基本資料

投資策略

本基金資產主要(至少三分之二)投資於由位於或主要活動於美國之公司所發行之股票和其他股權證券。

基金經理人

• Kadribeg Hajro
• 資歷 1年(2022-06-30 至今)

• Röhrig Uwe
• 資歷 1年(2022-01-01 至今)

• Paczek Ian
• 資歷 2年(2021-06-30 至今)

• Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).

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