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TCW Group

TCW Group is a leading global asset management firm headquartered in Los Angeles, California, specializing in fixed income, equities, emerging markets, and alternative investments, with approximately $205 billion in assets under management as of September 30, 2025.^[1] Founded in 1971 by Robert A. Day as the Trust Company of the West, the firm has grown into a prominent player in the investment industry, emphasizing a team-managed, value-oriented approach across its strategies.^[2]^[3] The firm operates 11 offices worldwide, including locations in New York, London, Hong Kong, and Sydney, and employs around 650 professionals dedicated to delivering institutional-quality investment solutions to a diverse client base of institutions, financial advisors, and high-net-worth individuals.^[3] TCW's ownership structure features stakes held by its management and employees (approximately 39%), The Carlyle Group (34%), and [Nippon Life](/page/Nippon Life) Insurance Company (27%), as adjusted through acquisitions and investments in 2013, 2017, and December 2024.^[4] Under the leadership of President and CEO Katie Koch, who assumed the role in 2021 after serving as co-CEO, TCW continues to innovate in areas such as private credit, ETFs, and sustainable investing, building on its decades-long track record in fixed income management.^[5]^[6] TCW's investment philosophy centers on adaptive, risk-aware strategies designed to navigate complex market conditions, with notable recent developments including the expansion of fixed income ETFs surpassing $2 billion in assets as of October 2025 and the introduction of private asset income funds for wealth investors.^[7]^[8] The firm maintains a strong commitment to governance and sustainability, as evidenced by its policies on environmental, social, and governance (ESG) factors integrated into investment processes.^[9]

Overview

Founding and headquarters

TCW Group was founded in 1971 by Robert Addison Day as the Trust Company of the West, an asset management firm initially focused on providing trust and investment services to high-net-worth individuals.^[10]^[11] The firm began operations in downtown Los Angeles with modest beginnings, including $5 million in assets under management and a small team of three employees.^[10] As the company expanded its scope, it evolved its name to The TCW Group, Inc., better reflecting its broadened role in investment management beyond original trust services.^[12]^[13] The TCW Group maintains its headquarters at 515 South Flower Street in Los Angeles, California, which serves as the central hub for its operations and strategic decision-making.^[1] This foundational location has supported the firm's development into a leading global asset manager.

Business activities and assets under management

TCW Group operates as a global asset management firm, providing a range of investment products including fixed income, equity, emerging markets, and alternative investments to a diverse clientele.^[1] These offerings encompass mutual funds, exchange-traded funds (ETFs), separately managed accounts, and private investment vehicles, with a focus on active management strategies designed to generate returns across various market conditions.^[14] The firm's investment approach emphasizes a value-oriented philosophy, particularly in fixed income and equities, where portfolio managers seek undervalued opportunities through fundamental research and disciplined risk assessment.^[15] As of September 30, 2025, TCW Group manages $205 billion in assets under management (AUM).^[1] The majority of these assets are concentrated in fixed income strategies, with the fixed income group overseeing over $180 billion, reflecting the firm's longstanding expertise in credit and bond markets.^[16] Remaining assets are distributed across equities, emerging markets, and alternatives such as private credit and collateralized loan obligations.^[17] TCW Group's client base primarily consists of institutional investors, including corporate and public pension plans, financial institutions, endowments, and foundations, as well as high-net-worth individuals and financial advisors.^[1] This diverse clientele benefits from the firm's active, value-oriented management, which aims to deliver superior risk-adjusted returns by capitalizing on market inefficiencies and macroeconomic trends.^[18]

