Defensive Equity Yield is the New Black

A Portfolio Management Group sponsored event

Longer lifespans, the rise of defined contribution plans in lieu of defined benefit plans, and doubts about the sustainability of social security have raised the stakes for retirees and for those hoping to retire someday, while the low interest rate environment makes it tough to generate income. A defensive equity yield strategy is one approach to generating income while still achieving principal growth with enough stability to keep panic at bay when the market is turbulent.

This talk will:

Rosemary Macedo | Rosemary Macedo is Chief Investment Officer of QS Investors, LLC, an investment firm providing asset management and advisory services to a diverse array of institutional clients. QS Investors delivers disciplined and systematic solutions that address clients’ complex investment challenges. The team has developed approaches to integrating quantitative and behavioral investment insights, and dynamically weighting opportunities in response to changing conditions in the economy and the financial markets. QS Investors offers a broad spectrum of strategies which includes actively managed US and Global equities, Liquid Alternatives, and Customized Solutions.

Formerly head of Active Quantitative Equity research at Deutsche Asset Management from 2008 to 2010. Prior to joining Deutsche Asset Management, she spent two years as Executive Director of the Thomas J. Watson Fellowship Program. Prior to Watson, she spent 14 years with Bailard, Inc, where she managed Bailard’s international equity mutual fund, landing it in the top overall rankings for Morningstar, Standard & Poor’s and Lipper. She began her career in asset management at First Quadrant. Back To Top ^^