Ken Frey

The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.

SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.

GSAM SV seeks capital preservation and current income for their clients. The firm uses a team approach to manage stable value and fixed-income portfolios. The sector specialists that work with research professionals has the primary responsibility for security selection. They employ processes that are unique to each sector including: establishing initial security universes, screening to a working universe, analyzing issues and issuers and determining which securities meet their investment objectives.

Provides insurance services

Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs).

Functions as a College/University

Functions as a College/University

IMA manages customized fixed income portfolios on a discretionary basis by primarily allocating assets among municipal securities, corporate debt securities, US government securities, agency securities, mortgage pass-through securities and money market funds. Their investment process and philosophy is centered on active sector and security selection.

Functions as a College/University