| Relationships | Role | Relationship Start | Relationship End |
| Keybank National Association | Parent | 2/11/1997 | 2/28/1997 |
| Keycorp Asset Management Holdings, Inc. | Parent | 2/20/1996 | 2/10/1997 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Victory Capital Management Inc. | Buyer | Discontinued | 3/1/1997 |