Perfil
Mr. Roberto J.
Isch, CFA, is a Managing Director & Portfolio Manager at Wellington Management Co. LLP.
He joined the firm in May 2012.
Mr. Isch conducts original research and advises clients on a variety of investment topics including manager evaluation, portfolio construction, and risk management.
He also contributes to the firm’s manager research platform analyzing key investment trends across the firm’s equity, multi-asset, and alternative strategies.
He is a member of the Fundamental Factor Platform Investment Team which applies a factor-based framework to create innovative, new strategies to solve client challenges and meet customized objectives.
He also serves as a portfolio manager on certain multi-manager solutions offered by the firm.
He is a member of the Hedge Fund Review Group, Systematic Investor Review Group, Wellington Funds Group Investment Committee, and several risk advisory committees.
Prior to joining Wellington Management, Mr. Isch spent six years at FactSet Research Systems Inc. from 2006 up to 2012.
He was a Quantitative Specialist from 2008 up to 2012 and a Consultant from 2006 up to 2008.
Mr. Isch earned his BA in Political Science from the College of the Holy Cross in 2006.
Additionally, he holds the Chartered Financial Analyst designation and is a Member of the CFA Society Boston.
Cargos activos de Roberto J. Isch
| Empresas | Cargo | Inicio |
|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Miembro del Comité de Inversión | 01/05/2012 |
Formación de Roberto J. Isch.
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| Empresas privadas | 2 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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