Steve Sapra

Analytic Investors employs a quantitative investment approach through which investment recommendations are model-driven. The firm seeks to meet their clients' objectives through rational, systematic identification of market opportunities, while minimizing the impact of human emotions that often dominate investment decision-making. Analytic Investors' quantitative methods bring together the best attributes of individual security selection and unbiased portfolio modeling, yielding a management style that is both disciplined and responsive. In providing investment management services, the firm manages client assets which include long-only and long-short mandates. Analytic Investors offers Low Volatility, Benchmark-Oriented, and Options Programs. Their Benchmark-Oriented strategies include: US Core Equity, US Core Equity Plus, Global Core Equity Plus, US SMID 130/30 Equity, US Value Equity, US Enhanced Equity, and Japan Equity. Their Low Volatility Programs include US Low Volatility Equity, US Small Cap Low Volatility Equity, US All Cap Low Volatility Equity, Global Low Volatility Equity, Global Small Cap Low Volatility Equity, Global All Cap Low Volatility Equity, ACWI Low Volatility Equity,, and Emerging Markets Low Volatility Equity. The firm's Absolute Return Programs include US Market Neutral, Japanese Equity Market Neutral, and Global Long/Short.

PIMCO employs a broad range of portfolio management tools that seek to appropriately manage risk, hedge exposures, and seek returns consistent with client guidelines. They have considerable experience in many global investment strategies, including fixed income and equity strategies. The firm also offers alternative strategies, mainly through private investment vehicles like private equity and hedge funds. PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.

Functions as a College/University

Functions as a College/University

TOBAM is an active manager that offers an innovative quantitative investment approach that aims to maximize diversification, avoid the risk concentrations inherent in market cap-weighted indices and improve portfolio risk/return. The Maximum Diversification® approach, TOBAM’s flagship investment process founded in 2006, is supported by original, patented research and a mathematical definition of diversification and provides clients with diversified core exposure, in both the equity and fixed income markets.

Provides brokerage services