Leadership and ownership

Executive leadership

Katie Koch serves as President and Chief Executive Officer of TCW Group, a position she assumed in September 2022.^[19] In this role, she oversees the firm's strategic direction and day-to-day operations, drawing on over two decades of experience in asset management. Prior to joining TCW, Koch spent 20 years at Goldman Sachs Asset Management, where she rose to Partner and Chief Investment Officer of the $300 billion Public Equity business, also serving on the executive committee and leading international multi-asset solutions from London for a decade.^[20] She holds a Bachelor of Arts in Economics and Literature from the University of Notre Dame.^[20] Under her leadership, TCW has expanded its sustainable investing offerings, notably through the 2023 acquisition of Engine No. 1's ETF business focused on sustainable transformation.^[21] Key executives supporting Koch include Melissa Stolfi, Executive Vice President and Global Chief Operating Officer since November 2023, who manages day-to-day operations and drives strategic growth initiatives across the firm's global businesses; she brings 21 years of industry experience, previously serving as Head of Global Delivery at BlackRock.^[22]^[23] Richard M. Villa, Executive Vice President and Chief Financial Officer since 2008, oversees financial operations and reporting, having joined TCW as Controller in 2002 after roles in public accounting.^[24]^[25] Jessica Kung, Executive Vice President and Chief Human Resources Officer since November 2023, leads HR strategy and functions to support global expansion, with prior experience at firms including Bridgewater Associates.^[26]^[27] In major investment divisions, Bryan Whalen has served as Chief Investment Officer of Fixed Income since 2015, managing over $170 billion in assets with a focus on credit and core fixed income strategies; he joined TCW in 1998.^[28] Michael P. Reilly, Group Managing Director and Chief Investment Officer of Equities since 2007, directs equity research and portfolio management, having joined the firm in 1992 as an analyst with 37 years of industry experience.^[29] The Board of Directors provides oversight aligned with TCW's ownership structure involving The Carlyle Group and firm management. Notable members include Chairman Marc I. Stern, a veteran executive who has been with TCW since 1983 and assumed the chairmanship in 2013, contributing to strategic transitions; and Katie Koch, who joined the board upon her CEO appointment.^[30]^[31] This composition reflects ownership influences on leadership decisions, emphasizing long-term growth and alignment with investor interests.^[31]

Ownership history and structure

TCW Group was established in 1971 by Robert A. Day as a privately held asset management firm, with Day retaining primary ownership through its early decades of growth.^[32] This private structure allowed Day to guide the company's expansion from $2 million in initial assets under management to a major player in fixed income and alternative investments.^[33] In April 2001, Société Générale, a French banking giant, acquired a controlling 51% stake in TCW Group for approximately $880 million in stock, with plans to increase its ownership to 70% over five years through additional purchases and performance-based options.^[32]^[34] This transaction marked the end of Day's direct control, as he sold his majority interest, though he remained involved in a non-executive capacity initially.^[35] Société Générale's ownership facilitated TCW's international expansion but faced challenges during the 2008 financial crisis, leading to internal tensions and eventual divestiture.^[36] In 2012, The Carlyle Group agreed to purchase TCW from Société Générale, completing the acquisition in February 2013, which resulted in Carlyle holding a majority stake while TCW's management and employees increased their collective ownership to approximately 40% on a fully diluted basis.^[37]^[36] This shift restored significant employee equity participation and aligned with Carlyle's focus on alternative asset management.^[37] In December 2017, Nippon Life Insurance Company acquired a 24.75% stake directly from The Carlyle Group, adjusting the ownership structure to TCW management and employees at 44.07%, Carlyle at 31.18%, and Nippon Life at 24.75%.^[38] This transaction diversified TCW's ownership base with a major Japanese insurer, enhancing stability without altering operational control, which remains shared among the stakeholders.^[39] In December 2024, Nippon Life expanded its strategic partnership with TCW through a $550 million investment, including $250 million in convertible notes and $300 million in preferred equity, increasing its minority stake to approximately 27%. This adjustment resulted in ownership of about 39% by TCW management and employees, 34% by The Carlyle Group, and 27% by Nippon Life as of December 2024.^[40]^[41] As part of this development, Nippon Life committed up to $3.25 billion in additional anchor capital to TCW's alternative credit strategies. Carlyle and Nippon Life continue to hold five board seats collectively alongside TCW employee representatives.^[39]

History

Establishment and early development (1971–2000)

TCW Group, originally known as Trust Company of the West, was founded in 1971 by Robert A. Day, a young financier and grandson of oil magnate William Myron Keck, with an initial vision to provide comprehensive trust and wealth management services.^[42] Day established the firm in Los Angeles to manage family assets and offer personalized investment solutions, starting with approximately $1.5 million in assets under management (AUM). Day passed away on September 14, 2023.^[12] The company's early focus was on building a reputation for prudent, value-oriented investment strategies tailored to high-net-worth individuals and family offices.^[1] During the 1970s and 1980s, TCW expanded beyond its family-oriented roots into institutional asset management, attracting pension plans, endowments, and financial institutions as clients.^[1] The firm developed a strong emphasis on fixed income investments, hiring key talent such as Jeffrey Gundlach in 1985 to lead its mortgage-backed securities efforts, which helped solidify its expertise in credit and bond strategies.^[43] This period marked steady organizational growth, including the establishment of additional offices to support client acquisition and portfolio management, with the New York office opening to tap into East Coast institutional markets.^[1] By the 1990s, TCW had achieved significant scale, reflecting its successful transition to a major player in the investment industry. AUM grew from $13.8 billion in 1988 to $21.2 billion by 1990 and reached $78.7 billion in 2000, driven by performance in fixed income and equities amid favorable market conditions.^[44] These milestones underscored TCW's reputation for disciplined risk management and collaborative investment processes, positioning it as a trusted advisor for diverse institutional portfolios by the end of the century.^[1]

