Profil
Mr. Chris H.
Hylen is a Director & Portfolio Manager at Water Oak Advisors LLC.
Prior to joining Water Oak Advisors in October 2005, he served as the Director of Investment Strategy for the Investment Advisor Division of SEI Investments.
Mr. Hylen has a MBA from Rollins College and a B.A. in Business from James Madison University.
Anciens postes connus de Chris H. Hylen
| Sociétés | Poste | Fin |
|---|---|---|
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Corporate Officer/Principal | 31/12/2004 |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^ | Gestionnaire de Portefeuille-Actions | - |
Formation de Chris H. Hylen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
James Madison University
James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rollins College (Florida)
Rollins College (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^ | Finance |
















