Strategic Investment
Management
1001 19th Street N., 16th Floor, Arlington, Va. 22209-1722; phone: (703) 243-4433; fax: (703) 243-2266
As of March 31, Strategic Investment Management, a manager of managers, oversaw $3.849 billion in U.S. tax-exempt institutional global accounts managed on the firm's behalf by external managers.
The firm runs $294 million of U.S. institutional, tax-exempt assets in currency hedging; none of the underlying assets are managed internally.
Analysts or portfolio managers are stationed in Arlington.
The firm has been registered with the SEC since 1987.
Hilda Ochoa is chief investment officer; Mary Choksi is client contact.
865 S. Figueroa St., Los Angeles, Calif. 90017; phone: (213) 244-0141; fax: (213) 244-0741
(U.S. $ millions)
Total assets managed53,299
U.S. institutional tax-exempt assets26,346
Total international/global1,798
International1,798
TCW Group had $1.798 billion in international accounts as of March 31.
The firm's asset mix for international accounts was 56% equity and 44% bonds as of March 31.
The firm offers multiple investment approaches.
In addition to the assets listed above, $3.507 billion in U.S. institutional, tax-exempt assets are managed in global accounts on the firm's behalf by external managers.
Analysts or portfolio managers are stationed in Los Angeles, New York, Houston, London, Hong Kong and Indonesia.
The firm, a subsidiary of TCW Group Inc., has been registered with the SEC since 1971.
Javier Baz is chief investment officer; Thomas Larkin is client contact.
Templeton Investment
Counsel Inc.
500 E. Broward Blvd., Suite 2100, Fort Lauderdale, Fla. 33394-3091; phone: (954) 527-7500; fax: (954) 527-7329
(U.S. $ millions)
Total assets managed59,653
U.S. institutional tax-exempt assets6,614
Total international/global6,172
International4,686
*Active equity accounts4,638
*Active bond accounts48
Global1,486
*Active equity accounts1,486
Templeton Investment Counsel Inc. had $4.686 billion in international accounts and $1.486 billion in global accounts as of March 31.
The firm's asset mix for international accounts was 91.7% equity, 0.3% bonds and 8% cash as of March 31; equity assets were committed most heavily to United Kingdom, Sweden, Hong Kong, France and Spain.
As of the same date, its global account asset mix was 95% equity and 5% cash; equity assets were committed most heavily to United States, Netherlands, United Kingdom, Australia and Spain.
The firm is a bottom-up, value oriented manager.
Analysts or portfolio managers are stationed in Fort Lauderdale, San Mateo, Nassau, Toronto, Hong Kong and Edinburgh.
The firm, a subsidiary of Franklin Resources Inc., has been registered with the SEC since 1979.
Mark Holoweski is chief investment officer; Wes Freeman is client contact.
The Vanguard Group
100 Vanguard Blvd., M32, Malvern, Pa. 19355; phone: (800) 523-1036; fax: (610) 669-4035
(U.S. $ millions)
Total assets managed112,000
U.S. institutional tax-exempt assets34,020
Total international/global486
*Indexed equity accounts433
*Emerging market equity53
The Vanguard Group had $486 million in international accounts as of March 31.
The firm's asset mix for international accounts was 100% equity as of March 31; assets were committed most heavily to Japan, United Kingdom, Germany, France and Switzerland.
In addition to the assets listed above, $1.583 billion in U.S. institutional, tax-exempt assets are managed in international and global accounts on the firm's behalf by external managers.
Analysts or portfolio managers are stationed in Malvern, Pa..
The firm has been registered with the SEC since 1979.
Donald A. Salama is client contact.
Wanger Asset Management
227 W. Monroe, Suite 3000, Chicago, Ill. 60606; phone: (312) 634-9200; fax: (312) 634-0056
(U.S. $ millions)
Total assets managed4,536
U.S. institutional tax-exempt assets1,216
Total international/global1,216
International91
*Active equity accounts91
Global1,125
*Active equity accounts1,125
Wanger Asset Management had $91 million in international accounts and $1.125 billion in global accounts as of March 31.
