Description: Raymond James Investment Management is a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm.
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Hear from three of our boutique investment teams — Eagle Asset Management, Scout Investments, and Chartwell Investment Partners — as they explore the universe of small- and mid-capitalization companies and the opportunities they offer in a shifting economic environment. This presentation is approved for one hour of CFP ® , CIMA ® , CPWA ® , CIMC ® , and RMA ® CE credit upon viewing the full replay and completing a brief assessment.
For the third consecutive year, the Carillon Family of Funds is named 2023 U.S. Refinitiv Lipper Fund Awards Best Fixed Income Small Fund Family Group, as of 11/30/22.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Small fund family groups are eligible for the award if they have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group