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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In this role, she developed strategies for Latin American clients, was a member of the Global Asset Allocation committee and chaired the local Investment Strategy Committee.
Paul Welch will continue as chairman of the firm's investment strategy committee and as portfolio manager.
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.
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