Profil
Taylor Jon Berge worked as a Senior Analyst at Innovest Portfolio Solutions LLC from 2011 to 2020.
Prior to that, he obtained an undergraduate degree from the University of Northern Colorado.
Ehemalige bekannte Positionen von T.J. Berge
| Unternehmen | Position | Ende |
|---|---|---|
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Analyst-Equity | 02.07.2020 |
Ausbildung von T.J. Berge
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Northern Colorado
University of Northern Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Finance |
















