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اقرأ المزيد
(0P0000YPYA) Assumption/CI Cambridge Canadian Asset Allocation Fund-Series A
إضافة إلى/حذف من محفظة
أضف محفظة
16.097
-0.050
-0.32%
11/02 - تأخر البيانات. العملة ب CAD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 2.12M
Assumption/CI Cambridge Canadian Asset Allocation
16.097
-0.050
-0.32%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - 0P0000YPYA
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Assumption/CI Cambridge Canadian Asset Allocation Fund-Series A. تعرف على أهم أعضاء الكادر الإداري لـ0P0000YPYA وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
770 Main Street
Moncton,NB E1C 8L1
Canada
Moncton,NB E1C 8L1
Canada
الهاتف
506 853 6040
الفاكس
506 853 5519
الموقع الإلكتروني
www.assumption.ca
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Peter Hofstra | Vice President, Portfolio Manager | 2021 | الآن |
| السيرة الذاتية | Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation. | ||
| Danesh Rohinton | Research Analyst | 2021 | الآن |
| السيرة الذاتية | Danesh joined CI Global Asset Management in 2013 and began his career in the investment industry in 2012. Prior to joining CI, Danesh worked at BMO Capital Markets in New York as a research associate covering U.S. banks. He also has prior experience as a Research Analyst at Sentry Investment Management. Danesh holds a Bachelor of Business Administration from Wilfrid Laurier University. | ||
| Bryan Brown | Portfolio Manager | 2021 | الآن |
| السيرة الذاتية | Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation. | ||
| Paul Marcogliese | Vice President | 2016 | الآن |
| السيرة الذاتية | Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation. | ||
| Robert Swanson | Portfolio Manager | 2013 | الآن |
| السيرة الذاتية | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. | ||
| Brandon Snow | Portfolio Manager | 2013 | 2020 |
| السيرة الذاتية | Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 2013 | 2014 |
| السيرة الذاتية | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
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