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Jeffrey Michael Mercer
Directeur de la Recherche - Actions chez
Islay Capital Management LLC
Profil
Dr. Jeffrey M.
Mercer is a Partner & Director of Research at Islay Capital Management LLC.
His areas of expertise include security valuation, investment management, risk management, and derivative securities.
Prior to joining Texas Tech, Dr. Mercer was Vice President and Director of Research at Ibbotson Associates, a Chicago-based global investment consulting firm.
He was also on the Graduate Business Faculty at Northern Illinois University in DeKalb, Illinois, where he held positions as faculty member, Finance Department Chair, and Acting Associate Dean of the College of Business.
He received his undergraduate degree from the University of Wyoming and a graduate degree from Texas Tech University.
Postes actifs de Jeffrey Michael Mercer
| Sociétés | Poste | Début |
|---|---|---|
Islay Capital Management LLC
 Islay Capital Management LLC Investment ManagersFinance MCM manages diversified investment portfolios based on their client’s unique investment goals, objectives and constraints—with a realistic view of the current market environment. Their experience with wide-ranging, portfolio assets include individual equities, ETFs, individual bonds, and other diversified instruments designed to keep your portfolio balanced and efficient. | Directeur de la Recherche - Actions | 01/03/2005 |
Anciens postes connus de Jeffrey Michael Mercer
| Sociétés | Poste | Fin |
|---|---|---|
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Corporate Officer/Principal | 01/01/2002 |
Formation de Jeffrey Michael Mercer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wyoming
 University of Wyoming Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Islay Capital Management LLC
Islay Capital Management LLC Investment ManagersFinance MCM manages diversified investment portfolios based on their client’s unique investment goals, objectives and constraints—with a realistic view of the current market environment. Their experience with wide-ranging, portfolio assets include individual equities, ETFs, individual bonds, and other diversified instruments designed to keep your portfolio balanced and efficient. | Finance |
