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Keyword: Portfolio managers

64 results found

Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control

  • By: IE Staff
  • December 19, 2017 December 19, 2017
  • 14:45

Ram Ramaswamy has spent the past 16 years with Goldman Sachs Asset Management LP in the alternative investments and manager selection group

  • By: IE Staff
  • November 9, 2017 September 5, 2018
  • 12:45

New fund, which invests in bitcoin and ethereum, is accessible to accredited Canadian investors

  • By: IE Staff
  • October 23, 2017 October 23, 2017
  • 11:00

The industry veteran will oversee financial planning at the portfolio management firm

  • By: IE Staff
  • October 16, 2017 September 5, 2018
  • 15:45

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

Jeannine LiChong will be leaving the company at the end of the year

  • By: IE Staff
  • October 11, 2017 October 11, 2017
  • 10:50

Abe Sheikh brings expertise in statistical analysis and quantitative modeling

  • By: IE Staff
  • October 4, 2017 September 5, 2018
  • 10:00

To help uncover a solid performer, follow these selection criteria

Echelon Wealth Partners names Joe Oliver as chairman

Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management

Bridgehouse introduces Morningstar Managed Investments Program

The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs