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Profil
Ms. Jesse Shoemaker-Hopkins is a Research Analyst at KLD Research & Analytics, Inc. She joined KLD in June 2007.
Ms. Shoemaker-Hopkins was previously employed as an Analyst by FleetBoston Financial Corp.
and Investment Analyst by The Investment Fund for Foundations.
Ms. Shoemaker-Hopkins received her undergraduate degree from San Francisco State University and a graduate degree from Rhodes University.
Anciens postes connus de Jesse Shoemaker-Hopkins
| Sociétés | Poste | Fin |
|---|---|---|
KLD Research & Analytics, Inc.
 KLD Research & Analytics, Inc. Investment Banks/BrokersFinance Provides investment research | Analyst-Equity | 01/10/2009 |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Analyst-Equity | - |
The Investment Fund for Foundations
 The Investment Fund for Foundations Investment ManagersFinance TIFF invests in located in the United States. The firm focuses on a broad range of sectors. It provides financing for growth stage capital transactions. | Corporate Officer/Principal | - |
Formation de Jesse Shoemaker-Hopkins
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
27
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KLD Research & Analytics, Inc.
KLD Research & Analytics, Inc. Investment Banks/BrokersFinance Provides investment research | Finance |
Rhodes University
 Rhodes University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Investment Fund for Foundations
The Investment Fund for Foundations Investment ManagersFinance TIFF invests in located in the United States. The firm focuses on a broad range of sectors. It provides financing for growth stage capital transactions. | Finance |
