Tim Bacik

Provides investment management solutions

AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.

Functions as a College/University

LMCG applies various portfolio construction and risk assessment skills in managing portfolios across a broad risk/return spectrum. The firm utilizes a combination of top-down and bottom-up analysis and both fundamental and quantitative tools to construct their portfolios. Core investment capabilities include global equity, fixed income, and absolute return/relative value credit.

VAAM aims to provide above average returns through active management, coupled with extensive, well-grounded research. Their research has indicated that yield is the primary source of return on a long-term basis and that returns vary significantly among different sectors and individual issues. Therefore, they concentrate on identifying the best combination of yield and relative value within their duration parameters. The firm employs a systematic, disciplined approach that encompasses three key elements: (1) limited duration, (2) analyze the yield curve to discover pricing anomalies, and (3) implement trading strategies to add value.

LGIM America specializes in fixed income, liability driven investment (LDI) solutions and index capabilities for the US institutional market.