Recognized Industry Leader Touchstone Investments has been named one of Barron's Best Fund Families of 2023, highlighting its strong market reputation and credibility among high-net-worth and institutional investors, which presents opportunities for partnership and co-marketing initiatives.

Active ETF Focus With recent launches of multiple actively managed ETFs such as the Touchstone Climate Transition ETF and Touchstone Securitized Income ETF, Touchstone demonstrates a commitment to innovative, thematic investment strategies, ideal for sales efforts targeting clients interested in ESG and dynamic fixed income products.

Expanding Product Suite The development of a comprehensive product portfolio, including managed ETFs and multi-sector bond strategies, indicates a proactive approach to diversifying offerings and capturing market share in the active investment and ETF segments, providing many cross-sell potential.

Robust Market Growth Operating within the competitive financial services industry with annual revenues between $100M and $250M, and a focus on institutional and intermediary channels, Touchstone presents an attractive target for business development efforts aimed at expanding distribution and increasing client engagement.

Strategic Innovation Touchstone’s emphasis on the Distinctively Active approach and partnerships with specialized asset managers positions it well to attract clients seeking actively managed, differentiated strategies, especially those aligned with sustainable and climate-focused investing trends, enabling tailored sales propositions.