Registe-se para criar alertas sobre instrumentos,
eventos económicos e conteúdo por autores seguidos
Registo gratuito Já tem uma conta? Iniciar sessão
Cotações
Todos os tipos
- Todos os tipos
- Índices
- Ações
- ETFs
- Fundos
- Matérias-primas
- Moedas
- Criptomoedas
- Obrigações
- Certificados
Por favor, tente outra pesquisa
📊 Veja como é composto o portfólio dos investidores de topo
Explorar Ideias
Federated Hermes Global Allocation Fund Institutional Shares (SBFIX)
Adicionar/Remover de uma carteira
Adicionar à watchlist
20,97
-0,06
-0,29%
13/12 - Atraso dados. Moeda em USD
- Classificação da Morningstar:
- Ativos Totais: 57,72M
Federated Global Allocation Instl
20,97
-0,06
-0,29%
Federated Hermes Global Allocation Fund Institutional Shares - Vista Geral
Nesta página encontrará um perfil aprofundado de Federated Hermes Global Allocation Fund Institutional Shares. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de SBFIX, e mais.
Informações de Contacto
Endereço
4000 Ericsson Drive
Warrendale,PA 15086-7561
United States
Warrendale,PA 15086-7561
United States
Telefone
+1 8003417400
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Qun Liu | - | 2018 | Agora |
| Biografia | Qun Liu, CFA is jointly responsible for the asset allocation and U.S. and non-U.S. security selection of the Fund. She has been with Federated since 2012; has worked in investment management since 2005; and has managed investment portfolios since 2018. Education: B.S., Ocean University of China; M.S., The Ohio State University; M.B.A., University of Chicago, Graduate School of Business. | ||
| John F. Sherman | N/A | 2017 | Agora |
| Biografia | John F. Sherman, CFA, has been the Fund's Portfolio Manager responsible for asset allocation (including the selection of any exchange-traded funds and derivatives used in the asset allocation process) and the selection of REIT securities for the Fund since October 2002. He is Vice President of the Trust with respect to the Fund. Mr. Sherman joined MDT Advisers in 2000. He has over 20 years of experience analyzing financial markets. Prior to joining the Adviser, Mr. Sherman served as a Vice President and Senior Analyst for Citizens Financial Group from 1999 to 2000 and as a Senior Analyst for FDIC from 1991 to 1999. He is a member of the CFA Institute and the CFA Society Boston. He received a B.S.B.A. from North Adams State College, and an M.B.A. from Boston University Graduate School of Management. | ||
| Steven Anthony Chiavarone | Senior Vice President, Senior Portfolio Manager, Equity Strategist | 2016 | Agora |
| Biografia | Steven Chiavarone, CFA, Senior Vice President, Senior Portfolio Manager, Equity Strategist, Head of Multi-Asset Solutions Team. Responsible for portfolio management and research on the Multi-Asset Solutions and Tactical Balanced Strategies Teams, as well as helping to formulate Federated Hermes’ views on the economy, the financial markets and the firm’s investment positioning strategies as a member of the Macro Economic Policy and PRISM Asset Allocation committees. Previous associations: Project Analyst, PWM Investments, U.S. Trust Co.; Project Manager, U.S. Trust Co. B.A., Drew University. Joined Federated Hermes 2007. | ||
| Chengjun(Chris) Wu | Vice President & Portofio Manager | 2014 | Agora |
| Biografia | Mr. Wu joined Federated in 2006 as a Senior Quantitative Analyst in the domestic fixed income area, focusing on structured products, and in 2010 was appointed Assistant Vice President of the Fund's Adviser. In 2014, after multiple years managing institutional portfolios, he became a Vice President and was appointed Senior Investment Analyst and Portfolio Manager. Before joining Federated, Mr. Wu was a Financial Analyst and Documentation Manager at Quantitative Risk Management, Inc. from 2004 to 2006 and a Lead Software Engineer at Motorola, Inc. from 2000 to 2004. Mr. Wu has received the Chartered Financial Analyst designation, B.S. from Beijing Normal University, M.S. from University of Illinois at Chicago and M.B.A. from the University of Chicago, Graduate School of Business. | ||
| Ihab L. Salib | Senior Portfolio Manager | 2012 | Agora |
| Biografia | Responsible for product strategy, portfolio management, and research in the international fixed income area. Previous associations: Senior Trader, global fixed income and foreign exchange securities, Federated Hermes; Associate Director, Senior Analyst/Trader, UBS Brinson; Various positions at Bank of New York and Bankers Trust Company. B.A., State University of New York at Stony Brook. Joined Federated Hermes 1999. | ||