Société Générale era and key acquisitions (2001–2012)

In 2001, Société Générale acquired a 51% controlling interest in TCW Group for approximately $880 million in stock, increasing its stake to 70% by 2006.^[32] This transaction integrated TCW into Société Générale's global asset management operations, allowing for partial synergies such as shared resources with SG's existing U.S. money management activities, while preserving TCW's operational independence in Los Angeles.^[45] Under this ownership, TCW's assets under management grew steadily, reaching about $110 billion by late 2009, supported by Société Générale's international distribution networks that enhanced TCW's reach in Europe and Asia.^[46] The 2008 global financial crisis posed substantial challenges for TCW, including market volatility and investor redemptions that pressured fixed-income portfolios heavily exposed to mortgage-backed securities.^[47] In response to the crisis, TCW focused on non-agency mortgage-backed securities, including subprime assets, which positioned its mortgage funds to outperform 97% of peers over the subsequent four years through 2012.^[47] To safeguard its money market fund amid liquidity strains, TCW entered a capital support agreement on September 19, 2008, committing to provide liquidity support if net asset value fell below $1 per share, helping maintain client confidence and limit outflows compared to industry averages.^[48] These measures contributed to strong client retention, with institutional investors continuing to allocate to TCW's core strategies despite broader market disruptions.^[47] In December 2009, TCW fired its prominent fixed-income chief Jeffrey Gundlach amid internal disputes and a failed fee-sharing deal, leading to the departure of several key team members who founded DoubleLine Capital and resulting in approximately $25 billion in client redemptions.^[49] To offset this loss of talent, TCW announced the acquisition of Metropolitan West Asset Management LLC concurrently. The deal was completed in 2010 for $300 million, finalized on February 24 after the announcement the prior December.^[50] This acquisition added approximately $30 billion in fixed-income assets under management, primarily in core bond and total return strategies, significantly bolstering TCW's capabilities in that segment and integrating a team of 115 professionals led by co-founder Laird Landmann.^[50] The acquisition elevated TCW's total AUM to around $140 billion initially, though netted to $115 billion by early 2011 after accounting for outflows related to internal transitions, positioning TCW as a stronger competitor in U.S. fixed-income markets under Société Générale's umbrella.^[51]

Carlyle Group acquisition and modern expansions (2013–present)

In February 2013, The Carlyle Group and TCW management completed the acquisition of TCW Group from Société Générale, marking a significant shift in ownership following the French bank's divestiture of its asset management holdings.^[37]^[52] As part of the transaction, TCW's management and employees increased their stake to approximately 40% on a fully diluted basis, while Carlyle assumed majority control to support the firm's expansion in core fixed-income strategies and emerging alternatives.^[53] This partnership enabled TCW to leverage Carlyle's global resources for product innovation and client acquisition, fostering steady growth amid a recovering post-financial crisis market.^[54] In December 2017, Nippon Life Insurance Company, Japan's largest private life insurer, acquired a 24.75% minority stake in TCW from Carlyle, further diversifying the ownership structure and enhancing TCW's access to Asian markets.^[55] This investment, valued at an undisclosed amount but structured to align long-term interests, elevated TCW management and employee ownership to 44.07%, with Carlyle retaining about 31%.^[56]^[38] The deal strengthened TCW's strategic ties in the Asia-Pacific region, supporting collaborative opportunities in fixed income and alternatives while maintaining operational independence.^[57] Under this evolving ownership, TCW has pursued modern expansions, particularly in alternative investments such as private credit and collateralized loan obligations (CLOs), where assets have more than doubled since 2020 to over $5 billion across 13 CLOs by late 2024.^[58] The firm has also broadened its international footprint, establishing or expanding offices in key global hubs including London, Milan, Dubai, Hong Kong, Tokyo, Singapore, and Sydney to serve institutional clients in Europe, the Middle East, and Asia.^[1] These initiatives, bolstered by recent partnerships like Nippon Life's additional up to $3.25 billion commitment to alternative credit strategies in 2024, have driven overall assets under management to $205 billion as of September 30, 2025, reflecting robust growth in diversified, high-yield offerings.^[59]^[9]

