Dernière minute
Obtenir 50 % de réduction 0
NVDA affiche un gain massif de 197% depuis que notre IA l'a repérée en novembre - Est-ce le moment de vendre ? 🤔 Lire plus
Fermer

Riverfront Asset Allocation Growth & Income Class I (0P0000O54K)

Créer une alerte
Nouveau!
Créer une alerte
Site web
  • Comme une notification d'alerte
  • Pour accéder à cette fonctionnalité, veuillez vous assurer que vous êtes bien connecté à votre compte
Application mobile
  • Pour accéder à cette fonctionnalité, veuillez vous assurer que vous êtes bien connecté à votre compte
  • Veuillez vous assurer que vous êtes bien connecté au même profil d'utilisateur

Condition

Fréquence

Une fois
%

Fréquence

Fréquence

Mode de réception

Statut

Ajouter au/Supprimer du portefeuille Ajout au Portefeuille
Ajouter à la Watchlist
Ajouter position

Position ajoutée avec succès à :

Veuillez attribuer un nom à votre portefeuille de titres
 
13,680 -0,030    -0,22%
28/06 - Fermé. Devise en USD ( Responsabilité )
  • Rating de Morningstar:
  • Actif total: 42,31M
Type:  Fonds
Marché:  États-Unis
Emetteur:  ALPS
Catégorie d'actif:  Action
RiverFront Dynamic Equity Income Fund Class I 13,680 -0,030 -0,22%

Vue d'ensemble 0P0000O54K

 
Sur cette page vous trouverez un profil détaillé de Riverfront Asset Allocation Growth & Income Class I. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P0000O54K entre autres informations.
Catégorie

Allocation--50% to 70% Equity

Actif total

42,31M

Dépenses

0,25%

Date de création

02/08/2010

Contact

Adresse 1290 Broadway, Suite 1100
Denver,CO 80203
United States
Téléphone +1 8667595679

