The FIAM Equity group employs both fundamental and quantitative strategies, utilizing varying degrees of active management. All portfolios employ processes focused on research and risk management. This process is complemented by a team-based structure to ensure depth of management and continuity in all of the portfolios.
Integrated Management Risk Framework
Managing risk is a critical component of our process. Our strategies span a full range of risk utilization and active management:
Many are diversified with more than 100 holdings, although specific strategies may utilize less
Are largely managed sector, currency and region neutral to their benchmarks
Seek to build minimum levels of cash
Leverage our proprietary quantitative risk modeling
Generate returns through bottom up stock-selection
We invest significant resources to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is comprehensive. Whether it involves the development of proprietary tools or the hiring of personnel, we are continuously looking for opportunities to improve our portfolio management efficiency, effectiveness and performance.
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