![Jeremy Cote](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jeremy A. Cote, CFA MBA, is a Portfolio Manager & Equity Research Analyst at Trillium Asset Management LLC.
He is a Portfolio Manager on Trillium’s ESG Global Equity, ESG Growth & Income and Sustainable Opportunities strategies.
As Equity Research Analyst, he covers Information Technology and Communications Services sectors.
Mr. Cote joined Trillium in 2014.
Previously, he served as a Senior Investment Analyst at FM Global, where he covered the Consumer Discretionary, Internet and Media sectors.
Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed equity securities for both domestic and global sector portfolios.
Prior to this role, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation.
He is a CFA Charterholder.
He earned a B.S.
in Applied Economics from Plymouth State University and both his MBA and MSF from Boston College.
Postes actifs de Jeremy Cote
| Sociétés | Poste | Début |
|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Analyst-Equity | 01/01/2014 |
Anciens postes connus de Jeremy Cote
| Sociétés | Poste | Fin |
|---|---|---|
Factory Mutual Insurance Co.
 Factory Mutual Insurance Co. Specialty InsuranceFinance Provides commercial property insurance services | Corporate Officer/Principal | 31/12/2013 |
| STATE STREET CORPORATION | Corporate Officer/Principal | 02/01/1998 |
Pell Rudman Trust Co.
 Pell Rudman Trust Co. Investment ManagersFinance Provides portfolio management services | Corporate Officer/Principal | 02/01/1999 |
Baring North America LLC
 Baring North America LLC Investment ManagersFinance Baring North America's (BNA) investment approach focuses on identifying favorable earnings surprise and valuation characteristics through fundamental research. They seek companies and markets whose attractive growth prospects are not fully reflected in their prices. The firm's core equity portfolios are diversified large-cap portfolios that typically offer above market growth characteristics at or at a reasonable premium to market valuations. BNA's growth criteria embrace companies delivering growth in earnings per share in the top 60% of their universes. The firm's systematic equity investment process embraces hands-on fundamental stock research and analysis to generate proprietary earnings forecasts and relative valuation targets and quantitative analysis and screening to focus their research and generate buy and sell ideas. BNA's investment teams use a common framework and template for equity research, which focuses on growth, management, value creation and valuation criteria. Their regional equity teams are responsible for portfolio strategy and stock selection for specialist regional equity portfolios as well as the regional portion of their global and multi-asset mandates. The asset allocation team is responsible for regional/country strategy in their global and multi-asset portfolios and for sector policy at the global and multi-asset mandate level. The output of their fundamental and quantitative research is used to rank each stock and to shape buy and sell decisions. Teams review stocks continuously following company meetings and announcements. BNA's fixed-income processes are characterized by fundamental research and disciplined portfolio construction techniques. They also use technical analysis, particularly in currency allocation research. The firm's credit research leverages off the equity research capabilities of the firm. They invest in bonds issued by governments, agencies, corporates as well as emerging market sovereign, mortgages and asset-backed securities. BNA includes bonds across the rating spectrum from Aaa to Caa, according to the risk tolerance and guidelines of their clients. | Corporate Officer/Principal | 02/01/2003 |
Formation de Jeremy Cote
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
State Street Corp.
 State Street Corp. Finance/Rental/LeasingFinance Operates as bank holding company whose subsidiary provides financial and commercial loans and commercial real estate services | Finance |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Baring North America's (BNA) investment approach focuses on identifying favorable earnings surprise and valuation characteristics through fundamental research. They seek companies and markets whose attractive growth prospects are not fully reflected in their prices. The firm's core equity portfolios are diversified large-cap portfolios that typically offer above market growth characteristics at or at a reasonable premium to market valuations. BNA's growth criteria embrace companies delivering growth in earnings per share in the top 60% of their universes. The firm's systematic equity investment process embraces hands-on fundamental stock research and analysis to generate proprietary earnings forecasts and relative valuation targets and quantitative analysis and screening to focus their research and generate buy and sell ideas. BNA's investment teams use a common framework and template for equity research, which focuses on growth, management, value creation and valuation criteria. Their regional equity teams are responsible for portfolio strategy and stock selection for specialist regional equity portfolios as well as the regional portion of their global and multi-asset mandates. The asset allocation team is responsible for regional/country strategy in their global and multi-asset portfolios and for sector policy at the global and multi-asset mandate level. The output of their fundamental and quantitative research is used to rank each stock and to shape buy and sell decisions. Teams review stocks continuously following company meetings and announcements. BNA's fixed-income processes are characterized by fundamental research and disciplined portfolio construction techniques. They also use technical analysis, particularly in currency allocation research. The firm's credit research leverages off the equity research capabilities of the firm. They invest in bonds issued by governments, agencies, corporates as well as emerging market sovereign, mortgages and asset-backed securities. BNA includes bonds across the rating spectrum from Aaa to Caa, according to the risk tolerance and guidelines of their clients. | Finance |
Factory Mutual Insurance Co.
Factory Mutual Insurance Co. Specialty InsuranceFinance Provides commercial property insurance services | Finance |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Plymouth State University
 Plymouth State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pell Rudman Trust Co.
Pell Rudman Trust Co. Investment ManagersFinance Provides portfolio management services | Finance |
