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For Institutional / Wholesale / Professional Clients
The content on this website is intended for institutional and professional investors in the United States only and is not suitable for individual investors or non-U.S. entities. Institutional and professional investors include pension funds, investment companies registered under the Investment Company Act of 1940, financial intermediaries, consultants, endowments and foundations, and investment advisors registered under the Investment Advisors Act of 1940.
TERMS AND CONDITIONS OF USE
Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.
Disclaimers
Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.
Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.
All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.
All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the 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.
Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.
Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.
Online Privacy and Cookie Policy
Please review our Online Privacy and Cookie Policy, which is hereby incorporated by reference as part of these terms and conditions.
Third Party Content
Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.
Suitability
No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.
Limited License and Restrictions on Use
Except as otherwise stated in these terms of use or as expressly authorized by Thornburg in writing, you may not:
Severability, Governing Law
Failure by Thornburg to enforce any provision(s) of these terms and conditions shall not be construed as a waiver of any provision or right. This website is controlled and operated by Thornburg from its offices in Santa Fe, New Mexico. The laws of the State of New Mexico govern these terms and conditions. If you take legal action relating to these terms and conditions, you agree to file such action only in state or federal court in New Mexico and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.
Termination
You acknowledge and agree that Thornburg may restrict, suspend or terminate these terms and conditions or your access to, and use, of the all or any part this website, including any links to third-party sites, at any time, with or without cause, including but not limited to any breach of these terms and conditions, in Thornburg's absolute discretion and without prior notice or liability.
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Thornburg is committed to creating a diverse, thriving and lasting world—for this and future generations. Good ESG practices toward the environment, social responsibility and governance are factors we evaluate as investors and standards we strive for as a firm.
Sustainable Investing
Diversity, Equity & Inclusion
Community & Philanthropy
Governance
Environment & Climate Action
carbon neutral headquarters. Our rooftop installation of solar panels produces a surplus of energy annually, directing what power isn’t utilized on campus back to the local power grid.
Thornburg is a signatory of the UN Principles for Responsible Investment (UN PRI), a member of the Sustainability Accounting Standards Board (SASB), Council of Institutional Investors, and FAIRR.
The integration of architecture and advanced environmental technologies is exemplified in the Thornburg campus. Tiered down a sloping hillside facing the Sangre de Cristo mountains, the structures successfully maximize the challenging site space, while maintaining a striking aesthetic and preserving the natural look of the site.
The campus received a LEED Gold certification from the United States Green Building Council. Many of the LEED features surpass industry standards for air quality, daylight control, and water and energy conservation.
Everyone benefits from a more equal and inclusive environment. At Thornburg, we embrace a diverse, equitable and inclusive workplace in which our employees are empowered to share their full identities, ideas and perspectives. A culture built on diversity, equity and inclusivity is essential to achieve our clients’ investment goals and vital to our firm’s success.
We are committed to communicating directly with transparency and truth—across all roles and partnerships. Thornburg supports multiple employee-led and employee-organized groups with missions to advance diversity, equality and inclusion inside Thornburg and the communities in which we live.
Women of Thornburg strives to engage, elevate and empower a community of people who are dedicated to fostering a culture of diversity and inclusion for women of all experience and career levels. Through speakers, networking events, newsletters and social gatherings, Women of Thornburg provides opportunities for women to develop, connect and grow their careers.
Equality for all includes those who identify as LGBTQIA. Equal Ground is open to all at Thornburg who seek to create a culture of inclusivity for LGBTQIA employees and the workplace at large. In particular, Equal Ground works to increase firmwide awareness of LGBTQIA equality issues.
Young Professionals of Thornburg provides opportunities for individuals to build personal and professional connections with peers across the company and in the community. Our mission is to connect Thornburg’s young professionals by creating community and providing professional development.
We believe in global citizenship and making an impact on the world for the better. Annually, we support over 50 charitable organizations that meet specific Thornburg objectives, including arts & culture, education, human services and other areas that enrich people's lives.
Thornburg provides employees two days of paid time off per calendar year for volunteer activities, encouraging colleagues to serve the communities in which we work.
For 66 years, Girls Inc. of Santa Fe has inspired girls to be Strong, Smart and Bold. They provide girls throughout Santa Fe with life-changing experiences and real solutions to the unique issues girls face.
The Museum of New Mexico Foundation was founded in 1962 by Thomas B. Catron III as a vehicle for providing private support for the four state museums in Santa Fe. The establishment of the private, nonprofit Foundation launched a robust private-public partnership between the Foundation and the State of New Mexico that continues today.
Explora is a unique place that puts people’s learning in their own hands. Families and people of all ages can learn together through over 250 exhibit activities in science, technology and art. Explora advocates for lifelong, materials-rich inquiry, while acknowledging that it isn’t always easy.
The Santa Fe Conservation Trust partners with the community to keep northern New Mexico’s living lands and people flourishing together. They protect culturally and environmentally significant landscapes, ignite people’s passion for nature and enable the continual regeneration of a healthy place. By providing landowners with tools to place their lands into voluntary conservation status, they now oversee the protection of more than 43,000 acres in northern New Mexico.
The Santa Fe Opera has been a fixture in the City Different since 1956. Surrounded by the picturesque high desert and mountains of northern New Mexico, the Santa Fe Opera’s outdoor complex was lauded by TIME magazine as “one of the handsomest operatic settings in the Western Hemisphere.” The inspirational landscape elevates the opera’s productions each year, serving as a natural backdrop to the global talent gracing its stage.
Thornburg donates $500 to pre-K and $1,000 to K-12 classrooms at schools attended by children of Thornburg employees. These unconstrained donations are used in over 100 classrooms around the U.S. to fund much-needed music and arts programs, online subscriptions, virtual programming, items for classroom projects, books for school libraries and more.
Beyond writing checks, we encourage volunteerism. Thornburg employees who serve as a board member or contribute forty hours per year of uncompensated labor at 501(c)(3) organizations qualify for an annual $1,000 contribution to those organizations where they serve. We currently support nearly 40 organizations where our employees are deeply involved.
The Thornburg Foundation invests in enduring solutions to help solve problems affecting people and our planet. They work as catalysts for high-impact outcomes using evidence to understand and solve systemic problems, engaging stakeholders to drive policy reform, and creating meaningful and lasting change.