基本資料

投資策略

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基金經理人

• Ruegsegger Benjamin
• 資歷 3年(2019-12-31 至今)

• Benjamin Ruegsegger, CFA 
  
  Portfolio Manager and Senior Research Analyst—Thematic & Sustainable Equities 
  
  Benjamin Ruegsegger is a Portfolio Manager on the US Thematic Equity Portfolios and a Senior Research Analyst on the Sustainable Equity Portfolios. He joined the firm in 2001 as an investment administrator in the Managed Accounts division. In 2003, Ruegsegger became a portfolio manager assistant for the US Thematic Research product, and in 2004, he was named portfolio manager for US Thematic Research municipal bond portfolios. He served on the US Mid Cap Growth team from 2006 to 2008 as a research analyst focused on the financials and consumer-discretionary sectors. Since that time, Ruegsegger has supported both the US and Global Thematic products, covering various sectors in the market, most recently focused on technology. He holds a BA in economics/finance from Eastern University and is a CFA charterholder. Location: Philadelphia

• Roarty Daniel
• 資歷 4年(2018-12-31 至今)

• Daniel C. Roarty於2013年開始擔任聯博全球成長型與主題式團隊主管。2012年初，Daniel C. Roarty開始擔任聯博全球/國際成長股研究團隊暨產業研究主管。Daniel於2011年5月加入聯博，擔任全球/國際成長股研究團隊旗下之科技產業研究主管，直至2011年7月1日為止。Daniel曾於Nuveen Investments任職9年，協同管理晨星五星級大型成長股投資策略以及多元市值成長股投資策略。Daniel曾於摩根士丹利與高盛負責研究科技、工業、與金融類股。Daniel擁有Fairfield大學財務學士學位，賓州大學華頓商學院企管碩士學位、以及特許財務分析師資格。

基金費用

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