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.
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.
He will also partner closely with Citi's Investment Strategy Committee to bring cutting edge techniques to the GWM asset allocation process.
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.
They feature active management by the Thrivent Investment Strategy Committee, which reviews the allocations quarterly and may revise them based on changing market and economic conditions.
He will be a member of the Investment Strategy Committee, responsible for setting the top down direction for both the firm's equity and fixed income investments.
In addition, he will serve as a member of the firm's Investment Strategy Committee, contributing his unique insights on the global capital markets to the assessment of investment opportunities and development of portfolio management strategies for the firm's substantial and growing clientele.
Before Helm joined WM Advisors as a vice president and senior portfolio manager, he spent two years in the same capacity with Northwestern Trust and Investors Advisory Company in Seattle, where he managed the firm's value fund and was a member of the company's investment strategy committee.
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