Our Purpose
What we do is defined by what we believe, and it all starts with clients. A stable foundation topped with dynamic growth helps retain talent, ensuring our best investment minds are working on clients’ behalf. Our uncompromising integrity leads us to make decisions based on what’s best for clients. And our broad-based, active ownership means we build client relationships that last for years (even decades) rather than quarters.
Client-Focused
A lot of clients become involved in my life. They get to know my family; I get to know their family.
Don Courtright
TAFT-HARTLEY NEW BUSINESS
DEVELOPMENT AND CLIENT SERVICE
$44.0 billion
assets managed for pension funds
$2.8 billion
assets in Taft-Hartley plans
130
endowments and foundations we serve
9.7 years
average institutional client tenure
68%
of AUM from clients of more than five years
31
countries in which we have clients
All data as of 09/30/2025
We really listen to our clients when developing products, and sales meets regularly with product management to communicate what needs we see in the market. Recently, at clients’ request, we launched two new strategies to meet expected client demand and access new markets: Emerging Markets ex China Growth and Frontier Markets Debt.
Maximilian Hörwick
INSTITUTIONAL BUSINESS DEVELOPMENT
16
strategies launched since 2017
As of 12/31/24
2
investment teams acquired since 2019
As of 12/31/24
Dynamic and Evolving
William Blair Investment Management is evolving with the world—advancing our capabilities, deepening our client partnerships, and empowering our people to lead with purpose.
Robert Kendall
GLOBAL HEAD OF INVESTMENT MANAGEMENT
When I interviewed at William Blair, it was smaller then, under the radar, and felt like going into the unknown. I thought of it as an adventure. I imagined I’d try it for a few years. But I grew with the firm, and here I am 25 years later.
Julie Stevens, CFA
CLIENT SERVICES MANAGER
Visionary
We consider sustainability in a broader lens— such as building sustainable relationships with our clients; fostering a culture underpinned by our values; generating sustainable growth in our firm; and looking at the factors that create opportunities and risks from an investment perspective.
Blake Pontius, CFA
DIRECTOR OF SUSTAINABLE INVESTING
Our Vision
We are focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.
OUR VISION—IN OUR COLLEAGUES’ WORDS
To me, the IM vision represents the crystallization of our thinking about how we make ourselves better in a sustainable fashion. I believe we will be better for it—better for our clients, colleagues, and communities.
Gurvir S. Grewal
RESEARCH ANALYST, GLOBAL EQUITY TEAM
To me, the IM vision represents the crystallization of our thinking about how we make ourselves better in a sustainable fashion. I believe we will be better for it—better for our clients, colleagues, and communities.
Gurvir S. Grewal
RESEARCH ANALYST, GLOBAL EQUITY TEAM
I think of our vision statement as a guidepost as we continue to grow and evolve—a constant reminder that we’re not acting in a vacuum and must consider the impact of our actions on key stakeholders across our clients, colleagues, and communities.
Xiaowei Hargrove
LEAD STRATEGY ANALYST
Values-Based
Receiving the 2024 Nicholas Award is a source of immense pride. The legacy of John Nicholas, our esteemed colleague who passed away suddenly, continues to inspire us all.
Michael Cody, CFA
QUANTITATIVE PORTFOLIO AND TRADING ANALYST
Nicholas Award winners pictured, top row (left to right): Patti Lauer, trade settlements and client restrictions administration team manager (2021); Michael Thompson, CFA, former head of domestic equity trading (2018); Lisa Rusch, partner, director of operations (2016); and Steve Lotz, director of risk management (2019). Bottom row (left to right): Corwin Marbly, administrative assistant supporting the FINA, Advisor Solutions, Taft-Hartley/institutional business development, U.S. distribution, and client service teams (2023); Michael Cody, quantitative portfolio and trading analyst on the U.S. growth and core equity team (2024); and Reto Baruffol, European institutional business development and client service (2022).
Video | 03:38
Listen to our colleagues discuss our values (Client Focus, Integrity, Excellence, Inclusivity, Collaboration) in their own words.
Impact-Driven
Video | 01:11
We want our colleagues to see their work as more than a paycheck; ultimately, they should feel like they’re doing something positive—for our clients and for our communities.
Jamie Dunham
FINANCIAL INSTITUTIONS AND NATIONAL ACCOUNTS
800+
charitable organizations supported
14,000
total hours volunteered by employees through events, volunteer paid day off, nonprofit board service, and other personal volunteering
$11,500
annual amount each employee may receive in matching gifts
All data as of 12/31/2024
These statistics represent all William Blair entities, and the employee match number is inclusive
of a $10,000 match available to individuals serving on nonprofit boards.
OUR PEOPLE, OUR COMMUNITIES
I volunteer to help a voiceless portion of our community—the homeless pet population. I have fostered 165-plus cats and kittens. Volunteering with animals has its challenges, but it also brings tremendous joy, and it’s the most rewarding experience of my life.
Gloria Warshaw
SENIOR MARKETING MANAGER
I’ve run marathons to raise awareness for men’s mental health and suicide prevention through Movember, a charity that helps address critical men’s health issues that often go unnoticed, such as prostate cancer and mental health.
Elliot Nelson
PORTFOLIO IMPLEMENTATION ASSOCIATE, U.S. GROWTH AND CORE EQUITY TEAM
I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!
Alexandra Symeonidi, CFA
SENIOR CORPORATE CREDIT AND SUSTAINABILITY ANALYST, EMERGING MARKETS DEBT TEAM
I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!
Alexandra Symeonidi, CFA
SENIOR CORPORATE CREDIT AND SUSTAINABILITY ANALYST, EMERGING MARKETS DEBT TEAM
I lost my youngest brother, Randy, in 2016, to an unexpected heroin/fentanyl overdose. This has driven me to raise funds and awareness for substance use disorder to help those battling addiction. I partner with The PATH to Recovery Foundation.
Cliff Kalish, CFA
SENIOR CLIENT RELATIONSHIP MANAGER
An important component of our mission is engaging in the community. By volunteering with community partners in each of our global offices, our colleagues around the world are making a difference.
Video | 00:59
We care about the things our colleagues care about. We support their charitable giving with a paid day off to volunteer every year and a 1:1 donation match (which sometimes is upped to 2:1 for more severe global crises, such as the war in Ukraine or brushfires in Australia).
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Issued in Australia by William Blair Investment Management, LLC (“William Blair”), which is exempt from the requirement to hold an Australian financial services license under Australia's Corporations Act 2001 (Cth). William Blair is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and regulated by the SEC under the U.S. Investment Advisers Act of 1940, which differs from Australian laws. This material is intended only for wholesale clients.
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