First Mercantile Trust
Memphis, Tennessee
First Mercantile, one of the premier collective investment trust (CIT) record keepers in the United States, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile Trust (FMT) searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange traded funds (ETFs). Also included on the investment platform are Dimensional Advisor Funds (DFA), Lifestyle and Target Date options. First Mercantile acts in a fiduciary capacity with respect to the management of the assets of the collective investment trust. The Advisor Review Committee oversees the entire due diligence process, which includes qualitative and quantitative analysis.
These investment products are distributed through solid relationships with quality investment consultants and third party administrators. First Mercantile offers transparency with a flexible and competitive cost structure. FMT has a national network of seasoned, knowledgeable professionals to provide excellent client service, customer care and support.
Visit the First Mercantile Web site.
RS-15772-01.
Babson Capital Management LLC
Boston and Springfield, Massachusetts
Thomas M. Finke, Chairman and Chief Executive Officer
Clifford Noreen, President
Babson Capital Management LLC is a full-service investment adviser with a highly entrepreneurial approach. The firm creates investment strategies and solutions for institutions and other sophisticated investors - including corporate and public pension plans, endowments and foundations, insurance companies, hedge funds, ultra-high-net-worth individuals, and other capital markets participants.
Babson Capital specializes in creating absolute-return and alternative strategies using fixed income, equity and derivative instruments; structured products such as collateralized debt obligations (CDOs); corporate and real estate financing; and customized investment solutions. As of March 31, 2008, the firm manages more than $105 billion (including subsidiaries).
With operations based in Boston and Springfield, Mass., and Charlotte, N.C., and with regional offices across the U.S. and subsidiaries in London and Tokyo, Babson Capital employs more than 600 people.
Visit the Babson Capital Management LLC Web site.
Baring Asset Management Limited
London, England
David Brennan, Chairman and Chief Executive Officer
Baring Asset Management is an international investment management firm with investment skills, clients and business locations spanning world markets. Baring’s investment competency encompasses developed and emerging market equity, fixed income and multi-asset portfolio management services offered to institutions, retail investors and private individuals. Worldwide clients include public and corporate pension plans, government agencies, financial institutions, charitable organizations, mutual funds and private individuals.
With 101 investment professionals located in the world’s major capital markets, the goal of Baring Asset Management is to create investment solutions tailored to client needs, and to provide best in class client service.
Visit the Baring Asset Management Limited Web site.
C.M. Life Insurance Company and MML Bay State Life Insurance Company
Enfield, Connecticut
Roger W. Crandall, Chairman, President and Chief Executive Officer
These subsidiaries provide variable life insurance and other life insurance and annuity products.
Cornerstone Real Estate Advisers LLC
Hartford, Connecticut
David J. Reilly, President and Chief Executive Officer
Cornerstone Real Estate Advisers, MassMutual’s real estate management and advisory firm, manages real estate assets for insurance companies, public and corporate pension plans, Taft-Hartley plans, endowments and foundations. Strong research and expertise across all major property types, markets, and investment styles play an integral part in the organization’s success.
Visit the Cornerstone Real Estate Advisers LLC Web site.
MassMutual Asset Finance LLC
Foxborough, Massachusetts
David J. Coutu, President and Chief Executive Officer
MassMutual Asset Finance is an equipment finance company that serves as a funding partner to a select group of national equipment loan and lease originators, specializing in providing capital to investment-grade and near-investment-grade public and private companies. The company was founded in March 2004 as Winmark Equipment Finance, LLC in a joint venture between MassMutual and CrossHarbor Capital Partners, and became known as MassMutual Asset Finance when affiliates of MassMutual purchased CrossHarbor’s interest in Winmark Equipment Finance in May 2007.
MassMutual Asset Finance provides competitive rates on a wide variety of structures and collateral types, financing a broad array of essential-use equipment including transportation, information technology, machinery, corporate aircraft, telecommunications, manufacturing and industrial equipment, construction equipment and other collateral. MassMutual Asset Finance’s management team has funded more than $1 billion in new equipment purchases since inception, financing transactions typically between $5 million and $25 million.
MassMutual International LLC
Springfield, Massachusetts
Elaine A. Sarsynski, Chairman and Chief Executive Officer
Rodney J. Dillman, President
Global operations provide valuable diversification for MassMutual Financial Group. Our global business subsidiary, MassMutual International LLC has expanded over the past decade through the acquisition of several well-established firms and now conducts business in Asia, South America and Europe. Insurance, asset management products, and other financial services are offered through the efforts of almost 17,000 financial professionals and employees. MassMutual International LLC meets the needs of more than 1.9 million clients.
Europe : Europe
Latin America : Chile
The information contained herein and on any Web site which is referenced or linked is not and shall not constitute an offer to sell or a solicitation of an offer to buy any insurance product, security or other financial service or instrument. No foreign company referenced on this page is licensed or authorized to do business in the United States. No insurance product, security or other financial service or instrument is or shall be offered or sold in any jurisdiction in which such offer, solicitation, sale or purchase would be unlawful under the insurance, securities or other laws of such jurisdiction.
MML Investors Services
Springfield, Massachusetts
Michael R. Fanning, Chief Executive Officer
John A. Vaccaro, President
MML Investors Services, a broker-dealer and investment adviser, offers investment products, money management programs and financial planning services that are designed to help its registered representatives and investment advisor representatives meet the complex financial needs of their clients. MML Investors Services provides access to a universe of investment products and services, including mutual funds, managed money programs, securities brokerage services, real estate investment trusts, limited partnerships, variable life and variable annuity products.
MML Investors Services and its registered representatives are dedicated to assisting clients in managing the risks associated with taxes, inflation, market fluctuations and changing economic conditions while providing them with investment opportunities consistent with their tolerance for risk and their financial goals.
Visit the MML Investors Services Web site.
OppenheimerFunds, Inc.
New York, New York
William (Bill) Glavin, Chairman, President and Chief Executive Officer
OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. A leading asset management company, OppenheimerFunds and its controlled affiliates offer a broad range of products and services to individuals, corporations and institutions, including mutual funds, separately managed accounts, institutional-management services, hedge fund products, qualified retirement plans and subadvisory investment-management services. These products are distributed around the world in partnership with the MassMutual Financial Group companies and through other financial services firms.
OppenheimerFunds has over 2,200 employees worldwide including its corporate headquarters in New York City and a Denver-based service operation that has been annually recognized for its outstanding service by National Quality Review and Dalbar, Inc., two of the industry’s top service evaluation firms.
Visit the OppenheimerFunds, Inc. Web site.
The MassMutual Trust Company, FSB
Enfield, Connecticut
Joe Rokowski, President and Chief Operating Officer
The MassMutual Trust Company offers a wide range of personal fiduciary services to clients wishing to implement long-term wealth accumulations and preservation solutions and wealth transfer and estate plans. Among the types of accounts MMTC administers are: estate settlement; trusts under will; successor trusteeships; life insurance trusts; charitable remainder trusts; and revocable investment agency accounts.
The MassMutual Trust Company has reinforced its reputation for superior and responsive service, provided by its team of experienced trust professionals. The Trust Company will continue to provide the highest level of service to our clients requiring personal trust services to put their estate and fiduciary planning strategies into place.
Visit the The MassMutual Trust Company, FSB Web site
