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Название | Заголовок | Год | До |
---|---|---|---|
Jordan McCall | Portfolio Manager | 2021 | Сейчас |
Биография | Jordan McCall is a portfolio manager for Russell Investments’ investment division. In this role, he is accountable for manager selection, strategic portfolio construction, and integrating the firm’s capital market insights to dynamically manage the portfolios in order to help clients achieve their objectives. Jordan was appointed to this role in 2019. He joined the global equity team in 2015 as an associate portfolio manager. He is based in Seattle, Washington. Prior to joining the global equity team, Jordan was a senior investment practice analyst, responsible for designing solutions that measure, evaluate and improve Russell Investments’ investment process. In this capacity he led several projects to improve analytic capabilities to support investment decision making, including ROADMAP and PARIS, which are key proprietary portfolio management and risk analysis tools at the firm. Jordan joined Russell Investments in 2006. Prior to Russell Investments, Jordan worked as a business intelligence expert for various firms. He began his career in public accounting with Deloitte. | ||
Jon Eggins | Portfolio Manager | 2015 | Сейчас |
Биография | Jon Eggins, Senior Director, Head of Global Equity of Russell Investments since November 2013. Mr. Eggins was a Portfolio Manager from March 2011 to November 2013. Jon joined Russell in 2003 as a research associate in the firm’s Sydney office. While there Jon performed a variety of roles including manager research, portfolio management support and capital markets research. These roles spanned multiple asset classes including large and small cap equities, fixed income and real estate investment trusts. Jon wrote several foundational research papers on Russell’s investment proposition, and regularly presented his findings to clients and industry conferences. In 2008 Jon relocated to Russell’s U.S. headquarters as a research analyst. In this role Jon covered U.S. market-oriented equity managers and global tactical asset allocation strategies., which involved researching, interviewing, evaluating and recommending investment managers to consulting clients and Russell portfolio managers. He is a subject matter expert on quantitative equity managers and quantitative techniques for evaluating managers and constructing multi-manager portfolios. Jon remains actively involved with academia, having tutored courses in economics and econometrics at the University of New South Wales. He has worked with academics in Australia, Austria and Switzerland on a series of papers relating to stock-market index construction and investment manager performance evaluation. His research has been published in practitioner and academic journals such as the Journal of Applied Finance. Jon has also lectured in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was named the Outstanding Lecturer in a NSW Post-graduate Program at the Annual Practitioner Awards for 2007. | ||
James M. Carpenter | Portfolio Manager | 2014 | 2015 |
Биография | James M. Carpenter, Portfolio Manager since December 2013. From 2011 to 2013, Mr. Carpenter was Head of Global Equity Research. From 2007 to 2011, Mr. Carpenter was a Senior Research Analyst on the global equity team. Mr. Carpenter shares primary responsibility for the management of the Russell International Developed Markets and Russell Global Equity Funds. | ||
Philip Hoffman | Portfolio Manager | 2013 | 2015 |
Биография | Philip Hoffman, joined Russell Investment Management Co, was Senior Portfolio Manager since November 2013. Mr. Hoffman was a Portfolio Manager from June 2004 to November 2013. From 2000 to June 2004, Hoffman was a senior research analyst where Hoffman headed the research of global equity managers. Hoffman has primary responsibility for the management of the Global Equity Fund. | ||
Matthew Beardsley | Portfolio Manager | 2009 | 2013 |
Биография | Matt Beardsley's primary responsibilities as a portfolio manager include all aspects of the management of Russell global equity multi-manager funds located in the United States, Canada, and Australia. He assumed this role in autumn 2009 after two years as an associate portfolio manager on global equity funds. Prior to this, he spent 7 years as a global equity manager research analyst. Mr. Beardsley joined Russell in 1995, has a B.A. and M.B.A. in Finance, and is a CFA Charterholder since 1999. | ||
Philip Hoffman | Portfolio Manager | 2007 | 2009 |
Биография | Philip Hoffman, joined Russell Investment Management Co, was Senior Portfolio Manager since November 2013. Mr. Hoffman was a Portfolio Manager from June 2004 to November 2013. From 2000 to June 2004, Hoffman was a senior research analyst where Hoffman headed the research of global equity managers. Hoffman has primary responsibility for the management of the Global Equity Fund. |
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