Investment strategies

Fixed income and credit

TCW Group's fixed income and credit strategies emphasize active management to generate alpha while navigating interest rate and credit risks in both investment-grade and high-yield bonds.^[60] In investment-grade segments, the firm employs disciplined credit selection to construct high-quality portfolios, as seen in products like the TCW Corporate Bond ETF (IGCB), which targets long-term capital appreciation through exposure to corporate and government securities.^[61] For high-yield bonds, TCW adopts a value-oriented approach to balance income generation with risk control, exemplified by the TCW High Yield Bond ETF (HYBX), which invests in below-investment-grade securities to pursue total returns.^[61] Core fixed income strategies form the foundation of TCW's offerings, focusing on total return through diversified bond exposures. The Metropolitan West Total Return Bond Fund (MWTIX), a flagship product, exemplifies this approach by blending investment-grade corporates, mortgages, and treasuries to achieve consistent performance across market cycles; for instance, it delivered a 6.76% one-year return as of October 31, 2025, outperforming broader intermediate core-plus bond benchmarks in certain periods.^[62] Opportunistic credit strategies complement this by seeking undervalued sectors, such as overweighting securitized assets like agency mortgage-backed securities (MBS) and asset-backed securities (ABS) for enhanced yields.^[60] These tactics allow TCW to capitalize on market dislocations while maintaining a bottom-up, value-driven discipline.^[61] Risk management in TCW's fixed income portfolios integrates duration management and strategic sector allocation to mitigate volatility and downside exposure. Duration is actively adjusted toward shorter maturities to position for anticipated interest rate declines, reducing sensitivity to rate hikes while preserving yield potential.^[60] Sector allocation involves underweighting overvalued corporate credit in favor of securitized products, which offer better risk-adjusted returns based on fundamental analysis of spreads and liquidity.^[61] This framework has supported resilient performance, with fixed income comprising over 80% of TCW's approximately $205 billion in assets under management as of September 2025.^[39]^[1]

Equities and alternatives

TCW's equity strategies emphasize active, value-oriented management to identify undervalued opportunities across various markets, diverging from passive indexing approaches. The firm's U.S. large-cap value strategy, known as the TCW Relative Value Large Cap, targets mid- to large-cap stocks that are undervalued due to temporary conditions but possess fundamental catalysts or competitive advantages for long-term appreciation.^[63] This approach employs rigorous fundamental analysis to construct portfolios focused on companies with strong balance sheets and growth potential, aiming for capital appreciation while managing downside risk.^[64] In international equities, TCW offers funds like the TCW Global Premier Equities Fund, which invests in a diversified portfolio of global stocks outside the U.S., prioritizing high-quality companies with sustainable competitive edges and attractive valuations.^[65] For emerging markets, the TCW White Oak Emerging Markets Equity Fund adopts a long-only strategy, selecting high-quality businesses through bottom-up fundamental research to capture growth in developing economies while mitigating volatility.^[66] These equity offerings collectively underscore TCW's commitment to non-indexed, research-driven selection processes that seek alpha generation over broad market benchmarks.^[14] TCW's alternative investments extend this value discipline into illiquid and specialized asset classes, including private credit, real assets, and multi-asset solutions. In private credit, TCW specializes in originating senior-secured loans to U.S. middle-market borrowers, focusing on collateralized opportunities that provide attractive risk-adjusted returns through direct lending.^[67] For real assets, the firm manages commercial real estate investments via its affiliate Buchanan Street Partners and has recently entered the private real estate debt market to capitalize on secured lending against property assets.^[68] Multi-asset solutions, such as the TCW Private Asset Income Fund, allocate primarily to private asset-backed credit strategies, blending income generation with diversification for qualified investors seeking exposure to non-traditional markets.^[8] These alternatives are designed with a value-oriented lens, emphasizing thorough due diligence and active portfolio construction to navigate illiquidity premiums.^[68] Across both equities and alternatives, TCW integrates environmental, social, and governance (ESG) factors as a core element of its investment process, guided by a proprietary Sustainable Investment Framework developed under the leadership of its Sustainable Investment Group.^[69] This framework embeds ESG research into fundamental analysis, scoring opportunities for risk and opportunity alignment, as seen in ESG-promotion sub-funds like the TCW Global Premier Sustainable Equities Fund.^[65] Recent priorities under executive direction have expanded ESG application to alternatives, ensuring holistic consideration in private credit and real asset selections to enhance long-term resilience and returns.^[70]

