Contributors

Aaron Balsam, CFA

SENIOR ANALYST, DYNAMIC ALLOCATION STRATEGIES TEAM

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Olga_Bitel

Olga Bitel

ECONOMIST

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Stephanie Braming, CFA, Partner

PORTFOLIO MANAGER

RELATED FUNDS: International Growth, International Small Cap Growth

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Thomas_Brennan

Thomas Brennan, CFA

PORTFOLIO SPECIALIST

RELATED FUNDS: Bond, Income, Low Duration

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Thomas_Clarke

Thomas Clarke, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Macro Allocation

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Kyle Concannon, CFA, CAIA

INVESTMENT STRATEGIST, DYNAMIC ALLOCATION STRATEGIES TEAM

RELATED FUNDS: Macro Allocation

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Simon_Fennell

Simon Fennell, Partner

PORTFOLIO MANAGER

RELATED FUNDS: International Leaders, International Growth

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Jim Golan, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Large Cap Growth

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Ross Hambrick, CFA

ANALYST, DYNAMIC ALLOCATION STRATEGIES TEAM

RELATED FUNDS: Macro Allocation

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Ken McAtamney, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Global Leaders, International Leaders

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Matt McLaughlin, CFA, CAIA

PORTFOLIO SPECIALIST

RELATED FUNDS: Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Growth

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Lotta Moberg, Ph.D.

ANALYST, DYNAMIC ALLOCATION STRATEGIES TEAM

RELATED FUNDS: Macro Allocation

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Jack Murphy, CFA, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Emerging Markets Leaders, International Equity

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Neska_Matt

Matthew Neska, CFA

PORTFOLIO SPECIALIST

RELATED FUNDS: Mid Cap Value, Small Cap Value, Small-Mid Cap Value

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Casey_Preyss-166x166

Casey Preyss, CFA, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Emerging Markets Growth, Emerging Markets Small Cap Growth

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David Ricci, CFA, Partner

PORTFOLIO MANAGER

RELATED FUNDS: Large Cap Growth

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Edouard Senechal, CFA, FRM

SENIOR ANALYST, DYNAMIC ALLOCATION STRATEGIES TEAM

RELATED FUNDS: Macro Allocation

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John Simmons, CFA

SENIOR INVESTMENT STRATEGIST, DYNAMIC ALLOCATION STRATEGIES TEAM

RELATED FUNDS: Macro Allocation

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Brian_Singer

Brian Singer, CFA, Partner

HEAD OF THE DYNAMIC ALLOCATION STRATEGIES TEAM, PORTFOLIO MANAGER

RELATED FUNDS: Macro Allocation

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Paul Sularz

PORTFOLIO MANAGER

RELATED FUNDS: Bond, Low Duration

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Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus, which you may obtain by calling +1 800 742 7272. Read it carefully before you invest or send money. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2017 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
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Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus, which you may obtain by calling +1 800 742 7272. Read it carefully before you invest or send money. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2017 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

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