteria include organizational stability, personnel qualifications, investment discipline, infrastructure, and historical performance.

Practice Management Resources

In addition to investment offerings, Touchstone provides comprehensive practice management resources for financial professionals. These resources include:

• Tools
• Seminars
• Strategies aimed at helping advisors grow and differentiate their practices

This supports enhanced client relationships and business profitability.

Industry Recognition

Touchstone's dedication to active management has earned industry recognition. In 2023, Barron's ranked Touchstone among the top fund families. Rankings included:

• Fifth for one-year returns
• Ninth for five-year returns
• Eleventh for ten-year returns

Location

Touchstone Investments is headquartered in Cincinnati, OH, USA.

Overall, Touchstone Investments offers a range of products and services designed to meet diverse financial goals. The firm is backed by a strong commitment to active management and investor success.