Solicitation agreement brings Great Lakes Advisors’ established Large Cap Value strategy to TAM’s advisor network through SMAs and UMAs

BALTIMORE, Sept. 3, 2026 /PRNewswire/ — Transamerica Asset Management, Inc. (TAM) today announced an expansion of its existing relationship with Great Lakes Advisors, LLC (GLA) through a new solicitation agreement for GLA’s established Large Cap Value strategy, available through unified managed accounts (UMAs) and separately managed accounts (SMAs).

TAM’s expansion into managed accounts reinforces the firm’s commitment to providing advisors with access to differentiated investment solutions across a growing range of investment formats. By leveraging GLA’s established Large Cap Value strategy and TAM’s distribution scale and advisor relationships, the partnership creates growth opportunities for both firms, expanding GLA’s access to intermediary channels while broadening managed account offerings for advisors and their clients through TAM.

“At TAM, our vision is to connect the right solutions to our clients’ needs, and this GLA partnership extension reflects that commitment,” said Marijn Smit, CEO of Transamerica Asset Management. “We believe large cap value remains an important component of a diversified equity portfolio, and by offering advisors multiple ways to access the strategy, we are making it easier for them to implement investment solutions that meet the evolving needs of their clients.”

The strategy is available in a managed account through several prominent firms and platforms, including LPL Financial, Charles Schwab, Morgan Stanley and Envestnet to name a few.

“We’re thrilled to expand our long-standing partnership with Transamerica by making our Large Cap Value SMA and UMA available to their distribution network,” added Tom Kiley, CEO of Great Lakes Advisors, a Wintrust Financial Corporation company. “In an environment where equity allocations have grown increasingly concentrated, we believe disciplined large cap value exposure is an essential diversifier for advisors and their clients. Partnering with a firm of Transamerica’s reach and quality allows us to deliver that discipline to far more investors, and we’re excited to keep deepening the relationship between our two organizations.”

About Transamerica Asset Management
Transamerica Asset Management, Inc. (TAM) is an SEC-registered investment adviser that provides investment management services designed to help individuals and institutions pursue their long-term financial goals. With a focus on disciplined investing, strong governance, and thoughtful risk management, TAM partners with asset managers to navigate evolving market environments with confidence.TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.

About Great Lakes Advisors
Founded in 1981, Great Lakes Advisors^® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT. They offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions. The firm’s clients include public funds, multi-employer plans, corporations, religious communities, endowments/foundations, health care plans, and private wealth management clients.

Great Lakes Advisors is a wholly owned subsidiary of Wintrust Financial Corporation (NASDAQ: WTFC), a financial holding company with $74.7 billion in assets.

Investments are subject to market risk, including loss of principal. Transamerica companies and Great Lakes Advisors, LLC are not affiliated companies.

Media inquiries:
Email: Media.Relations@transamerica.com

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SOURCE Transamerica