Principaux dirigeants

Nom Titre Depuis Jusqu’à
Kevin Nicholson Director of Portfolio Risk Strategy 2023 Maintenant
Biographie Kevin Nicholson, CFA: Chief Market Strategist, COO of RiverShares Division Kevin serves as Chief Market Strategist and COO of RiverShares Division and is responsible for raising and deploying cash in the portfolios, as well as determining which asset classes to use as funding or investment sources when making the tactical allocation decisions in the RiverFront strategies. Kevin's career has spanned over 25 years and during that time he has served in various capacities in trading, portfolio management and risk management. He joined RiverFront in 2010 and served as the senior Fixed Income Portfolio Manager for 2 years and the Chief Risk Officer for 4 years. In his role as Chief Market Strategist, his primary responsibility is implementing the tactical asset allocation shifts in the firm’s strategies. In addition, Kevin serves on the firm’s Investment Committee. He is also a regular guest on financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Kevin earned a BA in Business and Economics from Randolph-Macon College and an MBA from Virginia Commonwealth University. He earned his CFA designation in 2014.
Adam Grossman Manager 2023 Maintenant
Biographie Adam serves as the Global Equity CIO, responsible for the investments of the US Equity and International Equity teams. In addition, he serves as the Co-Head of the Investment Committee and serves on the Operating Committee. He brings nearly 20 years’ worth of industry experience in quantitative risk management and portfolio analytics. Adam is responsible for the equity decisions made in the various strategies and the development of the factor models used in the investment processes at RiverFront. Prior to joining RiverFront, Adam worked at the Virginia Retirement System (VRS), where he managed International Equity and REIT Portfolios and developed research on equity selection and portfolio construction. He began his investment career as a fixed income analyst at VRS. Adam earned a BS from Baldwin-Wallace College with a double major in Mathematical Economics and Finance, and an MA in Financial Economics from Virginia Commonwealth University. He received his Chartered Financial Analyst® designation in 2009.
Scott Hays Lead Portfolio Manager and Director of Operations, RiverShares 2020 2023
Biographie Scott serves as Lead PM and Director of Operations, RiverShares. Additionally, he serves as a portfolio manager for our mutual fund and Advantage products and leads asset allocation research. He serves on the firm’s Investment Committee. Prior to RiverFront, he co-founded and served as Chief Investment Officer of an alternative asset management company that employed a quantitative market-neutral equity approach. He also worked at Analysis Group, a financial and economic consulting firm. He received his BBA from Millsaps College, MBA from the University of Chicago and received his CFA in 2018.
Bill Ryder Director of Small/Mid Cap Portfolio Management 2018 2022
Biographie Bill serves as Director of Quantitative Market Strategy bringing more than 20 years of experience in the business. In his current role, Bill has worked to develop a number of quantitative tools that provide market signals to the team; focusing on time periods of 1 to 3 months. Prior to launching RiverFront, Bill was Director of Quantitative Strategy at Wachovia Securities and its predecessor firms. Bill joined the Investment Strategy Department of Wachovia Securities (Wheat First Butcher Singer) in 1991 and during his time there also served as a portfolio manager for separately managed and mutual fund portfolios. Bill is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT).
Rebecca Felton Dir.Portfolio Risk Mgmt 2019 2020
Biographie Rebecca serves as Senior Market Strategist. She is responsible for implementing the investment model provided by Chautauqua Capital Management. She brings over 30 years of industry experience to this role. In addition, she serves on the firm's Investment Committee. Rebecca has been with RiverFront since the company’s founding in 2008. She was previously at Wachovia Securities where she served as Senior Vice President and Senior Portfolio Manager for the Wachovia Compass Advisory Program. Additionally at Wachovia, she managed relationships with the firm's national research providers and was responsible for communicating research recommendations to the retail system through live daily broadcasts, written reports and branch seminars. Rebecca earned a BS in Business Administration from the University of Richmond and an MBA from Virginia Commonwealth University.
Kevin Nicholson Director of Portfolio Risk Strategy 2015 2020
Biographie Kevin Nicholson, CFA: Chief Market Strategist, COO of RiverShares Division Kevin serves as Chief Market Strategist and COO of RiverShares Division and is responsible for raising and deploying cash in the portfolios, as well as determining which asset classes to use as funding or investment sources when making the tactical allocation decisions in the RiverFront strategies. Kevin's career has spanned over 25 years and during that time he has served in various capacities in trading, portfolio management and risk management. He joined RiverFront in 2010 and served as the senior Fixed Income Portfolio Manager for 2 years and the Chief Risk Officer for 4 years. In his role as Chief Market Strategist, his primary responsibility is implementing the tactical asset allocation shifts in the firm’s strategies. In addition, Kevin serves on the firm’s Investment Committee. He is also a regular guest on financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Kevin earned a BA in Business and Economics from Randolph-Macon College and an MBA from Virginia Commonwealth University. He earned his CFA designation in 2014.
Devakumaran Meenakshisundaram Business Manager 2018 2020
Biographie Deva oversees the development and design of RiverFront’s asset allocation process and supports the Risk Management team with a quantitative and analytical Risk Management framework. He is responsible for establishing quantitative model governance and best practices across the firm, while supporting overall investment processes with mathematical and statistical decision making tools. Deva’s role provides guidance and leadership to the technology team to provide efficient support and effective completion of projects across the firm. Prior to joining RiverFront, Deva spent more than a decade in the investment industry, first at Chesapeake Capital developing trade execution strategies and then at Capital One in the Marketing Analytics group. Additionally, Deva served as a consultant with RiverFront as early as 2009. He earned a Bachelor’s in Chemical Engineering and a Master’s in Mathematics from the Birla Institute of Technology and Science, Pilani, India. He also holds a Master’s in Environmental Engineering from the University of Cincinnati and an MBA from the University of Chicago.
Michael P. Jones CIO (Chief Investment Officer) 2010 2019
Biographie Michael Jones, CFA: Chairman of RiverFront and President and CEO of the RiverShares Division Michael brings close to 30 years of global investment experience to his role. Michael’s primary investment responsibility is setting the firm’s overall asset allocation strategy. In addition, he serves on the firm’s Investment Committee. Prior to launching RiverFront in 2008, Michael was the Chief Investment Officer at Wachovia Securities from 2002. Michael earned a BA in Economics from the College of William and Mary and an MBA from the Wharton School at the University of Pennsylvania. He received his CFA designation in 1990.
Adam Grossman Manager 2015 2018
Biographie Adam serves as the Global Equity CIO, responsible for the investments of the US Equity and International Equity teams. In addition, he serves as the Co-Head of the Investment Committee and serves on the Operating Committee. He brings nearly 20 years’ worth of industry experience in quantitative risk management and portfolio analytics. Adam is responsible for the equity decisions made in the various strategies and the development of the factor models used in the investment processes at RiverFront. Prior to joining RiverFront, Adam worked at the Virginia Retirement System (VRS), where he managed International Equity and REIT Portfolios and developed research on equity selection and portfolio construction. He began his investment career as a fixed income analyst at VRS. Adam earned a BS from Baldwin-Wallace College with a double major in Mathematical Economics and Finance, and an MA in Financial Economics from Virginia Commonwealth University. He received his Chartered Financial Analyst® designation in 2009.
Doug Sandler Portfolio Manager 2010 2018
Biographie Doug Sandler, CFA: Global Strategist Doug serves as Global Strategist, bringing more than 25 years of investment experience to the firm. In addition, he serves on the firm’s Board of Directors and the firm’s Investment Committee and Leadership Group. In his current role, Doug serves as a ‘bridge’ between the investment team, the sales team and outside due diligence departments. He is also a spokesperson for the organization and is a regular guest on the financial news channels (CNBC, Bloomberg) and is frequently quoted in the financial press. Prior to his current role Doug was RiverFront’s Chief US Equity Officer and also served as a Managing Director and Chief Equity Strategist for Wachovia Securities. Doug earned a BS in Accounting and an MBA from the University of Richmond, graduating with honors. He received his CFA designation in 1997.
Charte de discussion

