AEGON USA INVESTMENT Overview
Aegon Usa Investment Management Llc is an investment advisor that manages 141 BN dollars in regulatory AUM and has 370 employees, of which 65 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/17. The fund's latest filing disclosed 46MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/17. The fund's latest filing disclosed 46MM in positions, representing 0% of the manager's regulatory AUM.
AEGON USA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AEGON USA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WFCPRL | 25.43% | Financials | -4.22% | -1.48% | 0 | 3% | ||
| BACPRL | 10.18% | Financials | -0.29% | -0.23% | 0 | 2% | ||
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FEATURED IN
AEGON USA INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel P. Fox | Executive Vice President-Risk Management | September-2001 |
| Kirk W. Buese | Executive Vice President-Private And Structured Finance And Interim Chief Investment Officer | January-2002 |
| Stephanie M. Phelps | Elected Manager, Senior Vice President, Treasurer/Cfo | November-2011 |
| Karen H. Fleming | Senior Vice President And Chief Administrative Officer | January-2011 |
| James A. Mautino | Chief Compliance Officer | January-2014 |
| Richard J. Wirth | General Counsel And Secretary | September-2014 |
| Werner N. Vetsch | Chief Operating Officer And Senior Vice President | February-2015 |
| Philip A. Lemmens | Global Chief Risk Officer Aam | January-2012 |
| Sarah A. Russell | Global Chief Executive Officer Aam | September-2010 |
| Thomas W. Neukranz | Senior Vice President-Head Of Distribution | April-2015 |
AEGON USA INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
AEGON USA INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Investment Strategies AUIM offers standard invest- ment strategies as well as cus- tomized portfolios. Methods of analysis and investment risks are presented for the firm’s standard, marketed investment strategies. Investment details
for non-marketed strategies and customized portfolios are avail- able upon request at (877) 234-
6862 or at aegoninvestments
@aegonusa.com.
AUIM’s marketed investment strategies can be broadly clas- sified into three groups:
1. Fundamental fixed income strategies that include total- return strategies utilizing one or more fixed income asset classes; duration-sensitive management strategies and cash flow management; and constrained strategies based on client restrictions such as rating limitations, position limits, etc.
2. Asset allocation strategies designed to offer broad diversi- fication in a single investment solution. These strategies ar...
Unlock Full Investment Process Description
A. Investment Strategies AUIM offers standard invest- ment strategies as well as cus- tomized portfolios. Methods of analysis and investment risks are presented for the firm’s standard, marketed investment strategies. Investment details
for non-marketed strategies and customized portfolios are avail- able upon request at (877) 234-
6862 or at aegoninvestments
@aegonusa.com.
AUIM’s marketed investment strategies can be broadly clas- sified into three groups:
1. Fundamental fixed income strategies that include total- return strategies utilizing one or more fixed income asset classes; duration-sensitive management strategies and cash flow management; and constrained strategies based on client restrictions such as rating limitations, position limits, etc.
2. Asset allocation strategies designed to offer broad diversi- fication in a single investment solution. These strategies ar...
Unlock Full Investment Process Description
AEGON USA INVESTMENT Portfolio Concentration
AEGON USA INVESTMENT Location
4333 EDGEWOOD ROAD NE
CEDAR RAPIDS, Iowa
UNITED STATES, 52499-5338
CEDAR RAPIDS, Iowa
UNITED STATES, 52499-5338
AEGON USA INVESTMENT Contact Information
Phone Number: 319-355-3598
Fax Number: 319-355-2188
Website: http://www.aegoninvestments.com
Fax Number: 319-355-2188
Website: http://www.aegoninvestments.com
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