CEO Today Global Awards 2025 - USA - - 75 - Founded in 1990, RhumbLine Advisers is a Bostonbased investment firm specializing in managing index-based strategies for institutional investors. With a strong track record of managing $123.2 billion across 59 index-based products for 334 clients in 39 states as of December 31, 2024, RhumbLine provides a wide range of investment solutions tailored to meet the unique needs of institutional clients. Our core purpose is to be the best partner for institutional investing. Our Key to Success RhumbLine has achieved sustained success by: • Providing passive products that align with specific client needs • Consistently adhering to clients’ guidelines • Delivering flexible, personalized client service • Offering a highly competitive fee structure • Privately and employee-owned, focusing on the client’s best interests rather than those of shareholders. Employee-Owned and Majority Women-Owned RhumbLine is 100% employee-owned and is proudly majority women-owned, reflecting a commitment to diversity and empowerment within the firm. Our Name, Our Mission A rhumb line, in nautical terms, represents the most efficient and direct course a sailor takes to avoid hazards on their journey. Similarly, RhumbLine Advisers was founded to help clients navigate the complexities of financial markets with clear, reliable, and effective strategies. Our Strategies RhumbLine offers a wide array of index-based equity and fixed-income strategies, including separately managed accounts and pooled funds, designed for institutional investors. Our team uses advanced portfolio construction techniques and proprietary quantitative analytics to manage passive portfolios that closely track standard indexes. Additionally, we provide customized portfolios using mean-variance optimization that exclude specific companies or themes while still tracking the unrestricted index. Tax-Efficient Management RhumbLine’s expertise extends to managing taxefficient portfolios, including tax-exempt pension, defined contribution, and endowment portfolios. Our quantitative tools allow for the effective minimization of realized gains and the strategic harvesting of gains or losses as needed. Multi-Factor Index Strategies RhumbLine also offers the RhumbLine Advisers Multi-Factor Strategy, an enhanced index product that seeks to deliver returns exceeding those of an index, while maintaining the same risk level and overall characteristics of the index. Commitment to Transparency RhumbLine does not utilize securities lending in any of its commingled index products, ensuring a straightforward and transparent approach to investment management. RhumbLine Advisers continues to be a trusted partner for institutional investors seeking robust, flexible, and high-performing index-based investment strategies. About RhumbLine Advisers www.rhumblineadvisers.com
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