Firm History
What are the firm's 4 core values?
Client Service, Integrity, Partnership, & Excellence
What are the two largest economies in Emerging Market (ex. China)?
Korea (25%) & Taiwan (35%)
What is the primary difference between the target audience of ISG vs. GIR? Hint: GIR updates their projections far more often than ISG.
Time Horizon.
What is a GC?
Revenue to the team.
This Jeopardy participant was Kung Fu World Champion in 2022 in weapons and open hand division.
Caspar Tyser
What senior partner lead the firm out of the Great Depression?
What are three long-standing strategic views of ISG?
US Equity Bias, Underweight EM, Underweight HFs, Overweight Private assets, No Commodity Exposure
Characterize ISG's view on interest rates.
Higher for longer.
What is DMS?
Discretionary manager selection. Allows team to open new subaccounts within an entity without additional paperwork.
This FL Analyst logged 18 receptions, 329 yards, and a touchdown as a wide receiver for a PA Division III University.
Alex Javier
What landmark IPO led to the creation of GS PWM?
Ford Motor Co
What are two reasons ISG does not allocate to commodities?
(1) Not a reliable inflation hedge (2) not tied to earnings (3) no cash flow
Given a tax-free yield of 3%, and a tax rate of 40%, give me the taxable equivalant yield.
5% TEY
What is the name of the file that the TACS Transition tool requires?
CSV (comma delimited)
This PWA scored a record 58 (12 under par) while playing on the European Tour (golf), the lowest score in Euro Tour history.
John Hahn
Who is the longest standing GS partner still at the firm?
Rich Friedman
Name 3 people in ISG.
Sharmin, Matheus, Farshid, Venky, Michael, Murdoch, etc.
Give me 3 states that would be 'national portfolios' in the context of fixed income.
Florida, Texas, Nevada, Tennessee, Washington, Wyoming, Alaska
What are 3 types of intermediaries?
T&E Attorney, Banker, CPA, etc.
This PWA has 9 goals and 3 assists in his senior year, delivering a two goal overtime upset to Quinnipiac while playing lacrosse at a lesser known upstate NY school.
Keith Pravato
In what year did the Miami and West Palm beach offices open, respectively? (within 5 years)
1978 (MIA) & 2006 (WPB)
There are 6 Sub-Asset Classes in an ISG (ex. Alts) portfolio. Rank them in order from lowest to highest YTD returns. Hint: There are two in Fixed Income and four in Public Equity.
IGFI: +~80bps
Other FI: +~200bps
Non-US Developed: +9%
US All Cap: + 10%
Emerging Markets: +13%
Emerging markets (Ex. China): +24%
Describe tracking error.
Deviation from Benchmark (judge's discretion).
What are 3 public strategies on the XIG Platform?
Invesco: Small Cap Core, etc....
This FL Analyst started as Varsity Quarterback at a South Florida High School.
Brett Straus