Sentences with phrase «institutional equity portfolio»

Victoria Higley, ASIP, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Kate Mead, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Thomas Melendez is an investment officer at MFS Investment Management ® (MFS ®) and an institutional equity portfolio manager of the firm's global equity portfolios.

Ben Kottler, CFA, is an investment officer and an institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

James Keating, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Camille Humphries Lee, CFA, is an investment officer and an institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Prior roles at MFS include institutional equity portfolio manager of the firm's global and international equity portfolios and product manager.

Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®).

Not exact matches

Fairview is the pioneer in developing next generation private equity manager portfolios for institutional investors.

With a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutions.

April 28, 2016: Private assets, including private equity and commercial real estate, constitute major components of the portfolios of many institutional investors, but risk management for these asset classes has not kept pace.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst and UK portfolio manager.

He has oversight of MFS» global team of equity portfolio managers, equity institutional management, equity research analysts and equity traders.

Jeffrey D. Morrison, CFA, is an investment officer, equity portfolio manager and institutional portfolio manager at MFS Investment Management ® (MFS ®).

Her experiences reach from hedge fund portfolio management to private asset capital management and institutional equity sales.

Over a 14 - year period, Mr. Moysiuk led the creation and development of a significant institutional private equity business and portfolio, which generated exceptional investment performance.

AlphaCentric partnered with Integrated Managed Futures Corp for a more traditional, single manager managed futures fund while Catalyst is looking to Millburn Ridgefield Corporation to run a managed futures overlay on an equity portfolio — very institutional like!

Essex manages growth equity portfolios for institutional clients, high net worth clients, mutual funds and private partnerships based on early identification of growth, wherever it exists.

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Strategy.

Over the years, Kevin has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and Equity portfolios that are complemented with a yield enhancing covered call strategy.

Setting aside the fact that performance is a lagging indicator, not a leading one, how do we institutional private equity portfolio managers show our face in our Monday meetings when the hedge fund cats speak in tongues, regularly dropping Greek, Sanskrit, and Cuneiform in their discourses on performance?

Behavioral Finance, Institutional Investor Decision Making; Equity Investments, Performance Measurement and Evaluation, Specific Investor Issues, Institutional Investors, Portfolio Management: Equity Portfolio Management Strategies

Institutional investors widely use ETFs in their equity portfolios, and not just to gain domestic exposures.

The research suggests institutional investors will likely only be able to achieve «low - to mid-single digit returns on traditional 60/40 portfolios of equities and fixed income» for the foreseeable future.

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

Federated EM Equity (FGLEX)-- a $ 13 million institutional fund with a $ 1 million minimum, not quite five years old and a mostly mega cap portfolio.

18 Asset manages «long - only» Canadian Equity portfolios (no derivatives, leverage or short selling) for Institutional and Private Clients.

If bond values drop, balanced funds and institutional investors are often forced to sell equity positions and buy bonds to re-balance their portfolios.

Part 1 of this article looked at the ways in which superannuation funds and other institutional investors build «multi-manager» equity portfolio structures in an attempt to spread the benefits of diversification within, and not just across, asset classes.

As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles.

Phil is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Alex was a pioneer in the use of equity derivatives and exchange traded funds (ETFs) in institutional and high - net - worth portfolios.

«Factors driving this PE activity include low interest rates, a growing economy, the reduction in marginal federal income tax rates, the relative outperformance of domestic middle market private equity compared to other asset classes, benign credit markets and the rebalancing of portfolios by institutional investors.»

«Equity Office is hoping that the acquisition environment improves within a reasonable period of time so that they can get their core portfolio back up to where it alone is covering their dividend,» said analyst John Robertson, a principal with RREEF America LLC, which advises institutional investors.

The event bring together the best minds in the emerging markets arena — leading institutional & private equity investors, hedge funds, portfolio & asset managers, economists & policymakers — to weigh in on these issues and present best practice strategies.