Issac Kuo
Forschungsdirektor - Fxd Inc bei Parametric Portfolio Associates LLC
Profil
Mr. Issac Kuo, CFA, is a Managing Director of Portfolio Management at Parametric Portfolio Associates LLC.
He leads Parametric’s fixed income SMA ladder practice and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management.
He joined the firm in 2010 (originally with Eaton Vance, before its fixed income SMA solutions transferred to Parametric in 2019).
Previously, Mr. Kuo was a vice president in the municipal public finance group at Assured Guaranty, and before that he was with PricewaterhouseCoopers.
Aktive Positionen von Issac Kuo
| Unternehmen | Position | Beginn |
|---|---|---|
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Forschungsdirektor - Fxd Inc | 01.10.2019 |
Ehemalige bekannte Positionen von Issac Kuo
| Unternehmen | Position | Ende |
|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Corporate Officer/Principal | 01.10.2019 |
Erfahrungen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
