WESTERN ASSET Overview

Western Asset Management Company is an investment advisor that manages 379.4 BN dollars in regulatory AUM and has 547 employees, of which 145 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 338MM in positions, representing 0% of the manager's regulatory AUM.

WESTERN ASSET StockAlpha

-8.2%
Top 25%
3yr StockAlpha Register for more...

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

WESTERN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BKLN 69.56% ETF 0.71% 0.03% 4 3%
DBC 13.67% ETF 3.93% 0.4% 1 2%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WESTERN ASSET Founders and Key Employees

Name Title In Position Since
Bruce D. Alberts Chief Financial Officer March-1999
James W. Hirschmann Director, Chief Executive Officer And President April-1989
Brett B. Canon Director Of Risk Management And Operations September-2002
Kevin Ehrlich Chief Compliance Officer February-2007
Charles A. Ruys De Perez General Counsel And Secretary April-2007
Jeffrey A. Nattans Non-Employee Director July-2007
James J. Flick Director Of Global Client Service And Marketing June-2009
Francis B. Bilson Non-Employee Director September-2013

WESTERN ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

WESTERN ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss” for further information about the Market and Credit Risk Committee.


Portfolio Compliance Review


Western Asset maintains a Portfolio Compliance group as part of its Legal and Compliance Department that plays an important role in the mitigation of risk by providing daily monitoring of portfolio trading activity. The function is independent of portfolio management and marketing, reporting to the Head of Risk Management and Operations. All client portfolios are monitored every day through both post trade and pre trade procedures. Upon an account’s inception the guidelines are programmed into Western Asset’s automated monitoring system (except for a limited number of guidelines which must be monitored by compliance officers manually.) Western Asset maintains portfolio compliance officers and systems directly on the trading desk to provide pre-trade checks for investments. While not all guidelines...
Unlock Full Investment Process Description

WESTERN ASSET Portfolio Concentration

WESTERN ASSET Location

385 E. COLORADO BLVD.
PASADENA, California
UNITED STATES, 91101

WESTERN ASSET Contact Information

Phone Number: 626-844-9400
Fax Number: 626-844-9450
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A