ALPS ADVISORS INC Overview

Alps Advisors Inc is an investment advisor that manages 16.7 BN dollars in regulatory AUM and has 40 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/07 to 09/30/16. The fund's latest filing disclosed 12BN in positions, representing 73% of the manager's regulatory AUM.

ALPS ADVISORS INC StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALPS ADVISORS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPD 7.65% Energy -6.74% -0.96% 10 13%
MMP 7.35% Energy -0.96% -0.45% 15 8%
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ALPS ADVISORS INC Founders and Key Employees

Name Title In Position Since
Edmund J. Burke Director April-2001
Thomas A. Carter President, Director January-2004
Jeremy O. May Executive Vp, Director January-2004
Bradley J. Swenson Senior Vp, Chief Compliance Officer August-2006
William R. Parmentier Senior Vp, Chief Investment Officer December-2006
Robert J. Szydlowski Senior Vp, Chief Technology Officer February-2007
Erin Nelson Vp March-2014
Aisha J. Hunt Senior Vp, General Counsel July-2014

ALPS ADVISORS INC Brokers, Custodians, Auditors and Administrators

Type Company

ALPS ADVISORS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis, Sources of Information and Investment Strategies

AAI generally does not research or actively recommend specific portfolio securities. Rather, it collects, validates and utilizes quantitative data and information from various sources with the goal of identifying one or more sub-advisers which are appropriate to their respective investment objectives and which provide an appropriate mix of diversified investment styles.

AAI's principal sources of information for evaluating, selecting and monitoring the performance of sub-advisers are the qualitative and quantitative information developed by its personnel and quantitative data furnished by various unaffiliated database providers.

On the qualitative side, AAI's personnel conduct in-person meetings with investment management firms that are potential candidates for selection as sub-advisers. Moreover, the qualitative info...
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ALPS ADVISORS INC Portfolio Concentration

ALPS ADVISORS INC Location

1290 BROADWAY, SUITE 1100
DENVER, Colorado
UNITED STATES, 80203

ALPS ADVISORS INC Contact Information

Phone Number: 303-623-2577
Fax Number: 303-623-7850
Website:

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