Roger Nusbaum

FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.

Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

YSF employs a sector specific tactical allocation from a top-down perspective. This style begins with a look at the overall economic picture and current market conditions and then narrows down to sectors, industries, and ultimately to individual companies. Fundamental analysis is used to select each individual security and technical analysis is used to determine buying or selling timelines. Systematic risk is managed by tactical allocation of assets and overall asset allocation. Non-systematic risk is managed by diversifying and monitoring fair value.

Functions as a College/University