David Michael Feldman

BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.

Operates commercial bank

BIA advises the Marquis Portfolios solely through the provision of asset allocation models. To develop and update the asset allocation models for the Marquis program, the firm currently follows the recommendations of an independent third-party consultant. From time to time, they may select a different consultant, to the extent permitted under applicable law.

BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management.

Provides brokerage services

Functions as a College/University

Palladiem focuses on a long-term approach to managing diversified portfolios for investors that best meets their long-term financial objectives. The firm manages diversified, multi-asset class portfolios that include a variety of styles, strategies, and investment vehicles. They tend to favor investments at discounts to conservative estimates of their intrinsic value. As global investors, Palladiem looks for investments across markets as they seek to improve risk-adjusted performance.

Functions as a College/University