Profil
Mr. Benjamin M.
Lavine, CFA MBA, is a Co-Chief Investment Officer at 3D/L Capital Management LLC.
Much of his work is with the investment committee, refining and enhancing the investment architecture underlying the ETF managed portfolios in our wealth management and retirement programs.
He also help advisors and clients understand current market developments that drive risks and returns.
Mr. Lavine served as a Portfolio Manager on the developed markets equity team at Batterymarch Financial Management, and as a senior executive within the Funds Management Division at Wilshire Associates.
He is a Chartered Financial Analyst, with two decades of work in global investment management and institutional consulting.
Anciens postes connus de Benjamin Marshal Lavine
| Sociétés | Poste | Fin |
|---|---|---|
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
3D/L Capital Management LLC
3D/L Capital Management LLC Investment ManagersFinance 3D/L utilizes quantitative tools, factor-based strategies and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means of taking advantage of those efficiencies. For some of its model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. 3D/L uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They use certain ETFs to construct certain portfolios. On occasion, 3D/L allocates to traditional actively managed investment products. | Directeur en chef des Investissements | - |
3D Asset Management, Inc.
3D Asset Management, Inc. Investment ManagersFinance 3D Asset Management specializes in managing low-cost, broadly diversified index portfolios for investors that seek to achieve stability and performance over time by controlling volatility and investment costs. The firm constructs balanced portfolios through the use of an advanced indexing strategy. Their approach incorporates the benefits of rigorous academic research that is designed to manage portfolio risks with precision to avoid large swings in account performance over time. 3D Asset Management offers globally diversified asset allocation portfolios that invest in the US, international and emerging markets. | Directeur en chef des Investissements | - |
Formation de Benjamin Marshal Lavine
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
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3D Asset Management, Inc.
3D Asset Management, Inc. Investment ManagersFinance 3D Asset Management specializes in managing low-cost, broadly diversified index portfolios for investors that seek to achieve stability and performance over time by controlling volatility and investment costs. The firm constructs balanced portfolios through the use of an advanced indexing strategy. Their approach incorporates the benefits of rigorous academic research that is designed to manage portfolio risks with precision to avoid large swings in account performance over time. 3D Asset Management offers globally diversified asset allocation portfolios that invest in the US, international and emerging markets. | Finance |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance QS Batterymarch Financial Management offers equity and multi-asset solutions based on a range of macro, behavioral and bottom-up insights. The firm's strategies include: Global Equity, US Equity, Liquid Alternatives and Customized Solutions. | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California San Diego
University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
3D/L Capital Management LLC
3D/L Capital Management LLC Investment ManagersFinance 3D/L utilizes quantitative tools, factor-based strategies and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means of taking advantage of those efficiencies. For some of its model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. 3D/L uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They use certain ETFs to construct certain portfolios. On occasion, 3D/L allocates to traditional actively managed investment products. | Finance |
















