EMAIL DETAILS
SUBJECT:
IPM (Informed Portfolio Management)
PRI: NORMAL
FROM:
J
jpeugh@rosemontseneca.com
DATE:
2011-01-21 20:54:35
MSG_ID:
<b885125c0176b5dfea45b016a3e336b0@mail.gmail.com>
RECIPIENTS:
TO:
A
abusch@rosemontseneca.com
E
Eric Schwerin
<eschwerin@rosemontseneca.com>
H
Hunter Biden
<hbiden@rosemontseneca.com>
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IPM was founded in 1998 by Jonas Rinné and Anders Lindell, offering customized advice on *tactical asset allocation*. In 2001, IPM became an investment management company, specializing in GTAA and Currency Management strategies, and today is a market leader in the area. In 2005, IPM added equity management using the Fundamental Index® approach to its product suite, giving our clients access to a groundbreaking methodology that adds significant value to equity portfolios by breaking the link between a stock's price and its weighting in the construction of an index. Since then asset growth in Fundamental Index strategies has been exceptional, and IPM is the leading European provider. In 2010, the company has complemented its institutional offering by adding Commodity and Multi Strategies approaches. *IPM currently manages assets exceeding US$ 8 billion* some of the world's most sophisticated pension funds, sovereign funds and other institutional clients in GTAA, Currency Management, Equity Management Commodity and Multi Strategies. These investment strategies are developed in-house and through long term affiliations with highly successful market innovators.. IPM is regulated by the Swedish Financial Supervisory Authority and passported to carry out financial services throughout the European Union. Products: Global Tactical Asset Allocation/Global Macro Fund Multi Strategy Fund Fundamental Index Funds (Global, Japan, Emerging Markets): The Fundamental Index methodology is a unique approach to portfolio construction, in which company size, and therefore its index weight, is not made on the basis of price or valuation, but by fundamental factors; such as cash-flow, book value, dividend yield and sales Currency Fund Commodity Fund *Joan K. Peugh*** *Rosemont Seneca Partners* 1010 Wisconsin Avenue, NW Suite 705 Washington, DC 20007 T:(202) 333-1880 F: (202 333-1886 M: (202) 841-8543 jpeugh@rosemontseneca.co
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