Nous vous encourageons à utiliser les commentaires pour engager le dialogue avec les autres utilisateurs, partager votre point de vue et poser des questions aux auteurs et utilisateurs. Toutefois, afin de maintenir un niveau de dialogue de qualité, veuillez garder à l'esprit les éléments suivants:

  • Enrichissez les débats.
  • Restez concentré et évitez les hors-sujets. Ne postez que du contenu lié au sujet abordé.
  • Soyez respectueux. Même les opinions négatives peuvent être appréhendées positivement et avec diplomatie. 
  • Utilisez un style d’écriture standard. Soignez la ponctuation et utilisez les majuscules et minuscules.
  • REMARQUE: Le spam et/ou les messages promotionnels et les liens insérés dans un commentaire seront retirés.
  • Évitez les insultes, la calomnie ou les attaques personnelles dirigées contre un auteur ou un autre utilisateur.
  • Seuls les commentaires en français sont autorisés.

Les auteurs de spam ou d'abus seront supprimés du site et interdits d'inscription à la discrétion de Investing.com.

Commentaires sur 0P0000O54K

Exprimez-vous à propos de Riverfront Asset Allocation Growth & Income Class I
 
Êtes-vous sûr de vouloir supprimer ce graphique ?
 
Publier
Publier également sur :
 
Remplacer le graphique actuel par un nouveau graphique?
1000
Vous n’êtes momentanément plus autorisé à commenter, en raison de rapports utilisateur négatifs. Votre statut sera examiné par nos modérateurs.
Veuillez attendre une minute avant de soumettre un nouveau commentaire.
Merci pour votre commentaire. Nous vous informons que les commentaires soumis restent en attente jusqu’à ce qu’ils soient validés par nos modérateurs. C’est la raison pour laquelle leur publication sur notre site peut parfois prendre un certain temps.
 
Êtes-vous sûr de vouloir supprimer ce graphique ?
 
Publier
 
Remplacer le graphique actuel par un nouveau graphique?
1000
Vous n’êtes momentanément plus autorisé à commenter, en raison de rapports utilisateur négatifs. Votre statut sera examiné par nos modérateurs.
Veuillez attendre une minute avant de soumettre un nouveau commentaire.
Ajouter un graphique au commentaire
Confirmer le blocage

Voulez-vous vraiment bloquer %USER_NAME% ?

Si vous continuez, vous et %USER_NAME% ne verrez plus vos publications Investing.com mutuelles.

%USER_NAME% a bien été ajouté à votre Liste d’utilisateurs bloqués

Vous venez de débloquer cette personne et devrez attendre 48 heures avant de la bloquer de nouveau.

Signaler ce commentaire comme inapproprié

Je souhaite signaler ce commentaire comme:

Commentaire signalé

Merci

Le commentaire signalé sera révisé par nos modérateurs
Inscription via Google
ou
Inscription via Email