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Aspiriant Risk-managed Equity Allocation Fund Advisor Shares (RMEAX)

Fundos dos EUA

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16,31 0,00 0,00%

06/06 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 1,33B

Tipo: Fundo

Mercado: EUA

Emissor: Aspiriant

Subjacente: MSCI ACWI Net USD

Classe de Ativo: Ações

RMEAX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Aspiriant Risk-managed Equity Allocation Fund Advisor Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de RMEAX, entre outras informações.

Categoria

World Large-Stock Blend

Total de ativos

1,33B

Despesas

0,27%

Data de início

41368

Informações de Contato

Endereço 235 West Galena Street
Milwaukee,WI 53212
United States

Telefone 1-877-997-9971

Site www.aspiriantfunds.com

Principais Executivos

Nome	Título	Desde	Até
Michael Branch	Senior Portfolio Manager	2024	Agora
Biografia	Michael Branch, CFA® — Michael Branch is a Senior Portfolio Manager and Manager of Portfolio Research at Aperio Group LLC (Aperio), a position he has held since 2012. He is responsible for leading the research efforts that support the implementation and enhancement of existing strategies as well as new strategy development. He received his Bachelor’s degree in Finance from the University of Arizona. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Michael Branch was a Portfolio Research, Trading, and Analytics Associate at Aperio Group LLC (Aperio). Michael co-authored “Factoring Probability” with Lisa Goldberg and Ran Leshem; it was published in Risk-Based and Factor Investing in 2015. He was the sole author of “The Case for Global Stock Portfolios,” published in the Journal of Indexes in 2011.
Willie Kwan	Portfolio Manager	2024	Agora
Biografia	Willie Kwan is a Lead Portfolio Manager at Aperio and shares primary responsibility for managing the portfolio analysis efforts of Aperio. Mr. Kwan also provides analytical support in the research, portfolio management, and trading of client portfolios. Prior to joining Aperio in 2016, he was a Senior Manager at Charles Schwab Investment Management, where he was the index subject matter expert. Before Schwab, he managed the portfolio analytics content team at Thomson Reuters. He received his BA in Economics from Brandeis University.
Steven C. Angeli	Senior Managing Director	2024	Agora
Biografia	Steven C. Angeli, CFA, is a Senior Managing Director and Equity Portfolio Manager of Wellington Management. Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team. He is also a member of both the Growth and Capital Appreciation Investment Groups. His investment focus has been on small- and mid-cap growth companies globally. Prior to joining Wellington Management in 1994, Steve was an associate analyst focusing on fixed income securities, including debt/equity private placements at Fidelity Management and Research (1990 — 1992). Steve earned his MBA from the University of Virginia (Darden, 1994) and his BS in finance from Boston College (1990). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Anthony Hene	Portfolio Manager	2022	Agora
Biografia	Mr. Hene is a portfolio manager for GMO’s Quality Strategies and a member of the Focused Equity team. He is also a member of the GMO Board of Directors and a partner of the firm. Previously at GMO, he was engaged in portfolio management within the Global Equity team. Mr. Hene joined GMO full-time in 1995. He has an MSc in Biochemistry from the University of Oxford and is a CFA charterholder.
Ty Cobb	Portfolio Manager	2022	Agora
Biografia	Mr. Cobb is a portfolio manager for GMO’s Quality Strategies. He is a member of the Focused Equity team and a partner of the firm. Previously at GMO, he led the fundamental research group for the Global Equity team. Prior to joining GMO in 1997, he worked at Brown Brothers Harriman. Mr. Cobb received a bachelor's degree in Economics/Russian Language from Bucknell University and an MS in Finance from Suffolk University. He is a CFA charterholder.
Thomas R. Hancock	Portfolio Manager	2022	Agora
Biografia	Dr. Hancock is the head of the Focused Equity team, a portfolio manager for GMO’s Quality Strategies and a partner of the firm. Previously at GMO, he was co-head of the Global Equity team. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds BS and MS degrees from Rensselaer Polytechnic Institute and a PhD in Computer Science from Harvard University.
Brian Ko	Portfolio Manager	2017	Agora
Biografia	Brian Ko is a Portfolio Manager at Aperio and shares primary responsibility for managing the portfolio analysis efforts of Aperio. Brian also provides analytical support in the research, portfolio management, and trading of Aperio’s client portfolios. Prior to joining Aperio in 2014, he was a Senior Client Operations Associate at Lateef Investment Management from 2012 to 2014. Brian was also a Fund Accounting Manager with State Street Bank and Trust. He received his BS in Managerial Economics from the University of California, Davis, and his MS in Financial Analysis from Saint Mary’s College of California.
John Allen	CIO (Chief Investment Officer)	2015	Agora
Biografia	John Allen, CFA, CAIA, is Chief Investment Officer (“CIO”) at Aspiriant, LLC. Mr. Allen joined Aspiriant, LLC as CIO in 2014. Prior to joining Aspiriant, LLC he was a senior member of the client service team at Grantham, Mayo, Van Otterloo (“GMO”) from 2009 to 2014. Prior to joining GMO, Mr. Allen was Head of Investments at a large family office. He began working in the financial services industry in the investment banking department at Donaldson, Lufkin & Jenrette and business consulting practice of Stern Stewart & Company.
Marc Castellani	Managing Director	2015	Agora
Biografia	Marc Castellani, CFA, CAIA, CIMA, is Managing Director of Investment Strategy & Research at Aspiriant, LLC. Mr. Castellani joined Aspiriant, LLC in 2015. Prior to joining Aspiriant, LLC, he worked at J.P. Morgan Private Bank in Los Angeles from 2012 to 2015. Prior to joining J.P. Morgan Private Bank, he worked at U.S. Trust from 2010 to 2012. Previously, Mr. Castellani worked in Merger and Acquisitions of J.P. Morgan and Banc of America Securities. He began his career in the financial services industry as an Associate in the corporate finance advisory practice of Stern Stewart & Company.
Ran Leshem	CO-HEAD OF APERIO & CHIEF INVESTMENT OFFICER	2014	Agora
Biografia	As Co-Head and CIO of Aperio, Ran directly oversees portfolio management, research, trading, and technology while working closely with Liz Michaels to oversee the day-to-day operations and set the overall strategic direction for Aperio. Ran began his career as a management consultant at PricewaterhouseCoopers, where he modeled consumer markets and large complex decisions. From there, he worked for Woosh!, a startup business that enabled merchants to sell their products through various web channels. He also spent three years at Orient Overseas Container Line and two years at The Gap, where he built decision-analysis systems using forecasting and optimization to improve operations and inventory management.

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Nome	Preço	Variação	Var. %
Aspiriant Risk-Ma.	16,31	0,00	0,00%
DJ Target 2015	365,12	-0,06	-0,02%
KATONTI FUNDO DE .	4,332	+0,004	+0,09%
Templeton Europea.	12,930	+0,150	+1,17%
Sanlam Global Art.	3,563	-0,027	-0,75%
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Pioneer Core Equi.	22,88	0,00	0,00%
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