WORLD ASSET Overview
World Asset Management Inc is an investment advisor that manages 12.8 BN dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 06/30/17. The fund's latest filing disclosed 3BN in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/30/17. The fund's latest filing disclosed 3BN in positions, representing 23% of the manager's regulatory AUM.
WORLD ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WORLD ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.58% | Tech | 11.38% | 0.13% | 0 | 38% | ||
| MSFT | 1.82% | Tech | 6.7% | 0% | 0 | 33% | ||
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FEATURED IN
WORLD ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Marc L. Scheuer | Director | November-2009 |
| Dennis A. Johnson | President / Chairman / Director And Chief Investment Officer | May-2012 |
| Lawrence J. Granata | Chief Compliance Officer / Director | November-2012 |
| Randolph J. Johanneck | Director | November-2013 |
| Laura S. Armstrong | Chief Administrative Officer | March-2015 |
WORLD ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WORLD ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Analysis
World’s goal is to help clients build broadly diversified portfolios with a global reach in a cost effective manner. We focus on rule‐based passive investment products and provide services tailored to meet the specific needs and requirements of each client. We believe that over extended periods of time, the financial markets will generate
positive returns that will meet our clients’ investment goals. We also believe that a cost containment strategy will help our clients to keep more of that positive performance. Our process is to replicate the index as closely as possible by using quantitative tools
and strategies that allow us to calculate the number of holdings and their respective
6
values. World minimizes benchmark tracking error by minimizing trading costs, maximizing on corporate action opportunities, and ensuring that the client portfolio holdings closely...
Unlock Full Investment Process Description
Analysis
World’s goal is to help clients build broadly diversified portfolios with a global reach in a cost effective manner. We focus on rule‐based passive investment products and provide services tailored to meet the specific needs and requirements of each client. We believe that over extended periods of time, the financial markets will generate
positive returns that will meet our clients’ investment goals. We also believe that a cost containment strategy will help our clients to keep more of that positive performance. Our process is to replicate the index as closely as possible by using quantitative tools
and strategies that allow us to calculate the number of holdings and their respective
6
values. World minimizes benchmark tracking error by minimizing trading costs, maximizing on corporate action opportunities, and ensuring that the client portfolio holdings closely...
Unlock Full Investment Process Description
WORLD ASSET Portfolio Concentration
WORLD ASSET Location
411 WEST LAFAYETTE BLVD.
5TH FLOOR
DETROIT, Michigan
UNITED STATES, 48226
5TH FLOOR
DETROIT, Michigan
UNITED STATES, 48226
WORLD ASSET Contact Information
Phone Number: 313-222-3800
Fax Number: 313-222-1280
Website: http://www.worldasset.com
Fax Number: 313-222-1280
Website: http://www.worldasset.com
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