Mike Stack

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

Designs, develops, manufactures and services aircraft engines for commercial airframes & defense jet engines, avionics & power systems

NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection.

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

Provides insurance, annuities, employee benefits and asset management services

ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs.

Functions as a College/University

Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.

CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client.