References

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Our Firm
**Summary of TCW Group Overview:**
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The TCW Group, Inc. - Fitch Ratings
Mar 9, 2023 · TCW is a Los Angeles-based investment management firm founded in 1971. Managed assets include investments spanning fixed-income, equity and alternative ...
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The TCW Group - Prosper Funds
Founded in 1971 in Los Angeles, California, the TCW Group manages over USD 195 billion in assets and has 650 employees in 11 offices in the United States ...
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[PDF] TCW Investment Management Company LLC - Morgan Stanley
Mar 28, 2025 · TCW Investment Management is an SEC-registered investment adviser providing investment management and advice for various strategies, including ...
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TCW Fixed Income ETF Platform Crosses $1 Billion in Assets Under ...
The TCW Group, Inc., a leading global asset manager, today announced that its recently-launched fixed income ETF platform now manages in excess of $1.2 billion ...
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TCW Launches the TCW Private Asset Income Fund to Deliver ...
The TCW Private Asset Income Fund delivers private market access to wealth investors supported by TCW's multi-decade experience record investing.<|control11|><|separator|>
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TCW manages fixed income, emerging markets, equities, and alternative assets, including private credit and asset-backed finance.Investment Ideas · Your TCW Team · Sustainable Investment Policies · Our Firm
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Oct 28, 2021 · In 1971, the 27-year-old Day founded Trust Company of the West (TCW) in downtown Los Angeles. The fledgling asset management firm started with ...
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An American businessman, investor and philanthropist, Robert Addison Day founded Trust ... high-net-worth individuals from around the world. W. M. Keck Foundation
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An opportunistic, value driven strategy that invests in domestic and international fixed income sectors, with up to 20% of assets in high yield securities. With ...
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TCW is a leading global asset management firm with over five decades of experience, managing $201bn in assets since 1971, with a team-managed approach.
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The TCW Group, a leading global asset manager, today announced the close of TCW CLO 2025-1, a $400 million collateralized loan obligation (CLO) fund.
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### Summary of Katie Koch's Biography
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May 14, 2006 · Background: Founded Trust Co. of the West in 1971 with $1.5 million. Trust Co. eventually became investment manager TCW Group. In 2001, Day sold ...
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None
Summary of each segment:
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Aug 9, 2012 · Carlyle Group said it will acquire TCW Group Inc. from Societe Generale SA as the French bank moves away from the asset-management business ...
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Aug 8, 2012 · Updated. Carlyle Group and TCW management will acquire The TCW Group from Paris-based Societe Generale. Financial terms were not disclosed.
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Nippon Life Insurance Company, Japan's largest private life insurance company, will purchase a 24.75% minority stake in TCW from The Carlyle Group.
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TCW Announces Completion of Nippon Life Insurance Company's ...
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Nippon Life to Acquire Stake in Money Manager TCW From Carlyle
Dec 1, 2017 · After Nippon Life completes its transaction, TCW management and employees will own 44.07 percent of the firm, the insurer said. Formed in ...
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TCW Continues Strong Growth in Alternative Credit with Close of ...
TCW closed a $400M CLO, more than doubled alternative credit assets since 2020, manages 13 CLOs with $5.4B AUM, and launched a CLO ETF.Missing: presence 2013-2025
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TCW Accelerates Growth in Alternative Credit Through Expanded ...
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TCW Fixed Income strategies seek to provide better portfolio outcomes that allow investors to capitalize on attractive alpha opportunities while actively ...
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Fixed income investments entail interest rate risk, the risk of issuer default, issuer credit risk, and price volatility risk. Funds investing in bonds can lose ...
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TCW MetWest Total Return Bond Fund - I Share MWTIX
Historical NAVs. Download. DISCLOSURE. The performance data presented represents past performance and is no guarantee of future results. Returns assume all ...
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[PDF] TCW Relative Value Large Cap
Philosophy: A strategy seeking undervalued, large cap stocks where the company has a fundamental catalyst or competitive advantage which will ultimately be ...
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TCW Global Premier Equities Fund - AEHE
TCW expresses the overwhelming majority of its fixed income strategies through the cash markets. As such, the use of derivatives is generally modest.
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TCW White Oak Emerging Markets Equity Fund - I Share TWOEX
The team aims to construct a long-only, diversified portfolio of high-quality businesses at attractive valuations based upon rigorous fundamental analysis.
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Alternatives - TCW
TCW offers a range of alternative investment strategies. For more information, please contact one of our US Institutional Sales Representatives.
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