![D. J. Shaughnessy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
D. J. Shaughnessy
Gestionnaire de Portefeuille-Actions chez
H. M. Payson & Co.
Profil
Mr. David J.
Shaughnessy, CFA MBA, is a Portfolio Manager at H.
M.
Payson & Co. He has more than 25 years of experience in asset allocation, portfolio management, investment analysis, and client development.
Prior to joining Payson in 2019, Mr. Shaughnessy was previously employed as a Senior Vice President & Portfolio Manager by F.L.
Putnam Investment Management Co., a Consultant by Ibbotson Associates, Inc., and a Principal by Wellington Management Co. LLP.
He received his undergraduate degree from the University of Massachusetts and an MBA from F.W.
Olin Graduate School of Business.
Postes actifs de D. J. Shaughnessy
| Sociétés | Poste | Début |
|---|---|---|
H. M. Payson & Co.
 H. M. Payson & Co. Investment ManagersFinance HM Payson provides active management of equity and fixed income portfolios. The firm constructs diversified portfolios with individual common stocks including foreign companies trading as ADRs, mutual and ETFs, individual bonds and other fixed income securities and money market funds. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de D. J. Shaughnessy
| Sociétés | Poste | Fin |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Corporate Officer/Principal | - |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Gestionnaire de Portefeuille-Actions | - |
Formation de D. J. Shaughnessy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Finance |
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance HM Payson provides active management of equity and fixed income portfolios. The firm constructs diversified portfolios with individual common stocks including foreign companies trading as ADRs, mutual and ETFs, individual bonds and other fixed income securities and money market funds. | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
F.W. Olin Graduate School of Business
 F.W. Olin Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
