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Nombre | Título | Desde | Hasta |
---|---|---|---|
Lori Boomgaardt | - | 2020 | 2022 |
Biografía | Lori Boomgaardt is a Senior Portfolio Manager on the Structured Beta & Indexing team at UBS Asset Management, responsible for the day-to-day management of a number of passive equity portfolios. Lori joined UBS in 1998 as a Quantitative Analyst to develop models for forecasting and trading Swiss equities. She later moved to UBS Investment Bank where, as one of the Treasury Products Proprietary Trading team, she used quantitative models for forecasting and trading interest rate futures. She moved to UBS Asset Management in 2000 as a Quantitative Analyst within the Alternative Investment Solutions team, where she developed models for forecasting asset returns. She moved to her present position in 2002. Previous to joining UBS, Lori worked in actuarial science for Manulife Financial in Toronto and at the former consulting firm Benetech. She has also worked in the field of biostatistics, analysing drug trials. | ||
Loïc Revaz | - | 2020 | 2022 |
Urs Räbsamen | - | 2020 | 2022 |
Biografía | Urs Raebsamen is an equity specialist in the Systematic and Index Investments team at UBS Asset Management. He has primary responsibility for communicating the team's investment process, philosophy and views to clients, prospects and consultants. From June 2011 until December 2013, Urs was part of the Institutional Client Servicing and Business Development team in Hong Kong. Prior to that, he was responsible for Product Development in Hong Kong. From September 2007 until July 2010, Urs was on an international assignment in Korea with UBS Hana Asset Management, UBS's Korean joint venture, where he was responsible for quantitative investments as well as a range of business and operational areas in the Equities division. He was a member of the UBS Hana Asset Management Executive Committee. Urs joined UBS in 2001 as a portfolio manager with responsibility for the UBS Strategy Funds in CHF and the UBS Equity Fund – Gold. In March 2005, he joined the Swiss Equities / Systematic Alpha team, responsible for the Small Cap Switzerland Fund as well as quantitative research. Urs is a member of the CFA Institute. | ||
John Byrne | - | 2017 | 2020 |
Biografía | John Byrne is a Portfolio Manager within the Indexing team at UBS Asset Management. He is responsible for the day-to-day management of a number of passive equity portfolios. John joined UBS Asset Management in 2003, initially in the Transitions team, overseeing the implementation of new client onboarding. He then joined the Active European Equities Investment Support desk, implementing the investment decisions of various active managers. He moved to his current role in 2011. John is a Regular Member of the CFA Institute. | ||
Stuart Newman | - | 2016 | 2020 |
Biografía | Stuart Newman is a Senior Portfolio Manager within the Indexing team. He is responsible for the day-to-day management of a number of passive equity portfolios. He is also a specialist in the investment aspects of portfolio re-organisations. Stuart joined UBS Asset Management in 1997, initially as a senior analyst within the in-house performance team. He then transferred to the passive team, in his current role, in 1999. Stuart is a member of the FTSE Country Classification Committee having previously sat on the FTSE Americas Committee. Stuart is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
Kaushik Patel | - | 2013 | 2020 |
Biografía | Kaushik Patel is a Portfolio Manager within the Indexing team, responsible for the day-to-day management of a number of passive equity portfolios. Kaushik joined UBS Asset Management in 2006. Prior to this he was a quantitative portfolio manager within the international equity team at JP Morgan Asset Management, where he was responsible for portfolio construction and stock selection. Kaushik is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
Not Disclosed | - | 2008 | 2013 |
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