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Leveraging the Expertise of our Institutional Investment Managers for the Benefit of Our Clients
Legg Mason is dedicated to meeting the specialized needs of defined contribution and defined benefit plans, endowments and foundations, corporations, public funds and other institutional investors. We offer a variety of mutual funds, many of which offer multiple share classes to help meet the various needs of our clients.
Legg Mason Funds are managed by Legg Mason affiliates Batterymarch, Brandywine Global, ClearBridge Advisors, Esemplia, Global Currents, Legg Mason Capital Management, Royce and Western Asset. These investment advisers each offer a unique style as well as dedication to achieving competitive performance.
Services for Institutional Clients
Client Services
- Comprehensive client performance and market reviews given by experienced client service executives on a quarterly basis or as needed.
- Quarterly fund communications for plan participants, including fund performance and portfolio manager/market commentary.
- Online access to fund performance, daily prices, fund literature and other information.
Account Services
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A toll-free number and registered shareholder servicing staff to serve as a continuous point of contact for all account services requests. Account Services Representatives may be reached by calling 1-888-425-6432 between 8:30 am and 5:30 pm Eastern Time.
- Trade processing.
- New account set-up.
- Monthly reporting, including performance and account statements.
- Year-end tax reporting for taxable accounts.
- Coordination with plan service providers for account set-ups, contracts and operating procedures.
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