Profile
Ms. Renee Anderson, CFA MBA, is Vice President & Equity Portfolio Specialist at Wellington Management Co. LLP and a Member at CFA Institute.
Prior to joining Wellington in July 2007, Ms. Anderson was employed as Vice President by Delaware Management Business Trust.
Prior to joining Delaware Management in 2000, she was an Equity Portfolio Strategist with Invista Capital Management in Des Moines, Iowa.
She also worked as an Equity Portfolio Strategist at The Principal Financial Group, Inc.
Ms. Anderson received her MBA and undergraduate degree from the University of Wisconsin, Madison in 1997.
She is a CFA charterholder.
Renee Anderson active positions
| Companies | Position | Start |
|---|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Former positions of Renee Anderson
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | 29/02/2012 |
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Analyst-Equity | - |
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 29/12/1999 |
Training of Renee Anderson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Principal Financial Group, Inc.
Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
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