Brian Hopkinson

GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets.

Provides institutional retirement, asset management, insurance and investment services

UBS Trust utilizes independent investment management firms as advisors in the management of its portfolios. They buy and sell securities within each portfolio based on the independent advisor's recommendations. The firm uses qualitative and quantitative analysis to search for appropriate investment advisors to make the buy and sell recommendations for the portfolios. An advisor may be hired only after undergoing a rigorous screening process. That includes an assessment of an advisor's history, assets under management, investment discipline and performance consistency through market cycles. Once an advisor is included in the UBS Trust program it is continually monitored. The ongoing investment advisor review is a process that ensures that the portfolio complies with the investment parameters in its portfolio disclosure document, which states the objective of the portfolio and its investment parameters and that the advisor is conducting its duties with the same style and discipline that led to its original appointment. UBS also ensures that the advisor is applying the same or better resources and commitment for which it was originally chose and and the interests of plan participants are safeguarded. Periodically, the Trust and Investment Committee for UBS Trust meets to formally review the portfolios. On an annual basis a meeting with each advisor takes place. If an advisor underperforms, its benchmark for three consecutive quarters the meeting schedule for that advisor is accelerated.

Functions as a College/University

Provides investment management services