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Rhumbline Advisers
About RhumbLine
 
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What's New
RhumbLine Advisers, a Boston based investment firm, specializes in managing index based strategies for institutional investors. Our strategies include pure index tracking as well as customization to meet client needs.

Founded in 1990, RhumbLine focuses on delivering exceptional client service to accompany its low-cost, passive management. As an employee-owned firm we direct all our attention to providing our clients with the investment performance and responsiveness they expect from their passive manager.

As of 03/31/2014, RhumbLine manages more than $34 billion in equity and fixed income assets for over 170 clients.

 
Our investment team uses modern quantitative tools to manage passive portfolios that closely track any of the standard indexes our institutional investors may choose. We also create customized indexes and portfolios that track those indexes to meet client needs. For many clients we incorporate lists of companies they wish to exclude from portfolios while still tracking an unrestricted index. In addition to managing pension and endowment non-taxable portfolios, these quantitative tools also allow us to effectively manage taxable portfolios. For those portfolios we have the capability to minimize realized gains as well as harvesting gains or losses as needed. Lastly, RhumbLine offers an Enhanced Index product that seeks to deliver returns that exceed an index while maintaining the same overall characteristics and risk level of the index.
 

RhumbLine has moved to:

265 Franklin Street
21st Floor
Boston, MA 02110


(phone and fax numbers are unchanged)