RHUMBLINE ADVISERS Overview

Rhumbline Advisers is an investment advisor that manages 35.2 BN dollars in regulatory AUM and has 18 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 36BN in positions, representing 103% of the manager's regulatory AUM.

RHUMBLINE ADVISERS StockAlpha

-0.5%
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

RHUMBLINE ADVISERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.73% Tech 1.31% -0.02% 0 42%
MSFT 1.91% Tech 8.31% 0.12% 0 36%
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FEATURED IN
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RHUMBLINE ADVISERS Founders and Key Employees

Name Title In Position Since
Wayne T. Owen Chief Executive Officer/ Limited Partner October-1990
Kim R. Mccant Chief Financial Officer/ Limited Partner October-1990
Denise A. D'Entremont Director Of Marketing & Client Service/ Limited Partner December-2002
Jennifer S. Pilgrim Chief Compliance Officer August-2014
Norman H. Meltz Chief Investment Officer/ Limited Partner August-2005

RHUMBLINE ADVISERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

RHUMBLINE ADVISERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis & Investment Strategies
RhumbLine utilizes a full index replication technique, whenever possible, in which the client’s portfolio holds all or substantially all securities in the appropriate index (or product specific portion of the index). Each security allocation in the client’s portfolio matches that security’s allocation in the index as closely as possible, subject to client-imposed restrictions.

Stratified Sampling
Stratified Sampling carves the index into divisions – we use industries as the breakdown. We specify what percentage of the index weight to replicate. After replicating the percentage specified, the software then adjusts the weight of each industry in the portfolio to exactly match the weight of that industry in the index. RhumbLine uses stratified sampling for 1) smaller accounts (< $25MM), 2) broad indices (more than 500 index constituents), or 3) investin...
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RHUMBLINE ADVISERS Portfolio Concentration

RHUMBLINE ADVISERS Location

265 FRANKLIN STREET, 21ST FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

RHUMBLINE ADVISERS Contact Information

Phone Number: 617-345-0434
Fax Number: 617-345-0675
Website:

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