Virtus Investment Partners Adds Systematic and Multi-Asset Portfolio Management Capabilities – PR Newswire | Candle Made Easy

HARTFORD, Conn., July 27, 2022 /PRNewswire/ — Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-manager wealth management business, has expanded its investment capabilities to include systematic quantitative investing and multi-asset allocation by adding two experienced portfolio managers within teams Virtus Investment Advisers.

Virtus Systematic uses a state-of-the-art technology platform based on artificial intelligence and natural language processing. The team’s process involves a proprietary investment return forecasting model that combines behavioral, intrinsic, and valuation factors. Kunal GhoshChief Investment Officer and Senior Managing Director, leads the team and works with three other experienced investment professionals, Lu YuManaging Director and Senior Portfolio Manager, JieWeiDirector and Chief Portfolio Manager and Yang ZhangAssociate Director and Data Scientist.

Virtus Multi-Asset assesses changing market, macroeconomic and other factors to dynamically allocate them across asset classes while incorporating environmental, social and governance factors into their investment process. The team consists of three experienced investment professionals, Paul PietranicoCFA, Chief Investment Officer and Senior Managing Director, Heather BergmanPh.D., Managing Director and Senior Portfolio Manager, and Michael RothsteinDirector and portfolio manager.

“The Systematic and Multi-Asset teams continue to build our investment capabilities so that we can continue to offer our clients customized and comprehensive investment solutions,” he said George R Aylward, President and Chief Executive Officer of Virtus. “The Systematic team’s use of a quantitative, AI-based process to generate alpha and the multi-asset team’s specialization in asset allocation strategies that provide differentiated investment solutions have proven to be differentiators for their clients. We look forward to implementing these investment strategies available to institutional and retail investors and expanding their strategies to other asset classes and investment vehicles.”

Virtus Systematic manages US and non-US investment strategies across the market capitalization spectrum for institutional and retail clients. These strategies are available to clients across multiple investment vehicles, including individually managed accounts, as well as Virtus Emerging Markets Opportunities Fund (I:AOTIX), Virtus Small-Cap Fund (I:AZBIX) and Virtus International Small-Cap Fund (I:AZBIX ). ALIX).

Pietranico and Bergman of Virtus Multi-Asset are portfolio managers of the Virtus Global Allocation Fund (I: PALLX), which they have managed with a former sub-adviser since 2009 and 2017, respectively, and the team provides asset allocation recommendations for the CollegeAccess 529 plan. Ghosh is also portfolio manager of the Global Allocation Fund’s equity envelope.

About Virtus Investment Partners, Inc.
Virtus investment partner (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers dedicated solely to the long-term success of individual and institutional investors. We provide investment management products and services from our affiliated managers, each with their own investment style and autonomous investment process, as well as selected Sub-Advisers. Investment solutions are available across multiple disciplines and product types to meet a wide range of investor needs. You can find more information about our company, our investment partners and strategies at virtus.com.

Important risk considerations
Allocation: The risk that the portfolio’s exposure to equities and fixed income securities or to different asset classes will deviate from intended allocation or is not optimal for market conditions at any given time. Issuer risk: The Portfolio is affected by factors specific to the issuers of securities and other instruments in which the Portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers. Risk of the underlying fund: The portfolio is indirectly affected by factors, risks and performance specific to other portfolios in which it invests. debt securities: Debt instruments are subject to greater credit and liquidity risk, may be speculative and may decline in value due to changes in interest rates or the deterioration or default of an issuer or counterparty. interest rate: The value of debt instruments may rise or fall in response to changes in interest rates and this risk may be greater for securities with longer maturities. Derivatives: Derivatives may include, but are not limited to, futures, options, forwards and swap agreements and may be used to hedge portfolio risk, create leverage or attempt to enhance returns. Investing in derivatives may result in increased volatility and the Portfolio may suffer a loss greater than its invested capital. Market Volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious diseases or other public health issues, recessions or other events could have a material impact on the portfolio and its investments, including adversely affecting the performance of the portfolio manager, the portfolio’s assets to be put on as intended. Sustainable investing: Because the portfolio focuses on investing in companies that the manager believes have good environmental, social and corporate governance standards, the portfolio’s investment universe may be smaller than that of other portfolios and broad equity benchmark indices. Equity securities: The market price of equity securities may be adversely affected by financial market, industry or issuer specific events. Focusing on a particular style or on small or medium-sized businesses can increase this risk. Foreign and Emerging Markets: Investing in foreign securities, particularly in emerging markets, exposes the portfolio to additional risks such as increased volatility, currency fluctuations, reduced liquidity, and political, regulatory, economic and market risks.

Past performance is no guarantee of future results and actual performance may be higher or lower than that shown. Investment return and capital value will fluctuate, so when you redeem your shares, they may be worth more or less than their original cost.

The program manager and underwriter for the CollegeAccess 529 plan is VP Distributors LLC, One Financial Plaza, Hartford, Connecticut 06103, 1-800-243-4361. The plan is issued by the South Dakota Higher Education Savings Trust.

Please review a Fund’s investment objective, risks, charges and expenses carefully before investing. For this and other information about a Virtus Fund, contact your financial representative, call 800-243-4361 or visit us virtus.com for a prospectus or short prospectus. Read it carefully before investing.

Virtus investment funds are distributed by VP Distributors, LLCMember of FINRA and subsidiary of Virtus Investment Partners, Inc.

SOURCE Virtus Investment Partners, Inc.

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