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Julianne McHugh
Gestionnaire de Portefeuille-Actions chez
Newton Investment Management North America LLC
Profil
Ms. Julianne D.
McHugh is a Head of Sustainable Equities at Newton Investment Management North America LLC.
She is also a Senior Portfolio Manager at the firm.
As an experienced investor, she has been integral in identifying resources to support and enhance the integration of sustainability considerations into the firm’s investment practices.
Ms. McHugh has managed a selection of global and regional equity mandates.
She is currently the lead portfolio manager for the BNY Mellon Large Cap Securities Fund and co-manages the BNY Mellon Women’s Empowerment ETF, leveraging the global research team to deliver capital growth by investing in high quality US companies with strong positions in their industries.
She joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group.
Before joining Newton, Ms. McHugh was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior to joining BNY Mellon, she was an equity analyst at State Street Research & Management.
She received her BS in Finance from Lehigh University and an MBA with a Financial Management track from MIT Sloan School of Management.
Postes actifs de Julianne McHugh
| Sociétés | Poste | Début |
|---|---|---|
Newton Investment Management North America LLC
 Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Gestionnaire de Portefeuille-Actions | 01/09/2021 |
Anciens postes connus de Julianne McHugh
| Sociétés | Poste | Fin |
|---|---|---|
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Analyst-Equity | 31/08/2021 |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Analyst-Equity | 31/01/2018 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Analyst-Equity | 31/01/2005 |
Formation de Julianne McHugh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Finance |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Finance |
