MONETA GROUP Overview

Moneta Group Investment Advisors Llc is an investment advisor that manages 14.1 BN dollars in regulatory AUM and has 245 employees, of which 100 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 441MM in positions, representing 3% of the manager's regulatory AUM.

MONETA GROUP StockAlpha

-3.5%
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

MONETA GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEMG 11.92% ETF -6.34% -0.96% 0 4%
IDV 11.83% ETF -3.37% -0.59% 2 3%
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FEATURED IN
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MONETA GROUP Founders and Key Employees

Name Title In Position Since
Gene M. Diederich Ceo/Board Member March-2009
Christopher M. Whiting Chief Operating Officer May-2011
William A. Hornbarger Chief Investment Officer October-2009
Nathan R. Howard Chief Compliance Officer August-2014
Thomas E. O'Meara Chairman, Board Of Directors January-2015

MONETA GROUP Brokers, Custodians, Auditors and Administrators

Type Company

MONETA GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies

Moneta utilizes its proprietary research methodology to create a diversified “Recommended List” and “Approved List” from which principals can develop portfolios tailored to each client’s needs. We incorporate data from several sources including Morningstar, Zephyr, Bloomberg, Haver Analytics and others. Performance data analysis is augmented with qualitative screens including manager interviews, investment documentation reviews and background investigations. Assets are allocated among various asset classes and rebalanced periodically to provide risk management.

Moneta also considers the following factors in its Recommended List and Approved List investment analysis:

 Recognition of Risk: Moneta believes an investment strategy should be based on an understanding of loss of capital risk (market risk) and loss of purchasing power risk (inflation r...
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MONETA GROUP Portfolio Concentration

MONETA GROUP Location

100 SOUTH BRENTWOOD, SUITE 500
CLAYTON, Missouri
UNITED STATES, 63105

MONETA GROUP Contact Information

Phone Number: 314-726-2300
Fax Number: 314-862-6139
Website:

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