William Blair offers 22 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
Funds 2016 year-end dividends and capital gains distributions are now
View 2016 Distributions
U.S. income inequality has increased significantly since the 1970s after several decades of stability, and there are consequences, including a rise in populism.
Ream More from Olga Bitel
As we pass the eighth year of a bull market, many investors are wondering whether central banks have any tools left with which to intervene should we enter another global recession.
Read More from Brian Singer
The possibility of an end to the FedTrade could result in market volatility, but there are ways to gauge the risk.
Read More from Paul Sularz
Amid fears of persistent U.S. dollar strength, many investors may be questioning the role of non-U.S. exposure within their broader equity allocations. But that may not be the wisest choice, as currency moves are notoriously difficult to predict.
Read More from Blake Pontius
The William Blair Emerging Markets Small Cap Growth Fund was
recognized by Kiplinger’s Personal
Finance in an article highlighting the top-performing mutual funds of 2016.
Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, discussed the key factors driving steady oil prices, whether prices will rise, and if the markets should remain optimistic...
Jim Golan, partner and co-portfolio
manager on William Blair’s Large-Cap Growth team, talked with The Wall Street Transcript about the
Large Cap Growth strategy, market inefficiencies...
In the why stage of our investment process, to understand the influences outside of fundamentals that impact prices of markets and currencies in the short- to medium-term, we borrow from game theory...
Read More from Aaron Balsam
While most Fed watchers are focused on what the policymakers will do with the federal funds rate, a more interesting topic may be the so-called “FedTrade,” which is keeping certain agency mortgage-backed securities’ risk spreads at artificially low levels.
Read More from Paul Sularz
Populism was one of the biggest market influences in 2016, with Brexit and Donald Trump’s election front and center. As we’ve talked about for several years now, populism is a macro theme that affects a number of countries, with broad market and currency implications.
Read More from Tom Clarke
Research into the efficacy of environmental, social, and governance (ESG) factors has expanded in recent years, and this growth has naturally fueled further debate about the merits of sustainable investment from a performance perspective.
Read More from Blake Pontius
Up until the late 1960s forest fires were generally believed to be detrimental for forests and management policies were aimed at suppressing fires as quickly as possible. However, an unintended consequence of these policies was that the fires that did take hold were larger and more destructive.
Read More from Edouard Senechal
Previously, I explained that the inflation we are currently seeing in the U.S. economy is not hyperinflation that many of you may have been thinking about; it is benign, long overdue, and cyclical. But it will most certainly affect the financial markets.
Read More from Olga Bitel
In an interview with Citywire Selector, Todd McClone, portfolio manager on William Blair’s emerging market strategies, explained why emerging market investors should take a close look at Argentina, noting recent changes in the country’s government and policies.
Among the morsels of information the market needs to digest in 2017 are the impact of a Donald Trump presidency on U.S. trade policy, and what Brexit could mean to free trade in Europe.
Read More from Brian Singer
When thinking about recent attacks on the status quo, such as Brexit and Donald Trump’s election, it’s important to understand the continuum of globalization—how it has moved over the years, where we are now, and what it means going forward.
Read More from Olga Bitel
The long-tenured Dynamic Allocation Strategies team, led by Co-Portfolio Managers Brian Singer, CFA and Thomas Clarke, earned the William Blair Macro Allocation Fund’s initial Morningstar Bronze Medal Rating.
Macro Allocation Fund Receives Bronze Medal Rating
Commodities are not an asset for which one can derive a fundamental value, but rather are driven by supply and demand forces. As such, we don't transact directly in commodities, such as oil...
Read More From Brian Singer
As several global investment opportunities get more interesting and key headwinds continue to dissipate, we’ve gradually been increasing risk in the portfolio. And in some cases, we’re going against the market’s conventional wisdom.
Read More From Tom Clarke
The recent rise in populism, which represents a substantial departure from nearly seven decades of globalization, is a key near- and medium-term risk to any outlook.
It’s hard to say that the
Fed is actually in control of interest rates. Ultimately, they have ceded a lot
of control to the market, and market participants are...
Institutional Investor included William Blair as one
of the “Top Global Investment Managers” in its ranking of transaction costs.
Read Transaction Costs Recognized
& Investments has named William Blair Investment
Management a “Best Place to Work in Money Management” for 2016.
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace, as well as the risks and opportunities facing investors in 2017 and beyond, at our Global Market Outlook for 2017.
For the seventh year in a row, the Chicago Tribune named William Blair a top workplace for 2016.
