260 Franklin St., Boston, Mass. 02110; phone: (617) 439-6141; fax: (617) 439-6144
(U.S. $ millions)
Total discretionary assets1,950
Non-U.S. pension assets60
U.S. discretionary tax-exempt assets managed:
Total international/global1,890
International1,590
Active equity accounts1,562
Emerging markets28
Global300
Active equity accounts273
Emerging markets27
Minimum separate account10
Acadian Asset Management had $1.59 billion in international accounts and $300 million in global accounts as of March 31.
The firm's asset mix for international accounts was 97% equity and 3% cash as of March 31; equity assets were committed most heavily to Japan, the United Kingdom, France, Germany and Canada.
As of the same date, its global account asset mix was 97% equity and 3% cash; equity assets were committed most heavily to Japan, the United Kingdom, France, the Netherlands and the United States.
The firm uses an international/global enhanced value strategy that systematically exploits characteristics such as low p/e and p/b ratios and other pricing anomalies at both the country and individual stock level.
Analysts or portfolio managers are stationed in Boston.
The firm, a subsidiary of UAM, has been registered with the SEC since 1986.
Gary L. Bergstrom is chief investment officer; Churchill G. Franklin is client contact.
Aeltus Investment
Management Inc.
242 Trumbull St., IG6A, Hartford, Conn. 06156; phone: (203) 275-3460; fax: (203) 275-2040
(U.S. $ millions)
Total discretionary assets20,788
Non-U.S. pension assets1,393
U.S. discretionary tax-exempt assets managed:
Total international/global995
International995
Active equity accounts487
Indexed equity accounts508
Aeltus Investment Management Inc. had $995 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, the United Kingdom, France, Hong Kong and Germany.
The firm is an active manager supported by the use of quantitative techniques and access to domestic and international markets.
Analysts or portfolio managers are stationed in Hartford, Boston, Hong Kong, China and Malaysia.
The firm, a subsidiary of Aetna Life Insurance Co., has been registered with the SEC since 1972.
Thomas O'Neill is chief investment officer; Orlando Lobo is client contact.
Alliance Capital Management
1345 Avenue of the Americas, New York, N.Y. 10105; phone: (212) 969-1000; fax: (212) 969-2118
(U.S. $ millions)
Total discretionary assets119,759
Non-U.S. pension assets2,040
U.S. discretionary tax-exempt assets managed:
Total international/global2,814
International2,108
Active equity accounts1,234
Active bond accounts19
Indexed equity accounts620
Emerging markets235
Global706
Active equity accounts137
Active bond accounts420
Indexed equity accounts45
Indexed bond accounts37
Emerging markets67
Minimum separate account10
Alliance Capital Management L.P. had $2.108 billion in international accounts and $706 million in global accounts as of March 31.
The firm's international equity assets were committed most heavily to the United Kingdom, Germany, France, Japan and the Netherlands.
As of the same date, its global equity assets were committed most heavily to the United States, Japan, the United Kingdom, Germany and France.
The firm's growth-oriented philosophy emphasizes research designed to identify investment opportunity created by changing economies, industries and company fundamentals.
Analysts or portfolio managers are stationed in New York, Minneapolis, Cleveland, San Francisco, Tokyo, London and Bombay.
The firm, a subsidiary of The Equitable Life Assurance Society of the United States, has been registered with the SEC since 1971.
Bruce W. Calvert is chief investment officer; Eric Johnson is client contact.
