NGAM ADVISORS L.P. Overview

Ngam Advisors L.p. is an investment advisor that manages 14.1 BN dollars in regulatory AUM and has 433 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 55% of the manager's regulatory AUM.

NGAM ADVISORS L.P. StockAlpha

-2.4%
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

NGAM ADVISORS L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 1.93% ETF -3.65% -0.1% 1 4%
FB 1.41% Tech -6.7% -0.12% 0 37%
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NGAM ADVISORS L.P. Founders and Key Employees

Name Title In Position Since
Coleen D. Dinneen Executive Vice President (Evp), General Counsel March-2008
Beatriz A. Pinasmith Executive Vice President (Evp), Treasurer & Chief Financial Officer (Cfo) March-2008
Russell L. Kane Senior Vice President (Svp) & Deputy General Counsel March-2007
Michael C. Kardok Senior Vice President (Svp) & Treasurer (Funds) November-2004
Anthony D. Loureiro Senior Vice President (Svp) November-2004
Rosa E. Licea-Mailloux Senior Vice President (Svp), Associate General Counsel March-2010
David A. Vallon Senior Vice President (Svp) & Chief Compliance Officer (Cco) April-2007
Curtis L. Overway President Managed Portfolio Advisors & President Active Investment Advisors November-2006
Sharon M. Wratchford Executive Vice President (Evp) Operations & Technology January-2009
David L. Giunta President & Chief Executive Officer (Ceo) January-2008
Kevin H. Maeda Vice President (Vp) & Chief Investment Officer (Cio) Active Investment Advisors October-2006
Stacie D. Paoletti Senior Vice President (Svp) & Chief Operating Officer (Coo) Managed Portfolio Advisors September-2010
Marilyn V. Rosh Senior Vice President & Controller March-2011

NGAM ADVISORS L.P. Brokers, Custodians, Auditors and Administrators

Type Company

NGAM ADVISORS L.P. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss: In providing discretionary investment advisory services to its managed account clients, NGAM Advisors utilizes investment recommendations which may be provided to it by model portfolio providers in the form of a model portfolio of investment recommendations. NGAM Advisors may also combine, for multi-manager and unified managed account strategies, more than one model portfolio.



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The model portfolios provided to NGAM Advisors are generally based on a hypothetical U.S. person with a minimum account size and a specific investment strategy. Model portfolios are generally created using substantially the same investment analyses, sources of information and strategies that model portfolio providers use in providing investment advisory services to their own institutional client accounts. In general the methods and sources of information utilized by the model portfolio providers to create the model portfolios ...
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NGAM ADVISORS L.P. Portfolio Concentration

NGAM ADVISORS L.P. Location

399 BOYLSTON STREET
BOSTON, Massachusetts
UNITED STATES, 02116

NGAM ADVISORS L.P. Contact Information

Phone Number: 617-449-2813
Fax Number: 617-369-9794
Website:

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