Profil
Stephen Meier is currently working as a Marketing Director at Sequoia System International.
Prior to this, he worked as a Product Manager at Morningstar, Inc., a Principal at Ibbotson Associates, Inc., and a Principal at DWS Scudder Distributors, Inc. He completed his undergraduate degree from The University of Colorado.
Aktive Positionen von Stephen Meier
| Unternehmen | Position | Beginn |
|---|---|---|
Sequoia System International
Sequoia System International Miscellaneous Commercial ServicesCommercial Services Provides on-site training programs | Vertrieb & Marketing | - |
Ehemalige bekannte Positionen von Stephen Meier
| Unternehmen | Position | Ende |
|---|---|---|
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Corporate Officer/Principal | - |
DWS Scudder Distributors, Inc.
DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Ausbildung von Stephen Meier
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Morningstar, Inc.
Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
The University of Colorado
The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DWS Scudder Distributors, Inc.
DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions | Miscellaneous |
Sequoia System International
Sequoia System International Miscellaneous Commercial ServicesCommercial Services Provides on-site training programs | Commercial Services |
















