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Pace Global Real Estate Securities Investments Class P (PREQX)
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6,19
+0,04
+0,65%
- Ocena firmy Morningstar:
- Aktywa ogółem: 58,64M
PACE Global Real Estate Securities P
6,19
+0,04
+0,65%
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Przegląd PREQX
Na tej stronie znajdziesz szczegółowy profil Pace Global Real Estate Securities Investments Class P. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych PREQX.
Informacje kontaktowe
Adres
Bahnhofstrasse 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Telefon
044 234 34 99
Fax
212-821-6737
Internet
www.ubs.com
Kierownictwo najwyższego szczebla
| Nazwa | Tytuł | Od | Do |
|---|---|---|---|
| Sofia Westerlund | Portfolio Manager | 2022 | Teraz |
| Biografia | Sofia Westerlund, CFA, is a Research Analyst within the PACE Portfolio Management Team of Investment Solutions. Ms. Westerlund is primarily responsible for quantitative analysis and manager research. Her duties include investment and performance oversight, subadvisor due diligence and research, risk management, and portfolio construction for multi-managed PACE equity portfolios. Previously, Ms. Westerlund worked as a quantitative analyst in the UBS Multi-Asset Investment team. Prior to joining UBS in 2009, she worked for Swedish insurer Skandia as an Investment Analyst. | ||
| Shu-Han Hsu | Portfolio Manager | 2022 | Teraz |
| Biografia | Shu-Han Hsu is a Research Analyst within the PACE Portfolio Management Team of Investment Solution. Mr. Hsu's duties include analytical research in subadvisor selection and monitoring, risk management and portfolio construction for multi-managed PACE equity portfolios. Prior to joining the PACE Portfolio Management Team in 2021, he was an Investment Risk Officer for UBS Hedge Fund Solutions (HFS) and responsible for risk quantitative research. Before joining UBS in 2017, he worked at Cathay Life Insurance in Taiwan (2014-2016) as a fixed income analyst focusing on Greater China Fixed Income and Macro Economics. Mr. Hsu has seven years of investment experience. | ||
| Mark Syn | Managing Director, Portfolio Manager & Analyst | 2022 | Teraz |
| Biografia | Mark Syn, CFA - Investment Officer - Equity Research Analyst - As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2018 - Previous experience includes 10 years as Managing Director, Portfolio Manager & Analyst at Wellington Management, Singapore; 8 years as Executive Director, Portfolio Manager & Analyst at Goldman Sachs, Singapore; 1 year as Corporate Banking Relationship Manager at Citibank, Singapore. - London Business School, Master of Business Administration - Imperial College, London, Master of Engineering, 1st class | ||
| Chris Andersen | Head | 2021 | Teraz |
| Biografia | Christopher is Head of Portfolio Management, Americas House View Portfolios for UBS Asset Management. In his role, Christopher is responsible for leading the portfolio management activities of portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. In that capacity, he leads a team of portfolio managers responsible for the House View Portfolios, which implement the House View’s strategic and tactical asset allocations, with passive and active pooled vehicles and individual securities. Christopher is deputy-chair and a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to moving to UBS Asset Management in November 2020, Christopher was promoted to Head of Portfolio Construction Americas for UBS Global Wealth Management in 2018. Christopher led the portfolio management activities of the team of portfolio managers responsible for the UBS Managed Portfolios (renamed as House View Portfolios). Christopher chaired the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2012, Christopher spent 15 years with New York Life Investment Management (NYLIM) overseeing the company’s Investment Consulting Group. In this role, he was responsible for the independent oversight of investment activities of the Mainstay Funds, as well as manager selection across asset allocation strategies, sub-advisory mandates and NYLIM's mutual fund M&A activities. Christopher received a B.A. in economics and German from Binghamton University. Christopher holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society New York. He is FINRA Series 7, 24 and 63 licensed. | ||
| Ed Eccles | Portfolio Manager | 2021 | Teraz |
