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The investment seeks total return. The fund allocates its assets among various U.S. and non-U.S. equity and fixed-income strategies managed by the Manager in proportions consistent with the Manager's evaluation of various economic and other factors designed to estimate probabilities, including volatility. It invests significantly (at least 40%-unless market conditions are not deemed favorable by the Investment Manager, in which case the fund would invest at least 30%) in issuers organized or located outside the U.S. or doing a substantial amount of business outside the U.S., securities denominated in a foreign currency or foreign currency forward contracts.
Name | Title | Since | Until |
---|---|---|---|
David Alcaly | Senior Vice President, Research Analyst | 2024 | Now |
Biography | David Alcaly is a Research Analyst specializing in macroeconomic research. David began working in the investment field in 2014. Prior to Lazard, he worked in a variety of industries, most recently as a Regional Director at the Clinton Foundation providing commercial and financial analysis to governments and companies on renewable energy projects. David has an MSc in International Political Economy from the London School of Economics and a BA in History from Princeton University. David is a CFA® charterholder. | ||
Kim Tilley | - | 2020 | Now |
Biography | Kim Tilley is a Portfolio Manager/Analyst on the Lazard Multi-Asset investment team, specializing in ETFs. She began working in the investment field in 2000. Prior to joining Lazard in 2002, Kim worked on the Institutional Equity Sales Desk at Wachovia Securities, Inc. She has a BS in Finance from Miami University. | ||
Stephen Marra | Portfolio Manager | 2013 | Now |
Biography | Stephen Marra is a Director and Portfolio Manager/Analyst on the Lazard Multi-Asset investment team, specializing in strategy research. Prior to joining the Multi-Asset investment team, Stephen worked in Settlements, Fixed Income Risk and Quantitative Technology where he helped design and develop Lazard's proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Steve has a BS in Biology from Cornell University. | ||
Jai Jacob | Managing Director | 2012 | 2024 |
Biography | Jai Jacob is a Managing Director and Portfolio Manager/Analyst, leading the Lazard Multi-Asset investment team. Prior to joining the Multi-Asset investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard's proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA from Cornell University. |
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