| Relationships | Role | Relationship Start | Relationship End |
| Wam Holdings, Inc. | Parent | 10/1/1997 | 12/29/2006 |
| Wam Holdings Ii, Inc. | Parent | 3/13/2000 | 12/29/2006 |
| Wam Holdings Ii, Inc. | Parent | 7/2/1998 | 3/12/2000 |
| Woodbridge Capital Management, Inc. | Parent | 12/31/1994 | 9/30/1997 |
| Wam Holdings, Inc. | Parent | 12/31/1994 | 9/30/1997 |
| Security Pacific Investment Group, Inc. | Parent | 12/22/1987 | 3/31/1988 |
| Pacific Century Advisors, Inc. | Parent | 6/7/1985 | 12/21/1987 |
| Munder Uk, Llc | Subsidary | 8/16/1996 | 12/29/2006 |
| World Asset Management | Subsidary | 12/23/1997 | 10/14/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| World Asset Management | Seller | Discontinued | 10/15/2001 |