Legato Capital Management LLC

Legato Capital Management LLC

Legato Capital Management LLC

Overview
Date Founded

2004

Headquarters

111 Pine Street,Suite 1700,San Francisco, CA 94111-5630

Type of Company

Private

Employees (Worldwide)

9

Industries

Investment Services & Portfolio Management

Company Description

Legato Capital Management specializes in building customized multi-manager long-only equity portfolios across domestic and international asset classes, styles and capitalization sizes. In constructing multi-manager portfolios, the firm integrates manager selection, asset allocation and risk management processes. The firm generally allocates client assets among sub-advisers for active discretionary management based upon the stated investment objectives of the client. Legato Capital Management’s research methodology employs both qualitative and quantitative analysis to discover sub-advisers and applies fundamental research to construct portfolios. They utilize fundamental research to construct portfolios.

Contact Data
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Executives & Employees

Founder

Senior Vice President & Chief Financial Officer

Senior Vice President, Product Specialist

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Advisors & Consultants
Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Clients

CalPERS’ assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

Employees Retirement System of Texas (ERS) administers retirement, health and other insurance benefits, TexFlex, a tax-savings flexible benefit program, and 401 (k) and 457 investment accounts as part of the Texa$aver Program. Asset classes in which the systems invest include domestic and international equities and fixed-income. The Board of Trustees sets long-term asset allocation targets or ranges that best meet the needs of the plans and their beneficiaries. Formal asset allocation studies are conducted at least every five years, with annual evaluations of the validity of the adopted asset allocation based on updated return projections. ERS' investment staff is directed to rebalance at least quarterly the asset allocation of the investment portfolios to remain within the target allocation bands.

The San Diego County Employees' Retirement Association invests mainly in domestic and international equities and fixed-income securities. They also have investments in real estate, commodities, finance and alternative equities.

Non-Profit Donations & Grants
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