Gerred Howe Email & Phone Number | Prepared risk analysis and performance attribution reports for portfolios. Consult with, and interpret results to, users of these reports. Responded to requests for original research; developed new ideas & research reports to be used in portfolio management and capital market reviews. Back-tested investment strategies (using both rules-based portfolio construction and portfolio optimization approaches) Reverse-engineered, developed and/or tested alpha/risk factors and models. Evaluated research produced by outside entities. Performed rigorous analysis on ACI and competitor mutual funds, including returns-based and holdings-based style analysis; performance and risk measurement and attribution; fund characteristics (such as financial ratios, capitalization structure, fees and expenses, turnover, and other attributes); and a vast array of quantitative measures. Performed proactive research on the American Century family of funds and their competitors for process development, understanding, and increased information flow. Excellent comprehension of statistical and mathematical conventions as they pertain to performance measurement, performance attribution, competitive analysis, mutual fund rating services methodologies, and risk analysis.Direct equity selection for $650 million investment portfolio; conduct due diligence on active investment managers across 13 asset class/style categories; alert Investment Committee to potential issues. Lead annual update of capital market assumptions; maintain models; and evaluate diversification techniques. Create Excel model to evaluate bond ladder performance over a variety of interest rate environments. Evaluate prevailing concentrated stock diversification model by creating simulation tool using Excel spreadsheets and VBA macros. Manage portfolios valued at $30 million; act as primary point of contact for 11 clients; and identify positions that do not meet selection criteria and formulate action plans. Assist with preparation and presentation of Investment Policy Statements, Asset Allocation Analyses and implementation schedules.Focused on evaluating listed equity across frontier Africa.

Gerred Howe

Prepared risk analysis and performance attribution reports for portfolios. Consult with, and interpr...
Washington, Washington, United States

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Gerred Howe’s Email gerred.howe@ashmoregroup.com

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Gerred Howe’s Location Washington, Washington, United States

Gerred Howe’s Current Industry Ashmore

Gerred Howe’s Prior Industry Trumbower Financial Advisors | American Century Investments

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Work Experience

Ashmore

Sr.Investment Analyst

2012-08-01 00:00:00 - Present

Trumbower Financial Advisors

Director of Research

2008-11-01 00:00:00 - 2011-04-01 00:00:00

American Century Investments

Sr. Research & Development Analyst

2003-01-01 00:00:00 - 2008-01-01 00:00:00

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FAQ About Gerred Howe

Gerred Howe is located at
Washington, Washington, United States

Gerred Howe is a Prepared risk analysis and performance attribution reports for portfolios. Consult with, and interpret results to, users of these reports. Responded to requests for original research; developed new ideas & research reports to be used in portfolio management and capital market reviews. Back-tested investment strategies (using both rules-based portfolio construction and portfolio optimization approaches) Reverse-engineered, developed and/or tested alpha/risk factors and models. Evaluated research produced by outside entities. Performed rigorous analysis on ACI and competitor mutual funds, including returns-based and holdings-based style analysis; performance and risk measurement and attribution; fund characteristics (such as financial ratios, capitalization structure, fees and expenses, turnover, and other attributes); and a vast array of quantitative measures. Performed proactive research on the American Century family of funds and their competitors for process development, understanding, and increased information flow. Excellent comprehension of statistical and mathematical conventions as they pertain to performance measurement, performance attribution, competitive analysis, mutual fund rating services methodologies, and risk analysis.Direct equity selection for $650 million investment portfolio; conduct due diligence on active investment managers across 13 asset class/style categories; alert Investment Committee to potential issues. Lead annual update of capital market assumptions; maintain models; and evaluate diversification techniques. Create Excel model to evaluate bond ladder performance over a variety of interest rate environments. Evaluate prevailing concentrated stock diversification model by creating simulation tool using Excel spreadsheets and VBA macros. Manage portfolios valued at $30 million; act as primary point of contact for 11 clients; and identify positions that do not meet selection criteria and formulate action plans. Assist with preparation and presentation of Investment Policy Statements, Asset Allocation Analyses and implementation schedules.Focused on evaluating listed equity across frontier Africa.