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Aspiration Redwood Fund (REDWX)
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31/12 - Dati in Ritardo. Valuta in USD
- Rating di Morningstar:
- Asset totali: 142,84M
Tipologia:
Fondo
Mercato:
Stati Uniti
Emittente:
Aspiration Funds
Sottostante:
S&P 500 TR
Tipo di investimento:
Azione
Aspiration Redwood
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REDWX Panoramica
Su questa pagina troverai un profilo dettagliato su Aspiration Redwood Fund. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di REDWX, ed altre informazioni.
Informazioni di contatto
Indirizzo
4551 Glencoe Avenue
Los Angeles,CA 90292
United States
Los Angeles,CA 90292
United States
Telefono
424-279-9351
Rete
www.aspiration.com.
Vertici Esecutivo
| Nome | Titolo | Dal | Fino a |
|---|---|---|---|
| Joseph R. Elegante | Senior Portfolio Manager | 2020 | Adesso |
| Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Adam Jokich | - | 2020 | Adesso |
| Biografia | Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Thomas J. Digenan | Head | 2015 | 2020 |
| Biografia | Mr. Digenan is the head of the US Intrinsic Value Equity team at UBS Asset Managment. Prior to this role, Tom had been a Strategist with the team since 2001. Prior to that, Tom was president of the firm’s mutual funds and relationship funds organization. Prior to joining the UBS predecessor organization Brinson Partners in 1993, Tom was a senior manager in the tax department of KPMG Peat Marwick. Tom is a member of the CFA Institute and the American Institute of Certified Public Accountants, and he is on the board of CFA Society Chicago. | ||
| Bruno Bertocci | Head | 2015 | 2020 |
| Biografia | Bruno Bertocci is Team Head of the Global Sustainable Equity team and a Managing Director at UBS Asset Management. Mr. Bertocci has over 30 years of industry experience and has been with UBS Asset Management since 2004. Mr. Bertocci has been responsible for constructing and managing our global equity portfolios worldwide. | ||
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