![Tom Dion](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>)
Profil
Prior to joining Franklin Portfolio Associates, Mr. Dion was Vice President of Sales and Marketing at CitiStreet in the institutional market.
He has also held positions at State Street Global Advisors as an Assistant Vice President, selling the SSgA funds to Registered Investment Advisors and as a Client Relations Manager in the mid market Defined Contribution business.
Mr. Dion received his BS in Business Management from Boston University, and his MBA from Bentley College.
Anciens postes connus de Tom Dion
| Sociétés | Poste | Fin |
|---|---|---|
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. | Sales & Marketing | 01/07/2010 |
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. | Sales & Marketing | 31/12/2008 |
Formation de Tom Dion
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
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 |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
