William Blair offers 25 different mutual funds in strategies ranging from domestic equity to global, international, emerging, fixed income, and multi-asset
Price, performance, rating and rankings information on our Funds
William Blair appreciates your interest in our Funds. This section provides important information to read prior to investing in the Funds, as well as account applications and account access.
This section is for the exclusive use of financial advisors and investment professionals. It provides access to a number of special services for advisors, as well as a wealth of additional in-depth information about our Funds.
Seek to meet a wide variety of investment objectives, from current income to long-term capital appreciation
2015 Dividend & Distributions
Blair Portfolio Manager Stephanie Braming and Economist Olga Bitel discuss
January’s market volatility.
William Blair’s Global Equity team clarifies
what it believes are a series of misperceptions, especially with regard to
China’s economy and policy initiatives.
Learn more about recent market volatility in China
Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives
on today’s changing global marketplace and explored the investment
opportunities in developed and emerging markets at our 2016 Global Market Outlook.
Blair Investment Management has been named a “Best Place to Work” by Pensions & Investments magazine – a
The ability to generate consistent alpha is
essential to survival in the asset-management industry amid increasing
disruption, says William Blair partner and portfolio manager Stephanie Braming.
In a recent Barron’s special report, Todd McClone, co-portfolio manager of the
William Blair emerging markets funds, discusses how to navigate emerging
markets investments in a slowing-growth environment.
Read "Emerging Markets: Opportunities Abound, Even in China"
At William Blair, we consider environmental, social, and corporate governance (ESG) to be one of many considerations that inform our investment decisions.
Learn more about our ESG integration philosophy
companies without local listings in their home markets have not been eligible
for MSCI index inclusion, but effective December 1, 2015, that will change. The
William Blair Global and International Equity team explains why.
Read MSCI Broadens Index Coverage Commentary
topic of liquidity in the fixed-income market has garnered significant
attention from the media, academia, and asset managers. Our fixed-income team authored a paper with their thoughts on the topic.
William Blair has been named to the Chicago Tribune’s top workplaces for the sixth straight year in 2015
Read William Blair Named a Top Workplace by the Chicago Tribune
David Ricci and James Golan, co-portfolio managers of the
William Blair Large Cap Growth Fund, discuss quality growth stocks in an
interview with Wally Forbes.
Read "3 Traditional Quality Growth Stocks with Lots of Upside Potential"
William Blair Emerging Markets Small Cap Growth Fund took the top spot in U.S. News & World Report’s ranking
of Best Mutual Funds in the ‘Diversified Emerging Markets’ category.
Read Best Emerging Markets Fund
Olga Bitel, William Blair economist, sees several reasons to be optimistic about near- to medium-term growth prospects, and shares her views on opportunities for investors in Investment Magazine.
Read Global Economy and Markets in Perspective
Despite short-term risks, Tom Clarke, co-portfolio manager of the William Blair Macro Allocation Fund, tells Bloomberg.com that Russia’s equity market is very attractive long term.
Read Tom Clarke Discusses Russia’s Equity Market
William Blair won three 2015 STAR Awards for its Big Picture communications designed to show advisors the benefits of macro diversification.
Read William Blair Receives Industry Recognition
Target-date funds have become the default investment for many defined-contribution retirement plan participants—but an allocation to macro diversification approaches may be advantageous for managing the risks faced by those participants. We explain why in our latest white paper.
Read Macro Diversification and Target-Date Funds White Paper
The William Blair Emerging Markets Small Cap Growth and William Blair Small-Mid Cap Growth Funds ranked among top-performers in their categories for one-year performance as of September 30, 2015, in the "The Journal Report," the Wall Street Journal's quarterly review of mutual funds.
Learn the Funds' WSJ Category King Rankings
The current bull market in U.S. equities is entering its seventh year, and valuations are near all-time highs, but we see a higher probability of entering a more normalized return environment in which high-quality stocks should outperform.
Learn why high-quality stocks should outperform
Our Global and International Equity team continues to monitor the markets in the wake of near-term volatility, as detailed in our strategy brief.
Read William Blair International Team Strategy Brief
Brian Singer, head of William Blair’s Dynamic Allocation Strategies team and co-portfolio manager of the William Blair Macro Allocation Fund, appeared on “WealthTrack” recently where he discussed why macro investing matters with host Consuelo Mack.
Watch Video: Brian Singer on WealthTrack
William Blair's Dynamic Allocation Strategies team provides a global market and currency update and highlights how the current environment creates a headwind and longer-term opportunities.
Read Macro Allocation Fund August 2015 Market Commentary
August 2015: Concerns about the emerging markets have broadened into worries about the sustainability of global growth.
Read our review of the situation and learn about the portfolio implications.
Tom Clarke, co-portfolio manager of the William Blair Macro Allocation Fund, discusses the benefits of the team’s unique currency management approach with Brian Haskin of DailyAlts.
