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  • Touchstone Funds Sub-Advisors

    Access to Experience

    Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise.

    July 2018

  • Analytic Investors LLCAnalytic Investors specializes in the creation and continuous management of optioned equity and optioned debt portfolios for fiduciaries and other long-term investors. The firm serves pension and profit-sharing plans, endowments, foundations, corporate investment portfolios, mutual savings banks and insurance companies. The Los Angeles-based firm was founded in 1970.

    Sub-Advisor of Fund Style BenchmarkTouchstone Dynamic Equity Fund Option Writing S&P 500 Index Citigroup 3-Month U.S. Treasury Bill Index

    Ares Capital Management II LLCAres Capital Managements parent company, Ares Management LP, is a publicly traded global alternative asset manager founded in 1997 and headquartered in Los Angeles, with offices across the United States, Europe and Asia. Three distinct but complementary investment groups have the ability to invest across the capital structure, including credit, real estate and private equity. The firms global strategy seeks relative value opportunities in non-investment grade debt securities through fundamental, bottom-up credit analysis.

    Sub-Advisor of Fund Style BenchmarkTouchstone Credit Opportunities Fund Diversified Income ICE BofA Merrill Lynch 3-Month U.S. Treasury Bill Index

    Barrow, Hanley, Mewhinney & Strauss LLCBarrow, Hanley, Mewhinney & Strauss utilizes traditional methods of stock selection, research and analysis, to invest in companies they believe to be undervalued. Stability of investment team, strict adherence to style and uniformity of process are hallmarks of the firm, with the sole focus being long-only value. The Dallas-based firm was founded in 1979.

    Sub-Advisor of Fund Style BenchmarkTouchstone International Value Fund International Large-Cap Value MSCI EAFE Value Index / MSCI EAFE IndexTouchstone Value Fund Large-Cap Value Russell 1000 Value Index

    ClearArc Capital Inc.ClearArc Capital provides investment strategies designed to meet the evolving needs of institutional clients. Through specialized investment teams that are highly adaptive to todays markets, ClearArc Capital maintains a primary focus on client success.

    Sub-Advisor of Fund Style BenchmarkTouchstone Flexible Income Fund Diversified Income Bloomberg Barclays U.S. Aggregate Bond Index

    Copper Rock Capital Partners LLCCopper Rock Capital Partners provides specialized equity management for pension and profit-sharing plans, institutional investors and mutual funds. The Boston-based firm was founded in 2005.

    Sub-Advisor of Fund Style BenchmarkTouchstone International Small Cap Fund International Small-Cap Growth S&P Developed Ex-U.S. Small Cap IndexTouchstone Emerging Markets Small Cap Fund Emerging Markets Equity MSCI Emerging Markets Small Cap Index

    DSM Capital Partners LLCDSM Capital Partners is an investment management firm that serves individual and institutional investors including endowments and foundations, pension plans, family offices, high net worth individual investors and corporations. The firm specializes in managing concentrated domestic and global growth stock portfolios, and employs proprietary fundamental research, used to identify and model what are believed to be predictable, quality growth companies, complemented by a rigorous valuation discipline used for both buying and selling positions.

    Sub-Advisor of Fund Style BenchmarkTouchstone Large Company Growth Fund Large Cap Growth Russell 1000 Growth Index / S&P 500 IndexTouchstone International Growth Opportunities Fund1 International Large-Cap Growth MSCI All Country World Index ex-U.S. Index MSCI All Country World Index

    EARNEST Partners LLCEARNEST Partners is a fundamental, bottom-up investment manager, overseeing assets for municipalities, states, corporations, endowments, eleemosynary groups and universities. The firms investment objective is to outperform the benchmark while controlling volatility and risk. The Atlanta-based firm was founded in 1998.

    Sub-Advisor of Fund Style BenchmarkTouchstone Impact Bond Fund 2 Investment Grade Bond Bloomberg Barclays U.S. Aggregate Bond Index

    See back for disclosures

    1Formerly the Touchstone Global Growth Fund.2 Formerly the Touchstone Total Return Bond Fund.

    Page 2 of 6

    Touchstone Funds Sub-Advisors

  • Fort Washington Investment Advisors Inc.Fort Washington Investment Advisors provides investment management services to institutions and high net-worth individuals. Founded in 1990, the Cincinnati-based firm utilizes a disciplined process, focusing on fundamental research which is conducted by equity sector specialists and fixed-income industry specialists.