| Timothy H. Goodger | Assistant Vice President, Portfolio Manager | 2007 | Agora |
| Biografia | Mr. Goodger joined Federated in July 2005 as a Quantitative Analyst. He became an Assistant Vice President of the Fund's Adviser in January 2007 and a Vice President in March 2009. He became a Senior Portfolio Manager in 2014. From September 2003 to July 2005, Mr. Goodger was a Research Associate for the U.S. Equity Strategy Team at Lehman Brothers. Mr. Goodger earned his B.A. in Economics from the University of California at Davis, his M.A. in International Studies from the University of Washington and his Ph.D. in Economics from the University of North Carolina at Chapel Hill. | ||
| Randy T O'Toole | Senior Quantitative Analyst | 2016 | 2018 |
| Biografia | Randy T. O'Toole joined Federated in June 2008 as a Senior Quantitative Analyst. He became a Vice President of an advisory company affiliate in March 2009. From July 2005 to June 2008, Mr. O'Toole was Vice President, Investment Strategies, at AIG Investments. Mr. O'Toole has received the Chartered Financial Analyst designation and holds a B.A. in Economics from the University of Washington and an M.A. in Economics from the University of California. | ||
| Philip J. Orlando | Senior Portfolio Manager | 2007 | 2017 |
| Biografia | Mr. Orlando joined Federated in March 2003 as a Senior Portfolio Manager and a Senior Vice President of Federated Global Investment Management Corp. Currently, Mr. Orlando is the Chief Equity Market Strategist of the firm. From November 1995 to March 2003, Mr. Orlando was the Chief Investment Officer and Senior Equity Portfolio Manager at Value Line Asset Management. Mr. Orlando has received the Chartered Financial Analyst designation and earned his B.A. in Journalism and M.B.A. with a concentration in Economics from New York University. | ||
| Audrey H. Kaplan | Portfolio Manager | 2014 | 2015 |
| Biografia | Ms. Kaplan is a Senior Vice President of Federated Global Investment Management Corp and Head of the International Equity Team. She is Vice President of the Trust with respect to the Fund. Prior to joining Federated, Ms. Kaplan was employed with Rochdale Investment Management LLC where she served as a Portfolio Manager for several portfolios including the Rochdale Investment Trust Atlas Portfolio and Senior Vice President of Research from February 2004 to August 2007. Prior to joining Rochdale, Ms. Kaplan was a Hedge Fund Consultant at BlueCrest Capital Management from December 2002 to December 2003, Vice President and European Quantitative Strategist with Merrill Lynch International from August 2000 to December 2002, and Project Manager of Global Emerging Markets Research with Robert Fleming & Co., Ltd. from February 1998 to December 1999. Ms. Kaplan earned her B.S. in Computer and Systems Engineering from Rensselaer Polytechnic Institute and her Masters in Finance from London Business School. | ||
| Christopher J. Smith | Senior Vice President | 2001 | 2014 |
| Biografia | Christopher J. Smith has been the Fund's Portfolio Manager since its inception in September 2005. Mr. Smith joined Federated in 1995 and has been a Senior Portfolio Manager since 2002 and Senior Vice President of the Fund's Adviser since 2011. Previous associations: Assistant Vice President of Provident Life & Accident Insurance Company, Portfolio Manager and Manager of Derivative Securities, Unum Provident Corporation; Investment Strategist and Financial Economist, Mellon Bank Corporation; Asset/Liability Financial Analyst, JP Morgan Chase & Co. B.S., B.A., Xavier University; M.A., University of Kentucky. Completed all coursework towards Ph.D. in Economics/Finance. Professional affiliation: Member, CFA Society of Pittsburgh. | ||
Escreva o que você pensa sobre Federated Hermes Global Allocation Fund Institutional Shares
Tem certeza que deseja eliminar este gráfico?
Eliminar Cancelar
Substituir o gráfico anexado por um novo gráfico?
Substituir Cancelar
Diretrizes para Comentários
Anexar um gráfico a um comentário
Confirmar Bloqueio
Quer mesmo bloquear %USER_NAME%?
Se o fizer, não poderá consultar as mensagens de %USER_NAME% e vice versa em Investing.com.
Adicionou %USER_NAME% com sucesso à sua Lista de Bloqueios
Uma vez que acabou de desbloquear esta pessoa, deve aguardar 48 horas antes de bloqueá-la novamente.
Denunciar este comentário
Diga-nos o que achou deste comentário
Comentário denunciado
Obrigado!
Seu comentário foi enviado aos moderadores para revisão