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 09/30/20. The fund's latest filing disclosed 7BN in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/07 to 09/30/20. The fund's latest filing disclosed 7BN in positions, representing 41% of the manager's regulatory AUM.
ALPS ADVISORS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALPS ADVISORS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 5.25% | Financials | 10.62% | -0.59% | 1 | 10% | ||
| EPD | 4.89% | Energy | 45.82% | 0.49% | 2 | 11% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ALPS ADVISORS INC Portfolio Concentration
ALPS ADVISORS INC Location
1290 BROADWAY, SUITE 1100
DENVER, Colorado
UNITED STATES, 80203
DENVER, Colorado
UNITED STATES, 80203
ALPS ADVISORS INC Contact Information
Phone Number: 303-623-2577
Fax Number: 303-623-7850
Website: http://www.alpsfunds.com
Fax Number: 303-623-7850
Website: http://www.alpsfunds.com
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