The firm's asset mix for international accounts was 100% equity as of March 31; assets were committed most heavily to United Kingdom, Japan, Sweden, Germany and France.
As of the same date, its global account asset mix was 100% equity; assets were committed most heavily to United States, United Kingdom, Japan, Sweden and South Korea.
The firm is a bottom-up, small cap manager.
Analysts or portfolio managers are stationed in Chicago.
The firm, a subsidiary of Wanger Asset Management L.P., has been registered with the SEC since 1992.
Ralph Wanger is chief investment officer; Merrillyn J. Kosier is client contact.
Wellington Management Co.
75 State St. Boston, Mass. 02109; phone: (617) 951-5000; fax: (617) 263-4024
(U.S. $ millions)
Total assets managed114,108
U.S. institutional tax-exempt assets28,521
Total international/global4,229
International2,722
*Active equity accounts1,894
*Active bond accounts742
*Emerging market equity86
Global1,507
*Active equity accounts236
*Active bond accounts1,166
*Balanced105
Wellington Management Co. had $2.722 billion in international accounts and $1.507 billion in global accounts as of March 31.
The firm's asset mix for international accounts was 73% equity and 27% bonds as of March 31; equity assets were committed most heavily to Japan, United Kingdom, France, Malaysia and Philippines.
As of the same date, its global account asset mix was 18% equity and 82% bonds; equity assets were committed most heavily to the United States, Japan, France, Italy and Spain.
The firm is a multidisciplined manager using a top-down country allocation and bottom-up stock selection. It relies on internal fundamental research.
Analysts or portfolio managers are stationed in Boston, Atlanta and Valley Forge.
The firm has been registered with the SEC since 1960.
Nancy T. Lukitsh is client contact.
WorldInvest Ltd.
780 Third Ave., New York, N.Y. 10017-2024; phone: (212) 755-0900; fax: (212) 755-0980
(U.S. $ millions)
Total assets managed4,349
U.S. institutional tax-exempt assets2,748
Total international/global2,556
International1,749
*Active equity accounts1,324
*Active bond accounts386
*Balanced39
Global807
*Active equity accounts87
*Active bond accounts653
*Balanced67
WorldInvest Ltd. had $1.749 billion in international accounts and $807 million in global accounts as of March 31.
The firm's asset mix for international accounts was 84% equity, 11% bonds and 5% cash as of March 31; equity assets were committed most heavily to Japan, United Kingdom, Hong Kong, France and Germany.
As of the same date, its global account asset mix was 44% equity, 52% bonds and 4% cash; equity assets were committed most heavily to Japan, United States, United Kingdom, France and Hong Kong.
The firm is a top-down manager focusing on economic trends and developments.
Analysts or portfolio managers are stationed in London.
The firm has been registered with the SEC since 1981.
Keith Brown is chief investment officer; Susan Leader is client contact.
Wright Investors' Service
1000 Lafayette Blvd., Bridgeport, Conn. 06604; phone: (203) 330-5102; fax: (203) 330-5001
(U.S. $ millions)
Total assets managed*4,130
U.S. institutional tax-exempt assets3,413
Total international/global1,849
International237
*Active equity accounts237
Global1,612
*Balanced1,612
*Data as of Dec. 31, 1995
Wright Investors' Service had $237 billion in international accounts and $1.612 billion in global accounts as of March 31.
The firm's asset mix for international accounts was 100% equity as of March 31; assets were committed most heavily to United Kingdom, Japan, France, Netherlands and Hong Kong.
As of the same date, its global account asset mix was 90% equity and 10% bonds; equity assets were committed most heavily to United States, United Kingdom, Japan, France and Netherlands.
The firm is a bottom-up fundamental, quantitative manager. It limits industry and country allocation for the multicountry approach to 20% of its portfolio. Holdings are broadly diversified.
Analysts or portfolio managers are stationed in Bridgeport, Shannon and Bangalore.
The firm has been registered with the SEC since 1961.
Judith R. Corchard is chief investment officer; Diane H. Timpany is client contact.
