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An “Institutional Investor” means any:

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  • investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions);
  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • FINRA member or registered person of such a member; or
  • person acting solely on behalf of any such institutional investor.

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We are joining forces to deliver industry leading investment products and services

Victory Capital to acquire USAA Asset Management Company

Press release
 

News

Victory Capital to Acquire Harvest Volatility Management

September 24, 2018

CLEVELANDSept. 24, 2018 (GLOBE NEWSWIRE) -- Victory Capital (NASDAQ:VCTR) (the “Company”) today announced that it has entered into a definitive purchase agreement to acquire Harvest Volatility Management, LLC (“Harvest”). 

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Insights

The case for investing without borders

October 30, 2018

Home country bias and high correlations among asset classes can limit investors. Is it time to expand horizons to find an active equities manager with a global mandate?

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Featured

2018 Estimated Capital Gains

September 30, 2018

Visit the Mutual Funds Documents page for 2018 Estimated Capital Gains and other fund documents

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