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Touchstone


Company: Touchstone Investments



Overview


Touchstone Investments is an asset management firm headquartered in Cincinnati, Ohio, and is a member of the Western & Southern Financial Group. Established in 1994, the company is committed to providing access to institutional asset managers who implement strategies typically unavailable to the average investor. It emphasizes Distinctively Active investing, setting it apart from passive investment strategies.

Recent Performance


Touchstone Investments has been recognized for its robust performance in actively managed funds, ranking:
  • 5th for one-year returns

  • 9th for five-year returns

  • 11th for ten-year returns


These rankings are as of December 31, 2023, reflecting the firm's strong performance relative to its peers.

Product Offerings


  • Mutual Funds: A wide selection of actively managed mutual funds across categories including U.S. equity, international equity, multi-asset, and income.

  • ETFs: Actively managed ETFs, particularly in income, international equity, and U.S. equity asset classes, sub-advised by Fort Washington Investment Advisors.


Leadership Team


  • E. Blake Moore Jr.

  • Title: President and Chief Executive Officer

  • Role: Oversees business management and strategy, leading distribution, product management, marketing, advisory services, and acquisition activities.



  • Mary Mock

  • Title: Senior Vice President and Head of Distribution

  • Role: Develops and executes sales strategies and oversees all external sales activities.



  • Julie Morse

  • Title: Senior Vice President, Head of Marketing

  • Role: Leads marketing strategy, collaborating with various teams to drive sales and growth.



  • Timothy Paulin, CFA

  • Title: Senior Vice President, Investment Research and Product Management

  • Role: Oversees product development, portfolio management, and engages with asset managers for mutual funds and ETFs.



  • Crit Thomas, CFA, CAIA

  • Title: Global Market Strategist

  • Role: Provides insights on economic conditions and investment strategies, leading the Touchstone Asset Allocation Committee.



Market Position


Touchstone Investments is positioned as a champion of active management, differentiating itself from passive investment trends. This dedication is underscored by strong performance rankings and a focus on a strategic lineup of mutual funds and ETFs designed to serve financial advisors and intermediaries.

For more detailed information, visit [Touchstone Investments](https://www.westernsouthern.com/touchstone).

Competitor Profiling for TouchStone Investments



Competitor: TouchStone Home Products



Overview


TouchStone Home Products, based in Exton, PA, specializes in high-quality electric fireplaces, motorized TV lifts, and TV lift cabinets. The company positions itself as a leader in innovating home entertainment and lifestyle-enhancing products.

Key Offerings


  • Electric Fireplaces: Versatile designs suitable for various home settings.

  • Motorized TV Lifts: Advanced mechanisms like the Whisper Lift II Pro Advanced Swivel, providing functionality at competitive prices.

  • TV Lift Cabinets: Customizable and ready-to-ship options, allowing stylish concealment and reveal of TVs.


Competitive Comparisons



Cabinet-Tronix


Overview: Based in Chula Vista, CA, Cabinet-Tronix has been a prominent player in the TV lift cabinets market since 2008. Founded by Trace McCullough, the company offers bespoke and ready-to-ship solutions, emphasizing craftsmanship and quality.

Key Offerings:
  • Indoor TV Lift Cabinets: 90 customizable design-forward styles.

  • Outdoor TV Lift Cabinets: 30+ weather-resistant designs aimed at outdoor entertainment.

  • Additional Features: Custom lifts, durable Brazilian wood, and client-specific modifications.


Achievements and Client Feedback:
  • Awards: Recognized by Houzz Design for seven consecutive years.

  • Customer Testimonials: Clients commend the precision, quality, and customer service.

  • Innovations: Renowned for high-quality “pop-up” cabinets used in bespoke projects, including rooftop installations.


Diamond Case Designs


Overview: Founded in 1991, Diamond Case Designs is a family-owned company specializing in home theater furniture, entertainment centers, and TV lift cabinets. The firm focuses on combining furniture with full-service audio/video integrations.

Key Offerings:
  • Home Theater Furniture: Custom designs for home décor with premium functionality.

  • Media Storage Solutions: High-capacity media drawer cabinets.

  • Electronics Integration: Furniture blended with electronic installations, including whole-house audio systems and security cameras.


Achievements and Client Feedback:
  • Customer Loyalty: Known for long-term client relationships due to consistent quality and service.

  • Awards and Recognition: Featured in Sound and Vision, Home Theater, and Electronics House Product of the Year.


Market Position


TouchStone Home Products differentiates itself by offering competitively priced, feature-rich products such as the Whisper Lift II Pro Advanced Swivel. Their electric fireplaces and TV lift mechanisms are noted for innovative design and quality.

Analysis
  • Customization and Quick Delivery: Emphasize the capability to provide both bespoke and ready-to-ship products.

  • Innovative Features: Promote unique features that distinguish their products from higher-priced competitors.

  • Client Testimonials: Leverage positive customer reviews and showcase awards to build trust and authority.


By focusing on these strengths, TouchStone Home Products can effectively maintain its leadership in the home entertainment solutions market, appealing to new and returning customers.