The Investor First Methodology 

Success doesn’t happen by accident. Each portfolio manager must meet the rigorous standards required by our Investor First Process, which includes the following four steps:  

Quantitative Analysis

Analyze

Step 1: Quantitative Analysis

We apply quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation.

Qualitative Analysis

Evaluate

Step 2: Qualitative analysis

With a forward-looking approach, we analyze the manager's investment philosophy, portfolio construction process, organizational structure, and other pertinent factors.

Investment Manager Recommendation

Select

Step 3: Investment manager recommendation

Through an objective, evidence-based, and collaborative process, these quantitative and qualitative analyses are combined to form a recommendation that is vetted by our Investment and Investment Risk committees.

Continuous Monitoring

Monitor

Step 4: Continuous monitoring

Fund managers are continuously monitored on a daily, weekly, monthly, and quarterly basis for investment performance, adherence to style, compliance with objectives, and other important criteria. Managers not meeting expectations are subject to replacement.

The Investor First℠ Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry. This process only applies to funds advised by Transamerica Asset Management, Inc. (TAM) and not to non-proprietary funds.

TAM is an SEC-registered investment adviser. The funds advised and sponsored by Transamerica Asset Management, Inc. include Transamerica Funds, Transamerica Series Trust, and DeltaShares® exchange-traded funds. Transamerica Asset Management, Inc., is an indirect wholly owned subsidiary of Aegon N.V., an international life insurance, pension, and asset management company.

Mutual Fund Prospectus  

IMPORTANT INFORMATION

Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.

Mutual funds are sold by prospectus. Before investing, consider the funds' investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus. Please click here, or contact your financial professional to obtain a prospectus or, if available, a summary prospectus containing this information. Please read it carefully before investing.

The COVID-19 pandemic has caused substantial market disruption and dislocation around the world including the U.S. During periods of market disruption, which may trigger trading halts, the fund’s exposure to the risks described elsewhere in the prospectus will likely increase. As a result, whether or not the fund invests in securities of issuers located in or with significant exposure to the countries directly affected, the value and liquidity of the fund’s investments may be negatively affected.

Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, Inc. (TCI) member of FINRA.  

1801 California St., Suite 5200, Denver, CO 80202.