Geoff Stein

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Jacobs Levy seeks to construct portfolios that either outperform specified benchmarks or deliver absolute return, with managed risk. Portfolios can be engineered to a wide range of US equity benchmarks. The firm offers various benchmark relative and absolute return strategies.

Strategic Advisers relies on both proprietary fundamental and quantitative fund research in managing or providing investment advice to its clients. Factors that the firm considers when investing in underlying funds include fund performance, a fund manager's experience and investment style, fund company infrastructure, and fund characteristics such as expense ratio, asset size, and portfolio turnover. They pursue a disciplined, benchmark-guided approach to portfolio construction, and monitor and adjust allocations to underlying funds as necessary to control overall fund risk and pursue appropriate returns.

FMRC invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets), in stocks with growth or value characteristics, and in companies with market capitalizations of all sizes. The firm uses a variety of methods of security analysis to select investments in managing client assets, including fundamental analysis, quantitative analysis, technical analysis, cyclical analysis, and factor-based analysis. They may also use general macro-economic analysis as a component of its security analysis methods. FMRC use a wide variety of investment strategies in managing client assets according to client investment objectives.

Functions as a College/University

Collects donations for charitable purposes

Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.

Functions as a College/University