RhumbLine Advisers LP

RhumbLine Advisers LP

RhumbLine Advisers LP

Overview
Date Founded

1999

Headquarters

265 Franklin Street,21st floor,Boston, MA 02110-3113

Type of Company

Private

Employees (Worldwide)

21

Industries

Investment Services & Portfolio Management

Company Description

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.

Contact Data
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In The News
Pensions & Investments
January 22, 2018
HIRINGS
Pensions & Investments
January 9, 2017
HIRINGS
Pensions and Investments
October 14, 2013
AT DEADLINE
Executives & Employees

Chief Executive Officer & General Partner

Chief Financial Officer & General Partner

Chief Investment Officer, Limited Partner

Director of Marketing & General Partner

Portfolio Manager, Limited Partner

Portfolio Analyst, Limited Partner

Portfolio Manager & Limited Partner

Administrator, Limited Partner

Director of Investment Operations & Limited Partner

Marketing & Client Services Officer, Limited Partner

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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.

Clients

SURS is invested across asset classes including US and non-US equities, fixed-income, real estate and alternative assets. Their largest holdings include General Electric Co, Microsoft, Pfizer, Inc. and Exxon Mobile Corp.

LACERS invests in domestic and international equities, fixed-income, private equity and real estate. The plan is diversified across all sectors.

Teachers Retirement System of Louisiana's (TRSL) investments are managed by experienced and credentialed investment professionals and the TRSL Board of Trustees. The system's asset allocation is continually reviewed to ensure that the portfolio has an appropriate mix of investments to maximize returns and minimize risk. TRSL is a long-term investor that maintains a broadly diversified portfolio of global assets, in both public and private investments, designed to withstand market fluctuations. The desired investment objective is a long-term compound rate of return on the system's assets of 3.9% above the Consumer Price Index (CPI-U) seasonally adjusted or the actuarial rate, whichever is higher. Investments include domestic equities, international equities, emerging markets equities, US fixed income securities, high yield bonds, non-US developed country bonds, emerging markets bonds, real estate (core), opportunistic real estate, commodities, infrastructure, corporate finance, venture capital, and mezzanine/distressed debt. Target allocation ranges are: total equities 35%-65%; Total Core Fixed Income 6%-20%; total non-US fixed income 0%-13%; total real estate 0%-14%; and total alternative assets 5%-30%.

Non-Profit Donations & Grants
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