Invesco today announces that Robert Ginsberg, CFA, has joined Invesco Quantitative Strategies (IQS) as quantitative research analyst. Ginsberg joins a team of researchers developing U.S. equity stock selection and global asset allocation models. As a team member he is jointly responsible for quantifying and testing fundamental and behavioral investments insights for inclusion in the expected return forecast models, and for evaluating and enhancing risk models used in the development of specific products and client portfolios. Ginsberg reports to Anthony Shufflebotham, head of U.S. research for Invesco Quantitative Strategies, and is based in Boston. With his arrival on September 2, the IQS global research team now numbers 23 and is part of a team that manages $29.5 billion in assets under management (as of June 30, 2008) for clients worldwide.
"We are thrilled to have Rob join us,” said Russ Kamp, head of Invesco Quantitative Strategies. “He brings with him a wealth of experience and a passion for investing that will complement our senior research talent. Despite the difficult market environment, IQS continues to invest heavily in research talent."
With locations in New York, Boston and Frankfurt, Invesco Quantitative Strategies’ investment process captures alpha through a systematic application of fundamental and behavioral concepts. This investment process is supported by rigorous research that validates the effectiveness of the investment ideas and identifies potential new insights that may add predictive value as markets evolve. IQS’s investment capabilities include active long-only, enhanced, directional long/short (130/30) and market neutral strategies, as well as tactical asset allocation.
Ginsberg joins from Putnam Investments where he was Managing Director, Portfolio Manager with responsibilities that included co-managing large-cap core-growth and growth equity portfolios from August 2004 until January 2008. From December 1999 until August 2004 he was Vice President, Portfolio Manager, Delaware Investments as a member of a portfolio management team for structured value, core and growth equities. He started at Delaware as an equity analyst in September 1997 designing “bottom-up” quantitative stock selection models. He began his business career as a consultant with Accenture in August 1995.
Ginsberg holds a Bachelor of Science in Economics and a MBA, both from The Wharton School of Business, University of Pennsylvania. He is a CFA charterholder.
Invesco is a leading independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, including AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark, and WL Ross, Invesco provides a comprehensive array of enduring investment solutions for retail, institutional and high net worth clients around the world. Operating in 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
Bill Hensel, 404-479-2886