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Nicholas Fernando Alonso
Analyst-Equity chez
PanAgora Asset Management, Inc.
Profil
Mr. Nicholas F.
Alonso, CFA MBA, is a Director of Multi Asset at PanAgora Asset Management, Inc. He is a director within the Multi Asset group.
He is responsible for quantitative model research, development and enhancements for PanAgora’s Multi Asset strategies.
He is also responsible for the development and management of the firm’s Defensive Equity strategies, including alternative-beta and factor-based strategies.
Mr. Alonso joined PanAgora from Mellon Capital Management (formerly Franklin Portfolio) where he was a Quantitative Analyst primarily responsible for research and management of Market Neutral Equity portfolios.
He received his undergraduate degree from the University of Florida and an MBA from The University of Chicago Booth School of Business.
Postes actifs de Nicholas Fernando Alonso
| Sociétés | Poste | Début |
|---|---|---|
PanAgora Asset Management, Inc.
 PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines. | Analyst-Equity | 01/07/2010 |
Anciens postes connus de Nicholas Fernando Alonso
| Sociétés | Poste | Fin |
|---|---|---|
en Technologies Corp.
 en Technologies Corp. Packaged SoftwareTechnology Services Provides software and computer content services and products | Corporate Officer/Principal | - |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Analyst-Equity | - |
ADT, Inc. (Pennsylvania)
 ADT, Inc. (Pennsylvania) Miscellaneous Commercial ServicesCommercial Services Provides monitoring security services for homes and businesses | Corporate Officer/Principal | - |
Franklin Portfolio Associates
 Franklin Portfolio Associates Investment ManagersFinance FPA's stock selection process is driven by a series of variables that measure the relative attractiveness of securities. These measures focus on several themes: relative value, fundamental momentum, long-term growth, price momentum, future value and management signals. All securities are given a decile ranking of 1 through 10 with 1 being the most attractive and 10 being the least attractive. The first decile measures the annualized average return of those securities that their analysts rate highest, conversely the tenth decile represents the return of those stocks they believe are most unattractive. This process is designed for FPA to buy securities from the first and second deciles, hold securities in the third through fifth deciles, and sell securities that migrate into the sixth through tenth deciles. Stocks move into the sell area by appreciating beyond what FPA determines to be their fair value or by deteriorating fundamentals. FPA constructs portfolios using a bottom-up approach. There is a neutral exposure to industries relative to their client benchmarks. The same is true regarding style and size effects. They build portfolios that have similar style characteristics as the benchmark as well as the same level of capitalization. Within each sector and style subset they overweight the most attractive stocks and underweight or zero weight the stocks that they have ranked least attractive. | Analyst-Equity | 31/12/2008 |
Formation de Nicholas Fernando Alonso
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Franklin Portfolio Associates
Franklin Portfolio Associates Investment ManagersFinance FPA's stock selection process is driven by a series of variables that measure the relative attractiveness of securities. These measures focus on several themes: relative value, fundamental momentum, long-term growth, price momentum, future value and management signals. All securities are given a decile ranking of 1 through 10 with 1 being the most attractive and 10 being the least attractive. The first decile measures the annualized average return of those securities that their analysts rate highest, conversely the tenth decile represents the return of those stocks they believe are most unattractive. This process is designed for FPA to buy securities from the first and second deciles, hold securities in the third through fifth deciles, and sell securities that migrate into the sixth through tenth deciles. Stocks move into the sell area by appreciating beyond what FPA determines to be their fair value or by deteriorating fundamentals. FPA constructs portfolios using a bottom-up approach. There is a neutral exposure to industries relative to their client benchmarks. The same is true regarding style and size effects. They build portfolios that have similar style characteristics as the benchmark as well as the same level of capitalization. Within each sector and style subset they overweight the most attractive stocks and underweight or zero weight the stocks that they have ranked least attractive. | Finance |
PanAgora Asset Management, Inc.
PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
en Technologies Corp.
en Technologies Corp. Packaged SoftwareTechnology Services Provides software and computer content services and products | Technology Services |
ADT, Inc. (Pennsylvania)
ADT, Inc. (Pennsylvania) Miscellaneous Commercial ServicesCommercial Services Provides monitoring security services for homes and businesses | Commercial Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
