NISA INVESTMENT Overview
Nisa Investment Advisors L.l.c. is an investment advisor that manages 144.9 BN dollars in regulatory AUM and has 215 employees, of which 104 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 10BN in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 10BN in positions, representing 7% of the manager's regulatory AUM.
NISA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NISA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.24% | Tech | 15.04% | 0.2% | 0 | 46% | ||
| AAPL | 3.13% | Tech | 7.95% | -0.03% | 0 | 41% | ||
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FEATURED IN
NISA INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jess B. Yawitz | Chairman & Chief Executive Officer & Member Of Executive Committee | April-1994 |
| William J. Marshall | President & Member Of Executive Committee | April-1994 |
| Clarence R. Krebs | Director, Client Services & Member | July-2000 |
| Kenneth L. Lester | Managing Director, Portfolio Management & Member | October-2012 |
| Paul L. Jones | Director, Equity Portfolio Management | June-1995 |
| Gregory J. Yess | Managing Director, Client Services, Chief Operating Officer & Member | January-2014 |
| Bella L. Sanevich | General Counsel & Member | February-2005 |
| Anthony R. Pope | Managing Director, Portfolio Management & Member | October-2012 |
| Joseph A. Murphy | Director, Portfolio Management & Member | June-2010 |
| David G. Eichhorn | Managing Director, Investment Strategies & Member Of Executive Committee | January-2014 |
| Marianne Odoherty | Chief Compliance Officer | October-2011 |
| Cheryl L. Hanson | Director, Client Services | September-2013 |
| Daniel A. Scholz | Director, Investment Strategies | September-2013 |
| Kevin D. Schuman | Director, Client Services | September-2013 |
| Matthew D. Kaplan | Chief Risk Officer | January-2015 |
NISA INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NISA INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
OVERVIEW
Generally, a client specifies a benchmark index for its portfolio. In these cases, the client chooses a benchmark and specifies guidelines that reflect the client’s investment objectives and risk tolerance for the portfolio.
Investing in securities involves the risk of loss that a client should be prepared to bear. The potential magnitude and likelihood of the loss will vary primarily with the benchmark selected or the investment goals set by the client.
STRATEGIES
DOMESTIC AND CANADIAN FIXED INCOME
NISA seeks to achieve portfolio returns that closely track the relevant benchmark returns. NISA’s secondary objective is to seek to achieve excess returns vis-à-vis the benchmark, commonly known as alpha.
Our clients generally define risk as tracking error vis-à-vis the relevant benchmark. We evaluate each position net of the bench...
Unlock Full Investment Process Description
OVERVIEW
Generally, a client specifies a benchmark index for its portfolio. In these cases, the client chooses a benchmark and specifies guidelines that reflect the client’s investment objectives and risk tolerance for the portfolio.
Investing in securities involves the risk of loss that a client should be prepared to bear. The potential magnitude and likelihood of the loss will vary primarily with the benchmark selected or the investment goals set by the client.
STRATEGIES
DOMESTIC AND CANADIAN FIXED INCOME
NISA seeks to achieve portfolio returns that closely track the relevant benchmark returns. NISA’s secondary objective is to seek to achieve excess returns vis-à-vis the benchmark, commonly known as alpha.
Our clients generally define risk as tracking error vis-à-vis the relevant benchmark. We evaluate each position net of the bench...
Unlock Full Investment Process Description
NISA INVESTMENT Portfolio Concentration
NISA INVESTMENT Location
101 SOUTH HANLEY ROAD SUITE 1700
ST. LOUIS, Missouri
UNITED STATES, 63105-3787
ST. LOUIS, Missouri
UNITED STATES, 63105-3787
NISA INVESTMENT Contact Information
Phone Number: 314-721-1900
Fax Number: 314-721-3041
Website: http://www.nisa.com
Fax Number: 314-721-3041
Website: http://www.nisa.com
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