The Boston Company Asset Management LLC

The Boston Company Asset Management LLC

The Boston Company Asset Management LLC

Overview
Date Founded

1970

Headquarters

BNY Mellon Center,201 Washington Street,Boston, MA 02108-4403

Type of Company

Private

Employees (Worldwide)

149

Industries

Investment Services & Portfolio Management

Company Description

The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.

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Executives & Employees

Chairman & Chief Executive Officer

Chief Compliance Officer & Chief Administrative Officer

Lead Portfolio Manager for the US Large Cap Core

Lead Portfolio Manager on the Non-US & Emerging Markets Value Strategies

Head of US Distribution

Executive Vice President & Global Head of Strategic Relationships

Senior Managing Director

Senior Managing Director

Senior Managing Director

Senior Managing Director

Board of Directors

Chairman & Chief Executive Officer at The Boston Company Asset Management LLC

Chairman Emeritus at Standish Mellon Asset Management Company LLC

Senior Managing Director at The Boston Company Asset Management LLC

Senior Investment Strategist at The Boston Company Asset Management LLC

Former Director & Portfolio Manager at The Boston Company Asset Management LLC

Portfolio Manager at Dreyfus Funds, Inc.

Managing Director & Senior Research Analyst the Boston Company's Global Research Team at The Bank of New York Mellon Corporation

Former Director at New England Financial

Executive Director at JPMorgan Asset Management Private Equity

Director & Portfolio Manager at The Boston Company Asset Management LLC

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The Boston Company Asset Management LLC
Advisors & Consultants
Auditor

KPMG LLP engages in the provision of audit, tax and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Clients

The California Public Employees Retirement System (CalPERS) assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including real estate, infrastructure, forest land, commodities, inflation-linked bonds, fixed-income, private equity, global public equity and nominal government bonds and cash. Strategies are managed both internally and through external managers.^CalPERS' absolute return program utilizes absolute return funds to capitalize on investment opportunities not available using traditional approaches to investing in public markets. The program's objective is to enhance CalPERS' total fund return while diversifying total fund risk.^CalPERS' Global Equity Strategy is managed as an overall composite portfolio combining an index-oriented core with actively managed portfolios. Investments are managed from the view of relative return and risk as compared to the overall strategic benchmark. The strategy incorporates CalPERS' values in investing to influence ESG, as long as such influence is consistent with maximizing long-term, risk adjusted returns.^Their Dollar Denominated Fixed-Income Program seeks to exceed the return of the BCLL Index while maintaining a high level of diversification. CalPERS invests across bond market sectors where risks are understood and manageable. CalPERS' International Fixed Income Program seeks to exceed the return of the BCIFI Index. The strategy focuses on maximizing risk adjusted returns through the selection and allocation of permissible bond markets. Maturities, durations, credits, currencies and derivative instruments are carefully managed. CalPERS also invests in global debt issued by national governments. Their Dollar Denominated Short-Term Program seeks opportunities in the short end of the yield curve with manageable risks, while maintaining liquidity, credit quality, weighted average days to maturity and diversification. Their Dollar Denominated Fixed Income Limited Duration Program includes the High Quality LIBOR program and the Short Duration strategy. The High Quality LIBOR Program is a limited duration, highly liquid program that invests in limited duration assets that provide low volatility vs. a floating-rate based benchmark. The Short Duration Program seeks to earn a return premium vs. traditional limited duration assets through a modest increase in portfolio duration and by purchasing a broader universe of limited duration securities than is available to traditional money market portfolios.^CalPERS' TIPS Program seeks a duration that is similar to the duration of the Barclays Capital Global Real: US TIPS Index. Investments may include US TIPS, nominal US Treasury Securities and short term-investment funds (STIF).^CalPERS' Liquidity Programs are designed to provide liquid assets that can be converted to cash during market downturns, to provide a partial hedge to liabilities and to provide diversification. Their US Treasury 2-10 Year Program invests in US Treasury securities (including futures whose deliverable instrument is a US Treasury security) as well as STIFs from a custodial bank or internal CalPERS STIFs.

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%.