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The fund is aimed exclusively at institutional investors such as banks and brokerages (including customers of theirs who hold written asset management agreements), registered pension funds, insurance companies as well as service companies and industrial c The fund invests passively in mainly US stocks.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Thomas Stollenwerk | - | 2019 | 2022 |
Lori Boomgaardt | - | 2006 | 2019 |
Biography | 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. |
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