Watch Video, Part 1: The Team's Unique Approach to Currency Management
Watch Video, Part 2: Volatility and Opportunities
Brian Singer, co-portfolio manager of the William Blair Macro Allocation Fund, discusses why he believes many investors are missing top-down diversification in their portfolios and why currencies provide significant investment opportunities in the coming years in a recent Financial Advisor magazine article, “The Trend Spotters.”
Read "The Trend Spotters"
In an article for Practical Applications, Brian Singer, Head of the Dynamic Allocation Strategies team at William Blair, explains why investment processes need to be designed for a dynamic world.
Read "An Investment Process for a Dynamic World"
Brian Singer, CFA, head of William Blair’s Dynamic Allocation Strategies team, received the 2015 Distinguished Service Award from the CFA Institute.
Read CFA Institute Recognizes Brian Singer
Kiplinger’s Personal Finance cites the William Blair Macro Allocation Fund as one fund that can help protect portfolios during volatile markets.
Kiplinger's "9 Funds for a Rainy Day"
The William Blair International Equity team reviews recent activity in China and explores investment implications.
Listen to China Webinar Replay and Read Summary Paper
Two William Blair funds ranked in the top 20 multi-alternative funds by asset flows as of May 2015, according to Financial Planning: Macro Allocation Fund and Directional Multialternative Fund.
Read Top Multi-Alternative Funds by Flows
William Blair Funds is ranked among “Top Fund Families” by the Mutual Fund Observer based on the number of funds beating their category averages.
Read William Blair Funds Ranked in “Top Fund Families”
William Blair Large Cap Growth Fund’s portfolio managers discuss how they focus on a three- to five-year timeframe, not short-term trends, in identifying structurally advantaged companies in a recent Ticker Magazine Fund Q&A.
Read William Blair Large Cap Growth Fund’s Ticker Magazine Fund Q&A
Mike Balkin, co-portfolio manager, provides his rationale regarding several stock picks in the William Blair Small Cap Growth Fund with TheStreet.
Watch Now: Mike Balkin Talks Small-Cap Stock Picks
Mike Balkin, partner and co-portfolio manager of the William Blair Small Cap Growth Fund, explains why small cap stocks often perform well in a rising interest rate environment on CNBC’s “Closing Bell.”
CNBC "Closing Bell" Interviews Mike Balkin
See how an advisor combines active and passive funds in client portfolios.
Advisor Combines Active + Passive Funds
Please carefully consider the Funds' investment objectives, 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.
William Blair & Company, L.L.C., distributor
As used on this site, William Blair Investment Management, LLC and the investment management division of William Blair & Company, L.L.C. are collectively referred to as "William Blair."
For the convenience of our clients, below we provide links to order execution data and routing information as required by the Securities and Exchange Commission rules and regulations.
NMS Rule 605 - Order Execution Information
William Blair & Company presents this order execution information pursuant to NMS Rule 605. Access our William Blair Rule 605 Data files.
The data that you will find by following the link above will provide you with an indication of the type of execution you will receive for stocks in which William Blair is a market maker. However, please be aware that the majority of the order flow executed by William Blair & Company is not covered by NMS Rule 605 due to special handling requests by customers. The execution results from this order flow will not appear in the data and may differ substantially from the results.
NMS Rule 606 - Order Routing Information
William Blair & Company presents this order routing information pursuant to NMS Rule 606. View William Blair Rule 606 Data (PDF).
William Blair takes into consideration many factors when determining where to route customers' orders. These include opportunities for price improvement, speed of execution, market depth and order size, cost of execution and the reputation of a particular venue. William Blair actively monitors the execution quality provided by the different market makers and exchanges, and routes orders to venues that have provided consistent, high-quality executions over time.
FINRA Rule 4370 requires that members and member firms establish and maintain business continuity and contingency plans relating to an emergency or significant business disruption.
Click to view William Blair & Company's Business Continuity Plan Summary (PDF).
William Blair International, Ltd - Financial Reporting Council's UK Stewardship Code Disclosure
Under Rule 2.2.3R of the Financial Conduct Authority's (FCA) Conduct of Business Sourcebook, William Blair International ("WBI") is required to include a disclosure about the nature of its commitment to the UK Financial Reporting Council's Stewardship Code (the "Code") or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non compliance. We have detailed below the reasons why WBI has chosen not to commit to the Code.
WBI pursues a long only global equity strategy that involves it investing in global equities, including UK equities. The Code is therefore relevant to some aspects of WBI's trading. While WBI generally supports the objectives that underlie the Code, WBI has chosen not to commit to the Code. WBI invests in a variety of asset classes and in a variety of jurisdictions globally. The policies of the WBI in relation to engagement with issuers and their management are determined globally. WBI takes a consistent global approach to engagement with issuers and their management in all of the jurisdictions in which it invests and, consequently, does not consider it appropriate to commit to any particular voluntary code of practice relating to any individual jurisdiction.
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William Blair & Company Privacy and Security Policy
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