Read Chicago Tribune Names William Blair a Top Workplace
William Blair's Mike Balkin highlighted why he believes the time is right for small caps on CNBC's "Closing Bell."
Watch Mike Balkin's CNBC "Closing Bell" Interview
The William Blair Low Duration Fund listed among the top Funds in the Ultrashort Bond category on the U.S.
News’ list of Best Mutual Funds.
Read U.S. News’ Ranking of William Blair Low Duration Fund
Michelle Seitz, head of William Blair Investment Management, has been named a “top woman in asset management” by Money Management Executive.
Read More from Money Management Executive
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. Investing includes the risk of loss.
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.
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.
Click to view William Blair & Company's UK Stewardship Code (PDF).
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).
At William Blair, your privacy is important and we want to be clear about the information we may collect when you
Please read the information below about our cookie use. By using this site you agree to the placement of
cookies on your computer in accordance with the terms of this policy. If you would like to modify your
browser to notify you when you receive a new cookie or to disable cookies, please refer to Managing
Cookies below. Additional resources, and our full Privacy and Security Policy may also be found below.
What are cookies? Cookies are text files containing small amounts of information that are downloaded to your
device when you visit a website. When you return to the website or visit another website that recognizes the same
cookies, the cookies allow the website to recognize your device. Cookies can serve many purposes (helping us to
understand how visitors use the website, letting you navigate between pages efficiently, remembering your
preferences, and generally improving your user experience). Cookies also can help ensure that we provide
information to you that is relevant or that you have requested.
You also can learn more about cookies at www.allaboutcookies.org.
Some cookies are essential for us to provide you with the services you have requested, such as accessing secure
areas. These cookies manage the delivery of any web services requested by you and if you do not accept these
cookies you will not receive the services that you have requested or potentially be able to view the webpage. These
cookies do not gather information about you that could be used for marketing purposes or remembering where you
have been on the internet.
Remembering your selections cookies
Cookies are also used to remember your selections that change the way our website behaves or looks, e.g., the font
sizes or layout you have chosen, etc. These types of cookies can also be used to deliver a specific function
requested by you. Please note that if you delete these cookies, we will not be able to remember your preferences or
your login details or provide you with the content you have requested. These cookies do not gather information about
you that could be used for marketing purposes or remembering where you have been on the internet. If you no longer
wish for us to remember your selections, you should delete cookies on your machine.
There are also certain unique cookies and/or third-party cookies that we may use for analytics purposes to enhance
the performance of our website. These cookies may be used for testing different designs and ensuring a consistent
look and feel is maintained for users of our website. They also may track and provide trend analysis on how our
users interact with our website, or help us to track errors. The data collected will generally be aggregated to provide
trends and usage patterns for business analysis, site/platform improvement and performance metrics. The type of
information we collect includes how many visitors visit our website, when they visited, for how long and which areas
of our website are visited and which services are used. This information allows us to continuously improve our
services. While this analysis may be performed by third parties, only William Blair will review the analytics. Your use
of our website indicates your consent to the use of these web analytics cookies. One of these third party analytic tools
the William Blair & Company website.
For further details on Google analytics cookies, visit cookies set by Google Analytics.
William Blair may utilize a select set of cookies provided by third parties, such as Like and Share buttons. These
cookies store non-personally identifiable information, but may store information that is available to third-party
advertisers, publishers, or ad networks. Please review information about these cookies and how to opt out here.
We use Google AdWords remarketing to display banner advertisements on third-party websites to visitors of our websites.
to you based on your activity on our websites. Learn More: Google Advertising Privacy FAQ
We also may use third parties to develop and target "interest-based" advertisements. These advertisements may be relevant to your interests based on your web use and other non-personally identifiable information.
To opt-out of third-party and interest-based advertising cookies, go to the Network Advertising Initiative opt-out page.
Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish,
generally through changing your internet software browsing settings. It may also be possible to configure your
browser settings to enable acceptance of specific cookies or to notify you each time a new cookie is about to be
stored on your computer permitting you to decide whether to accept or reject the cookie. To manage your use of
cookies, there are various resources available to you. For example the "Help" section on your browser may assist
you. As our cookies allow you to access some of our website's essential features, we recommend that you leave
cookies enabled. Disabling cookies may mean that you experience reduced functionality or will be prevented from
using our site altogether. Our website will respect the cookie preferences set in your browser settings. However
cookies set prior to any change to your settings will still be on your computer. You can remove them using your
browser settings as well.
http://www.international-chamber.co.uk; The ICC's document: ICC UK Cookie Guide (PDF)
William Blair & Company Privacy and Security Policy
William Blair & Company, L.L.C. is a broker dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission ("SEC"). William Blair, along with affiliated entities William Blair Investment Management, LLC and William Blair International, Ltd (collectively, "William Blair") sponsors and publishes posts on or through pages, profiles, accounts, feeds, channels or other portions of various social media platforms, including but not limited to YouTube, Facebook, LinkedIn and Twitter (each, a "Site") for educational, promotional or other business reasons.
