Lin Ying Zou

Emerson Investment Management offers balanced portfolios that are customized to meet each client's investment objectives and risk tolerance. The firm's investment strategy employs customized asset allocation of equity and fixed-income securities. Their approach emphasizes diversification. Emerson strives to spread risk over several types of asset classes in order to navigate cyclical ups and downs and produce consistent returns over time. Emerson's investment strategies include: Large-Cap Growth, Large-Cap Value, Mid-Cap Stocks, Small-Cap Stocks, International, Fixed-Income and Alternative Investments. The firm's Large-Cap Growth strategy focuses on investments in the stocks of large-cap companies that have the potential to increase earnings faster than the overall market. Their Large-Cap Value strategy seeks to invest in the common stocks of large-cap companies that are undervalued by the market but have a favorable long-term outlook. Emerson's Mid-Cap Equity strategy seeks to capitalize on investments in mid-sized companies. The firm's Small-Cap equity strategy seeks to provide more rapid and more aggressive growth than investments in blue-chip companies. Their International strategy focuses on investment opportunities in established and emerging global markets. Emerson's Fixed-Income strategy invests in seeks to provide predictable stability in both returns and income through investments in bonds and Treasury funds. The firm also offers alternative investments including: real estate, commodities and natural resources.

Provides investment advice for Foundations

Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection.

SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable.

Functions as a College/University