    Sub-Advisor of Fund Style BenchmarkTouchstone Balanced Fund 3 Multi-Asset Growth and Income Bloomberg Barclays U.S. Aggregate Bond Index S&P 500 Index

    Touchstone Focused Fund Multi-Cap Core Russell 3000 Index / S&P 500 Index

    Touchstone Large Cap Focused Fund 4 Large-Cap Core S&P 500 Index

    Touchstone Small Company Fund 5 Small-Cap Growth Russell 2000 Index

    Touchstone International Equity Fund 6 International Equity MSCI EAFE Index

    Touchstone Active Bond Fund Investment Grade Bond Bloomberg Barclays U.S. Aggregate Bond Index

    Touchstone High Yield Fund High Yield Bond ICE BofA ML HY Cash Pay Index

    Touchstone Ohio Tax-Free Bond Fund Ohio Municipal Bond Bloomberg Barclays Municipal Bond Index

    Touchstone Ultra Short Duration Fixed Income Fund Ultra Short Bond ICE BofA ML 3-Month U.S. Treasury Bill Index

    ICE BofA ML 1-Year Treasury Note Index

    LMCG Investments LLCLMCG Investments utilizes a classic value strategy that seeks to acquire solid companies whose stocks are temporarily out-of-favor. Focus is placed on stocks that are believed to offer a high probability of modest outperformance rather than a low probability of high outperformance. The Boston-based firm was founded in 2000.

    Sub-Advisor of Fund Style BenchmarkTouchstone Mid Cap Value Fund Mid-Cap Value Russell Midcap Value Index

    Touchstone Small Cap Value Fund Small-Cap Value Russell 2000 Value Index

    Longfellow Investment Management Co.Longfellow Investment Management provides active domestic fixed income and alternative investment strategies to a diverse institutional client base. Founded in 1986, the Boston-based firm utilizes a disciplined strategy focused on bottom-up, fundamental analysis which seeks to preserve capital and minimize volatility while earning attractive risk-adjusted returns.

    Sub-Advisor of Fund Style BenchmarkTouchstone Arbitrage Fund Merger Arbitrage ICE BofA ML 3-Month U.S. Treasury Bill Index

    Touchstone Merger Arbitrage Fund Merger Arbitrage ICE BofA ML 3-Month U.S. Treasury Bill Index

    Miller/Howard Investments Inc.Miller/Howard Investments provides dividend-focused investment management strategies for institutions and individuals. The firm emphasizes high quality stocks with high yield and strong dividend growth, offering the opportunity for capital appreciation, current income and growth of income. The Woodstock, New York firm has been a registered investment advisor since 1986.

    Sub-Advisor of Fund Style BenchmarkTouchstone Premium Yield Equity Fund Equity Income Russell 3000 Value Index Dow Jones U.S. Select Dividend Index

    Rockefeller & Co. LLCRockefeller & Co. (Rockefeller) is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, non-profits, individuals, trusts and families. Headquartered in New York City, the firm was founded in 1882 by John D. Rockefeller to manage the Rockefeller Familys personal and philanthropic interests. It was incorporated in 1979 and has been a registered investment adviser since 1980.

    Sub-Advisor of Fund Style BenchmarkTouchstone Sustainability and Impact Equity Fund Global Equity MSCI All Country World Index

    3 Formerly known as Sentinel Balanced Fund.4 Formerly known as Sentinel Common Stock Fund.5 Formerly known as Sentinel Small Company Fund.6 Formerly known as Sentinel International Equity Fund.

    Page 3 of 6See back for disclosures

    Touchstone Funds Sub-Advisors

  • See back for disclosures Page 4 of 6See back for disclosures

    Sands Capital Management LLCSands Capital Management exclusively focuses on investing in high-quality growth businesses. The firm manages assets for a wide range of tax-exempt and taxable clients, including institutional pension plans, Taft-Hartley plans, endowments, foundations, families and individuals. The Arlington, Virginia-based firm has been a registered investment advisor since 1992.

    Sub-Advisor of Fund Style BenchmarkTouchstone Sands Capital Emerging Markets Emerging Markets Equity MSCI Emerging Markets Index Growth Fund

    Touchstone Sands Capital Select Growth Fund Large-Cap Growth Russell 1000 Growth Index

    Touchstone Sands Capital Institutional Large-Cap Growth Russell 1000 Growth Index Growth Fund

    The London CompanyThe London Company seeks profitable, financially stable, quality companies that consistently generate free cash flow and high returns on unleveraged operating capital, trade at attractive valuations, and are run by shareholder-oriented management. The Richmond, Virginia-based company was founded in 1994.

    Sub-Advisor of Fund Style BenchmarkTouchstone Large Cap Fund Large-Cap Core Russell 1000 Index

    Touchstone Mid Cap Fund Mid-Cap Core Russell Midcap Index

    Touchstone Small Cap F