About William Blair Posts
No William Blair post published on any social media platform is an offer to sell or a solicitation of an offer to buy shares of any William Blair investment product to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Additionally, all William Blair posts published on any social media platform are for informational purposes only and should not be considered as investment advice or recommendations to invest in any particular security, strategy or investment product.
William Blair posts on social media may include statements concerning financial market trends, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. The investment strategies and broad themes discussed in William Blair's social media posts may be unsuitable for investors depending on their specific investment objectives and financial situation. Information contained in posts has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials on the social media platforms are provided "as is" without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. No part of William Blair posts may be altered without express written permission from William Blair.
William Blair posts may provide links to third party websites only as a convenience and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by William Blair of any content or information contained within or accessible from the linked sites. While we make every attempt to provide links only to those websites we think are trustworthy and accurate, we cannot be responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We reserve the right to terminate a link to a third party website at any time.
General User Guidelines
Due to the highly regulated nature of our industry and as a matter of policy, William Blair, in some instances, may not reply to user comments. Please ensure that your contributions in relation to any William Blair posts are relevant and topical. Do not publish your own advertisements of any kind on any William Blair social media page or with respect to any William Blair posts. We ask you to be respectful and courteous and refrain from publishing, including through hyper-links, inappropriate or offensive material on any William Blair social media page. Do not attempt to promote investments (this includes posting testimonials, giving investment advice, or making recommendations about specific securities, securities strategies, products or services) on any William Blair social media page. Do not attempt to submit to William Blair any personal, confidential or account information through any William Blair social media page. William Blair is not subject to any obligations of confidentiality regarding information submitted to them through any William Blair social media page or otherwise through any social media platform.
Third-Party Posts on any William Blair Social Media Page
While William Blair may monitor third-party posts published on any William Blair social media page, such posts may be reviewed to ensure regulatory compliance, but otherwise are not edited before being displayed. Third-party posts on any William Blair social media page are the view and responsibility of the third-party, not William Blair. William Blair cannot guarantee the appropriateness, accuracy or usefulness of any third-party posts or of any third-party hyper-link, nor are they responsible for any unauthorized or copyrighted materials contributed by a third-party in any William Blair social media page. William Blair reserves the right to remove or edit any third-party posts or comments on any William Blair social media page that are inappropriate or that violate (or may violate) applicable regulations.
William Blair does not publish or otherwise disseminate statements relating to current or former clients' positive experiences with or endorsements of William Blair and expects you to refrain from publishing such posts on any William Blair social media page. You should limit your posts on any William Blair social media page to investment themes rather than commenting, positively or negatively, on William Blair, its products, services or personnel. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client's experience with our firm.
Any descriptions of, references to, or links to other products, publications or services do not constitute an endorsement, authorization, sponsorship by, or affiliation with William Blair with respect to any hyper-linked site or its sponsor, unless expressly stated by William Blair. William Blair expressly disclaims any responsibility for the posts, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites, as posted by third-parties on any William Blair Social media page.
Use Social Media Platforms at Your Own Risk
William Blair is in no way affiliated with any social media platform and has no responsibility for any social media page's operations and services. William Blair and their respective affiliates, directors, officers, or employees are not liable for any direct, indirect, incidental, consequential, punitive or special damages arising out of or in any way connected with your access or use of, or inability to access or use, a social media platform, any William Blair social media page thereon or reliance on any William Blair post or any failure of performance, interruption, defect, delay in transmission, computer viruses or other harmful components, or line or system failure associated with a social media platform or any William Blair social media page thereon. Use of a social media platform or any William Blair social media page thereon is at your own risk.
Copyrights and Trademarks
Each social media page's content and information, and all trademarks, service marks, trade names, trade dress, logos, copyrights and other intellectual property displayed on the Site by William Blair ("Content") are protected by U.S. and worldwide copyright and trademark laws and treaty provisions, and are owned by, controlled by or licensed to William Blair or their respective owners. By using any social media page, we do not grant you any rights to reproduce, sell, or license any of the content contained herein, except that you may print a copy of the information contained herein for your personal use only. You may not reproduce or distribute the text or graphics to others or copy all or substantially all of the content to your own hard drive or server without the prior written permission of William Blair.
