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November 25, 2015 4:10 AM 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: 48
Chief Financial Officer
Chief Operating Officer
Age: 54
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 2015.

Rothschild Asset Management Inc. Key Developments

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.

Rothschild Asset Management Inc. Appoints Jeff Agne as Senior Vice President

Rothschild Asset Management Inc. announced the appointment of Jeff Agne as Senior Vice President. He will join the Large Cap equity investment team as a Healthcare Analyst. Mr. Agne joins Rothschild from PineBridge Investments, where he served as a Senior Vice President.

Rothschild Asset Management Inc. Announces Executives Appointment

The new hires includes Drew Graser as Managing Director and Head of North America Sub Advisory Distribution. Drew joins Rothschild Asset Management from Principal Global Investors. He will be based in Pennsylvania. Gerry Hoyme as Senior Vice President, covering sub advisory distribution for the western U.S. Gerry joins the firm from Guggenheim Partners, where he was a director in the Strategic Partners Group. He will be based in Los Angeles. Steven Deroian as Senior Vice President and North American Product Specialist for the Smart Beta Client Solutions unit. Steven joins Rothschild from F-Squared Investments. He will be based in Massachusetts.

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