| Biografia | Ed serves as a Portfolio Manager and Co-Head of Strategy Research, Americas House View Portfolios for UBS Asset Management. In his role, Ed is responsible for managing portfolios offered to UBS Wealth Management clients that are aligned with UBS Wealth Management House Views. As Co-Head of Strategy Research, Ed is responsible for directing due diligence efforts for active and passive equity and liquid alternative strategies that are included in portfolios. Ed is a voting member of the Managed Account Solutions Investment Committee. The Investment Committee reviews and approves investment strategies, prior to implementation, in the House View portfolios. Prior to joining Asset Management in November 2020, Ed was a Portfolio Manager in the Investment Management group of UBS Global Wealth Management., where he was responsible for strategy selection, portfolio construction and management of multi-managed strategies. Ed's investment responsibilities also extended to broader asset allocation and portfolio construction work. Ed was a member of the Investment Management Investment Committee (IMIC) and was a member of the Investment Management Research Committee (IMRC). Prior to joining UBS in 2018, Ed worked at Oppenheimer Asset Management where he held roles as a senior alternatives analyst before being promoted to Director of Investment Manager Research. While at Oppenheimer, Ed was also a portfolio manager for a Liquid Alternative managed portfolio. Prior to joining Oppenheimer, Ed worked at Morgan Stanley as an investment manager research analyst. Ed received a B.A. in economics from the University of Massachusetts, at Amherst. Ed holds the Chartered Alternative Investment Analyst (CAIA) designation and is FINRA Series 7 and 66 licensed. | ||
| Richard R. Gable | Investment Officer | 2021 | Teraz |
| Biografia | Richard R. Gable, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Rick covers the real estate sector and manages the firm's real estate investment trust portfolios. Rick joined MFS in 2011. Previously, he was a managing director and portfolio manager for 13 years for Sun Capital Advisers, a division of Sun Life Financial. While at Sun Capital, he managed several MFS real estate investment trust portfolios through a sub-advisory relationship between MFS and Sun Capital. He also served as an analyst for Mellon Bank for 4 years. He has worked in t | ||
| Mayoor Joshi | Analyst | 2019 | Teraz |
| Biografia | Mayoor Joshi is an Analyst within the MMS team, focusing on equity investment strategies. Mr. Joshi is part of the team responsible for manager selection, due diligence, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Joshi joined UBS AM in April 2014. Previously, he was a Managing Director at Rocaton Investment Advisors, an institutional investment consulting firm, for seven years focusing on manager research. | ||
| Fred Lee | Portfolio Manager | 2009 | Teraz |
| Biografia | Fred Lee, CFA, as the Head of Portfolio Construction & Quantitative Research within the MMS team since January 2009, oversees the portfolio construction process in determining the specific allocations to individual managers. He also leads the team responsible for the quantitative assessment of managers. Mr. Lee is located in the London office of UBS AM, which he joined in 2006 as a Risk Analyst where he provided risk assessment and monitoring for all client portfolios and enhanced proprietary risk models. Prior to joining UBS AM, Mr. Lee worked as a consultant for MSCI Barra providing advice to large investment managers across Europe on the interpretation and use of risk models and analytics. | ||
| Mabel Lung | Portfolio Manager | 2006 | Teraz |
| Biografia | • Mabel has been an integral member in portfolio management of Multi-Asset and Multi-Component Portfolios since 2000 when UBS Asset Management launched the UBS Multi-Asset Managed Accounts Program. • Recognizing the importance of after-tax investment results to US private clients, Mabel led her team to launch Personalized Tax Management in 2011 as a tax overlay investment service to multi-asset portfolios. • Mabel has significant experience in manager selection, overseeing $30 billion of assets for institutional and private clients globally through open architecture of best-in-class managers in liquid strategies, combined with a keen focus on risk-aware and holistic portfolio construction. • Mabel joined the firm in 1984, after her graduate study in business administration and has held various positions in finance, treasury, strategic and business planning, prior to joining the asset management division of the firm in 1995. • Prior to business school, she was a corporate finance analyst at an investment banking firm. | ||
| Gina Toth | Executive Director | 2019 | 2023 |
| Biografia | Gina Toth, CFA, is a Portfolio Manager within the MMS team at UBS AM, focusing on fixed income and multi-asset investment strategies, including liquid alternatives. She is part of the team responsible for manager due diligence and selection, portfolio construction, risk management, investment oversight, and performance of multi-asset strategies. Ms. Toth joined the firm in March 2013. Previously, she worked at AllianceBernstein as a Senior Portfolio Manager in New York and Sydney, specializing in multi-asset portfolios, asset allocation and custom solutions for the institutional, high-net worth and retail channels, encompassing both traditional and non-traditional asset classes. She also spent 14 years in New York and London as a fixed income portfolio manager for US and global portfolios. | ||
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