October 22, 2016 3:55 PM ET

Capital Markets

Company Overview of Rothschild Asset Management Inc.

Company Overview

Rothschild Asset Management Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, corporations, state or municipal government entities, proprietary accounts, endowments, foundations, healthcare organizations, public pension funds, and Taft-Hartley plans. The firm manages separate client-focused equity and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm primarily invests in value and growth stocks of small cap, mid cap, and large cap companies. For the fixed income portion, it i...

1251 Avenue of the Americas

33rd floor

New York, NY 10020

United States

Founded in 1982





Key Executives for Rothschild Asset Management Inc.

Chief Executive Officer, Member of the Board of Directors, and Member of Management Committee
Age: 49
Chief Financial Officer
Chief Operating Officer
Age: 55
Managing Director, Portfolio Manager, Director, Member of Investment Committee, and Member of Management Committee
Managing Director, Portfolio Manager, and Chairman of Proxy Committee
Compensation as of Fiscal Year 2016.

Rothschild Asset Management Inc. Key Developments

Advisors Asset Management Expands Strategic Partnership with Rothschild Asset Management Inc

Advisors Asset Management (AAM) announced that it has entered into an agreement with Rothschild Asset Management Inc. to become the distributor for select separately managed accounts (SMAs), including Rothschild's U.S. Large-Cap Core, U.S. Large-Cap Value and U.S. Balanced strategies. This agreement expands the scope of the existing partnership between AAM and Rothschild. In March, AAM became the sub-advisor for the fixed-income component of Rothschild's U.S. Balanced SMA strategies, and agreed to perform the administrative and back-office functions for these portfolios. The prior accord also enabled AAM to distribute Rothschild's U.S. Balanced SMAs. The new agreement will expand AAM's distribution and operations functions to include Rothschild's U.S. Large-Cap Core and U.S. Large-Cap Value strategies. Rothschild will continue to serve as investment manager for the two large-cap strategies and the investment advisor to the Balanced strategy with AAM acting as the sub-advisor for the fixed income portion.

Rothschild Asset Management Inc. Appoints Tiffany Li as Vice President

Rothschild Asset Management Inc. announced the appointment of Tiffany Li as Vice President. She has joined the Large Cap equity investment team as a Technology Analyst. Ms. Li's appointment underlines the firm's commitment to continue building a pre-eminent asset management business for Rothschild in North America and deepens the equity platform's strength in bottom-up security selection. Ms. Li joins Rothschild from Amici Capital, where she spent four years serving as an analyst specializing in the technology and retail sectors.

National Bank Investments Inc. Launches Two Funds in Alliance with Rothschild Asset Management Inc

National Bank Investments Inc. announced the launch of the NBI SmartBetaCanadian Equity Fund and NBI SmartBetaGlobal Equity Fund. NBI is partnering with Rothschild Asset Management Inc. (RAM), the portfolio sub-advisor of the NBI SmartBeta Funds. NBI SmartBeta Funds are at the intersection of active and passive investing, allowing rule based decisions and active return. The construction rules differ from traditional market cap-weighted indices as they optimize specific factors to systematically select, weigh and rebalance securities in the portfolios. The strategy aims to equalize risk contribution of index constituents and to maximize risk diversification. The objective of this approach is to add value at three levels: Reducing volatility, Limiting maximum draw-downs, and Improving the Sharpe ratio.

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