Profile
Ms. Abigail K.
Thomas is an Analyst at Innovest Portfolio Solutions LLC.
She is the lead analyst of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to better serve our retirement plan clients.
She is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies.
Her responsibilities also include designing and building performance reports and participant evaluations.
Ms. Thomas graduated magna cum laude from the University of Northern Colorado with a Bachelor of Science in finance and a minor in economics.
Abigail Kathleen Thomas active positions
| Companies | Position | Start |
|---|---|---|
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Analyst-Equity | 2016-04-30 |
Training of Abigail Kathleen Thomas
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| Private companies | 2 |
|---|---|
University of Northern Colorado
University of Northern Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Innovest Portfolio Solutions focuses on designing portfolios that provide their clients the opportunity to meet their goals while minimizing unnecessary volatility. The firm's approach to portfolio design and manager selection emphasizes forward-looking analysis. Innovest's investment philosophy and process are based on the principle that over 90% of the variability of portfolio performance is attributable to asset allocation. They believe that quantifying the downside risk of a portfolio is the best way to communicate and measure portfolio volatility and that proper benchmarking is critical in evaluating investment performance. Innovest also believes that diversification is key to capital preservation and that proper diversification can reduce investment risk. The firm strives to exploit market inefficiencies through active management, although passive management may be appropriate in certain circumstances. | Finance |
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