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Kathy Lalone
Analyst-Equity en
Innovest Portfolio Solutions LLC
.
Perfil
Ms. Kathy Lalone is an Senior Manager at Innovest Portfolio Solutions LLC.
She is a member of the Client Service Team, responsible for the design and production of client performance reports, participant newsletters and other client reporting needs.
Ms. Lalone has worked in the photoreceptor industry for almost 15 years with experience in manufacturing, product development and finance.
Ms. Lalone graduated from the University of Missouri – Rolla with a Bachelor of Science in mechanical engineering, and from the University of Rochester with a Master of Business Administration.
Cargos activos de Kathy Lalone
| Empresas | Cargo | Inicio |
|---|---|---|
Innovest Portfolio Solutions LLC
 Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Analyst-Equity | - |
Formación de Kathy Lalone.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
10
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Finance |
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