Investment strategy committee

Investment strategy committee

A committee within a brokerage firm that conducts research and makes recommendations on the firm's stated investment strategy.

Investment Strategy Committee

A group in a brokerage that researches and reports to both the firm and the firm's clients on market trends and how they affect the firm's investment philosophy. The investment strategy committee advises clients on how much capital to invest in different types of securities; it may also identify industries that the committee believes are particularly bullish or bearish. The firm's chief economist and research director are usually members of the investment strategy committee.
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Prior to that, he was the firm's Chief Investment Officer for Europe, the Middle East and Africa (EMEA) and Managing Director of US Equity, and also served as a member of Russell's Investment Strategy Committee, which governs all of the firm's investment decisions worldwide.
Previously, he was chief investment officer at Boston-based Bingham Legg Advisors and also a portfolio manager at Emerson Investment Management, where he served as co-chairman of the Investment Strategy Committee.
At State Street, he served as chairman of the Investment Strategy Committee of the Trust and Investment Group.
Edwards UMP umbrella, strategic asset allocation guidelines are set by the firm's Investment Strategy Committee.
Edwards has just released the 2007 outlook report from its Investment Strategy Committee.
Parry most recently was a Managing Director at Hartford Investment Management where he served as Head of Fixed Income Trading and was a member of its Investment Strategy Committee.
In May, Schwab's Investment Strategy Committee updated its model portfolio guidelines, calling for an overweighting of cash and underweighting of stocks.
He will also partner closely with Citi's Investment Strategy Committee to bring cutting edge techniques to the GWM asset allocation process.
Powell will join Private Wealth's Investment Strategy Committee and continue to serve as a member of its Investment Policy Committee, Private Equity Committee, and as chairman of its Hedge Fund Committee.
Having served as a Director of Investment Research and Investment Strategy Committee member on the buyside of Wall Street and a Director of Investment Research and Commitment Committee member on the sellside, Mr.
Thrivent Investment Management's asset allocation funds feature active management by the Thrivent Investment Strategy Committee led by Chief Investment Officer Russell Swansen, which reviews the funds' and portfolios' allocations quarterly and may revise them based on changing market and economic conditions.
She will be a member of the investment strategy committee, a group of senior investment professionals at The Hartford responsible for analyzing economic data and determining strategic positioning for the portfolios.
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