Following a leadership transition, Touchstone Investments remains focused on providing access to high-conviction active managers through its subadvisory model. It retains an Average Parent rating.
Ben Alge became CEO in July 2025 after a measured handoff from his predecessor Blake Moore. Alge has spent his entire career within the organization. He started at parent company Western & Southern Financial Group in 2008, joined the investment side in 2013, and became president in 2024. Under his leadership, the firm remains focused on measured growth through its subadvisory model that emphasizes high-active-share portfolio management.
Touchstone’s disciplined and sensible approach to manager research remains a strength. Its evaluation framework emphasizes organizational stability, investment personnel and process, and demonstrated results. While the firm continually monitors its lineup, it has historically leaned on deep, long-standing relationships, particularly with Fort Washington (an affiliate under common ownership by Western & Southern) and known partners like Sands Capital and The London Company. These relationships have supported incremental fee reductions across the lineup, which is encouraging, though not yet enough to confer a clear cost advantage.
Note: This share class' Parent Pillar rating is analyst-driven, as its Branding Name, Touchstone Investments (Branding Name ID: BN00000A74), is covered by Morningstar Manager Research.
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