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 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 0% of the manager's regulatory AUM.
WESTERN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESTERN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LQD | 90.71% | ETF | -5.31% | -5.7% | 1 | 7% | ||
| JNK | 2.29% | ETF | -0.14% | -0.03% | 0 | 4% | ||
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FEATURED IN
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
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
PASADENA, California
UNITED STATES, 91101
WESTERN ASSET Contact Information
Phone Number: 626-844-9400
Fax Number: 626-844-9450
Website: null
Fax Number: 626-844-9450
Website: null
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