Permitted Uses of Our Sites and Content
We have listed below the permitted uses of our Content. We reserve the right to change our permitted uses at any time.
Prohibited Uses of Our Sites and Content
William Blair does not grant, by implication, estoppel or otherwise, any license or right to use Content on any social media page other than those set forth above, and you shall not make any other use of such Content without William Blair's written permission. Without limiting the generality of the foregoing:
William Blair has the right (but not the obligation) to monitor any social media page for unauthorized or objectionable conduct and to take all appropriate actions in response, without notice to you. We reserve the right to change or supplement our website policies at any time to the fullest extent permitted by applicable law.
Statements made on any social media page that look forward in time involve risks and uncertainties and are forward-looking statements. Such risks and uncertainties include, without limitation, the adverse effect from a decline in the securities markets or a decline in William Blair's products' performance, a general downturn in the economy, competition from other companies, changes in government policy or regulation, inability of William Blair to attract or retain key employees, unforeseen costs and other effects related to legal proceedings or investigations of governmental and self-regulatory organizations.
Forward-looking statements reflect our current views with respect to, among other things, the operations and performance of our businesses. You can identify these forward-looking statements by the use of words such as "outlook," "believe," "expect," "potential," "continue," "may," "should," "seek," "approximately," "predict," "intend," "will," "plan," "estimate," "anticipate" or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.
The Content provided in or accessible through any social media page is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject William Blair to any registration or other requirement within such jurisdiction or country. William Blair reserves the right to limit access to the Site to any person, geographic region or jurisdiction. Unless otherwise expressly set forth herein, William Blair makes no representations that transactions, products or services discussed on or accessible through the Site are available or appropriate for sale or use in all jurisdictions or by all users, or that access by any user in the place it is located is not illegal or prohibited. Users who choose to access the Site from other locations do so on their own initiative and are responsible for establishing the legality, usability and correctness of any information or Content on the Site under the laws of any applicable jurisdictions. You may not use or export the Content on the Site or accessible through the Site in violation of applicable laws and regulations.
Transmission to and From any Social Media Page
Subject to any applicable terms and conditions set forth in our Privacy and Security Statement, any communication or other material that you send to us through the Internet or post on any social media page by electronic mail or otherwise, is and will be deemed to be non-confidential as between you and us and William Blair shall have no obligation of any kind with respect to such information. William Blair will be free to use, for any purpose, and without compensation due or payable to you, any ideas, concepts, know-how or techniques provided by you to William Blair through any social media page.
Disclaimer and Indemnity
William Blair and its affiliates disclaim, to the fullest extent permitted by law, all express and implied warranties of merchantability, fitness for a particular purpose, and non-infringement. If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.
William Blair does not warrant that the information in any social media page is accurate, reliable or correct, that any social media page will be available at any particular time or location, or that any social media page is free of viruses or other harmful components. Electronic communications can be intercepted by third parties and, accordingly, electronic mail and other transmissions to and from any social media page or made via any social media page may not be secure.
The investments and strategies discussed in the content may not be suitable for all investors and are not obligations of William Blair or any of its affiliates or guaranteed by William Blair or any of its affiliates. The investments are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other entity and are subject to investment risks, including the loss of the principal amount invested. Nothing contained on the Site constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain and carefully review any applicable prospectus, statement of additional information and/or offering memorandum as well the William Blair Form ADV, as applicable, before making any investment decision. Decisions based on information or materials contained on any social media page are the sole responsibility of the user.
As consideration for access to any social media page, you agree to indemnify and hold harmless William Blair and their employees, contractors, affiliates, officers and directors from and against any claims whatsoever and of any nature for damages, losses and causes of action, including but not limited to actions by third parties against you, William Blair or any of its Related Person, arising out of or in connection with any decisions that you make based on such Content, your use of any social media page, or your violation of our website policies. You agree to make William Blair, whole for any and all claims, losses, liabilities, and expenses (including attorneys' fees) arising from your use of the Site or any violation of this the policies laid out in this Disclaimer, unless prohibited by law.
For additional information regarding account security and privacy, refer to our Privacy and Security statement. For customer service inquiries or questions about your accounts, please visit our website at: www.williamblair.com.
Your Acceptance of these Terms
Your use of the Site constitutes your acceptance of the terms contained herein. You may reject these terms by leaving the Site at any time.
For additional information about William Blair or to contact us, please visit our website at: www.williamblair.com.