Joanne L. Howard

Portfolio Manager-Equities at

Bailard, Inc.

84 year

Finance

Consumer Services

Profile

Ms. Joanne L.
Howard, CFA MBA, is a Senior Vice President, Investment Counselor & Portfolio Manager at Bailard, Inc. With over 50 years of investment industry expertise, she focus her efforts on developing and implementing investment strategies and working with select ultra-high-net-worth clients of Bailard.
She manages her clients’ quality growth equity portfolios with attention to income tax consequences and ESG issues.
Prior to Bailard, Ms. Howard was a Senior Vice President and a Managing Director with Allianz Global Investors, which she joined in 1992.
At Allianz, she held portfolio management responsibilities with the U.S.
Large Cap Core Equity team and was the Chief Investment Officer of the Private Client Group in San Francisco.
Before Allianz, she was also a managing director at Scudder, Stevens & Clark, where she was a senior member of the Scudder quality growth equity-management team; and previously held roles with American Express Investment Management, ISI Corporation, First National Bank of Chicago, and CNA Financial.
Ms. Howard has a BBA, Phi Beta Kappa, and an MBA in finance both from the University of Wisconsin –Madison.
She is a CFA charter holder, a member of the CFA Society of San Francisco, and a member of the Financial Women's Association of San Francisco.

Joanne L. Howard active positions

Companies	Position	Start
Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies.	Portfolio Manager-Equities	2021-01-31

All active positions of Joanne L. Howard

Former positions of Joanne L. Howard

Companies	Position	End
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Portfolio Manager-Equities	2021-01-31
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Head-Equity Investments	2013-04-28
Scudder Stevens & Clark Inc Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions	Analyst-Equity	1992-01-04

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Linked companies

Private companies	5
Scudder Stevens & Clark Inc Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions	Finance
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Finance
Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Finance