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John P. Pilgrim

Director of Investment Operations & Limited Partner at RhumbLine Advisers LP
Overview
Relationships
In The News
Paths
Career History

John P. Pilgrim

Director of Investment Operations & Limited Partner at RhumbLine Advisers LP

Overview

Number of Relationships
This person is connected to 435 people.

Relationships See Details


Director-Investment Operations at RhumbLine Advisers LP

Chief Executive Officer & General Partner at RhumbLine Advisers LP

Chief Investment Officer at RhumbLine Advisers LP

Portfolio Manager, Limited Partner at RhumbLine Advisers LP

Portfolio Manager & Limited Partner at RhumbLine Advisers LP

Co-Chief Investment Officer at RhumbLine Advisers LP

Chief Financial Officer & General Partner at RhumbLine Advisers LP

Director of Marketing & General Partner at RhumbLine Advisers LP

Portfolio Analyst, Limited Partner at RhumbLine Advisers LP

Administrator, Limited Partner at RhumbLine Advisers LP
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November 8, 2017

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Career History

Director of Investment Operations & Limited Partner
2005 - Current
RhumbLine Advisers specializes in managing index-based strategies for institutional investors. The firm's strategies include pure index tracking, as well as customization to meet clients' unique needs. They manage a broad spectrum of fund types in both separate client accounts and pooled funds.RhumbLine Advisers employs the use of modern quantitative tools to manage passive portfolios that closely track any of the standard indices a client may choose. The firm also creates customized indices and portfolios that track those indices to meet clients' needs. For many clients, the firm incorporates lists of companies the client seeks to exclude from portfolios while still tracking an unrestricted index. In addition to managing pension and endowment non-taxable portfolios, they use quantitative tools to manage taxable portfolios. For taxable portfolios, the firm has the capability to minimize realized gains and harvest tax gains or losses as needed. In addition, the firm offers an enhanced index product that seeks to deliver returns that exceed an index while maintaining the same overall characteristics and risk level of the index.RhumbLine Advisors does not utilize securities lending in any of their commingled index fund products. Their fund types include: large-cap, small-cap, mid-cap, broad market, specialty products, international, fixed-income and real estate. All of RhumbLine Advisors' products are index-based and customized index-based strategies designed to match the risk and return characteristics of specific benchmarks. The firm applies quantitative techniques and computer expertise to replicate the published indices and to customize unique passive products that meet each client's investment needs. RhumbLine Advisors closely monitors portfolios on an ongoing basis to ensure compliance with the client's investment requirements. The firm's securities trading process is designed to minimize trading costs, while meeting the unique trading requirements of each client.
Fund Advisor
Prior - 2005
SSgA Funds Management (SSgA FM) uses quantitative methods, as well as an industry-specific bottom-up investment approach to select stocks. The firm's mutual funds and institutional portfolios follow the same management style. They offer a broad range of strategies including: Active, Enhanced, and Passive Equity; Active & Passive Debt; Cash Management; Multi-Asset Class Solutions; Real Estate (including Direct Real Estate); Senior Loans; Managed Futures; and Private Equity. cash and real estate. ^The firm's Active, Enhanced & Passive are designed to outperform relative to benchmarks while maintaining appropriate risk exposure. Active equity strategies include enhanced equity and active quantitative strategies. The strategies cover market-cap and style segments of the market including: large-cap core, large-cap growth, large-cap value, mid-cap, small-cap, small-cap value, all-cap, and long-short equity. They also manage long-short and long-short market neutral strategies.SSgA FM's Active & Passive Debt strategies seek to meet clients’ objectives by controlling risk, while diversifying sources of excess return. The firm offers a range of investment styles from passive to active, short to long duration, tax-exempt, sovereign to high yield, and single country to global. The strategies typically use a stratified sampling methodology to build portfolios with the same characteristics as the index using quantitative and fundamental methods.^SSgA FM's cash strategies seek to generate current income while preserving capital and liquidity by investing in diversified portfolios of short-term securities.SSgA FM's Multi-Asset Class strategies employ an asset allocation model as means of diversification and seeks to position assets among major investment categories. The goal is to manage risk and enhance returns.SSgA FM is an advisor to funds that employ both passive and actively managed REITs investing strategies. They also offer direct real estate investment strategies.SSgA FM is an advisor to a fund that employs senior loan investing strategies. An unaffiliated sub-advisor directs the investments of the fund. SSgA FM's Managed Futures strategy allocates assets using two approaches: a managed futures strategy and a fixed income strategy. The managed futures strategy seeks to capture returns tied to global macroeconomic trends in the commodity futures markets, taking both long and short positions. The fixed income strategy is designed to generate interest income and capital appreciation to add diversification to the returns generated by the managed futures strategy.SSgA FM's Private Equity strategies focus on rigorous partner selection, thorough evaluation of quality investment opportunities, and fundamental, research-driven research. The strategies make direct or co-investments across sectors, as well as fund investments.
Fund Advisor
Prior - 2005
Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies

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