Ahmed Moawad

Functions as a College/University

Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions.

Ethic-IM’s technology driven investment strategies are centered on quantitative analysis. The firm partners with clients throughout the investment experience to build portfolios that connect the clients’ values to their investments across asset classes.