Mayoor Joshi

Director of Research - Equity at

UBS Asset Management (Americas) LLC

Finance

Consumer Services

Profile

Mayoor Joshi is currently Executive Director & Portfolio Manager at UBS Asset Management (Americas) LLC since 2024.
Formerly, Mr. Joshi was Managing Director at Rocaton Investment Advisors LLC.
Mr. Joshi completed an undergraduate degree at The Pennsylvania State University in 2000.

Mayoor Joshi active positions

Companies	Position	Start
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Director of Research - Equity	2019-12-31

All active positions of Mayoor Joshi

Former positions of Mayoor Joshi

Companies	Position	End
Rocaton Investment Advisors LLC Rocaton Investment Advisors LLC Investment ManagersFinance Rocaton develops its asset allocation recommendations through the use of proprietary risk, return and correlation assumptions to assess the expected risk and expected return of different asset mixes over a variety of market environments. Specifically, the firm often utilizes a Monte Carlo portfolio optimization process to forecast risk and return inputs over different scenarios. Recommended allocations are generally based on forecasted risk and forecasted return characteristics, including expected volatility and correlation of returns, liquidity and transaction costs, as well as on client objectives.	Corporate Officer/Principal	-

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Linked companies

Private companies	4
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
Georgia Institute of Technology Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rocaton Investment Advisors LLC Rocaton Investment Advisors LLC Investment ManagersFinance Rocaton develops its asset allocation recommendations through the use of proprietary risk, return and correlation assumptions to assess the expected risk and expected return of different asset mixes over a variety of market environments. Specifically, the firm often utilizes a Monte Carlo portfolio optimization process to forecast risk and return inputs over different scenarios. Recommended allocations are generally based on forecasted risk and forecasted return characteristics, including expected volatility and correlation of returns, liquidity and transaction costs, as well as on client objectives.	Finance