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 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 13% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 13% of the manager's regulatory AUM.
MONETA GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONETA GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 5.38% | ETF | 11.09% | -0% | 1 | 0% | ||
| IEMG | 5.31% | ETF | -1.09% | -0.6% | 0 | 0% | ||
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FEATURED IN
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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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...
Get the Full Report
MONETA GROUP Portfolio Concentration
MONETA GROUP Location
100 SOUTH BRENTWOOD, SUITE 500
CLAYTON, Missouri
UNITED STATES, 63105
CLAYTON, Missouri
UNITED STATES, 63105
MONETA GROUP Contact Information
Phone Number: 314-726-2300
Fax Number: 314-862-6139
Website: null
Fax Number: 314-862-6139
Website: null
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