Bob Smith

Chief Executive Officer at

Sage Advisory Services Ltd. Co.

Finance

Consumer Services

Profile

Mr. Robert G.
Smith is a President, Co-Chief Investment Officer & Managing Partner at Sage Advisory Services Ltd. Co. and an Advisor at Benchmark Financial Services, Inc. He leads the Investment Committee.
He began his career in 1970 at Moody's Investors Services as a member of the Corporate Bond Rating Committee; he then went on to Loeb, Rhodes & Co. to cover the insurance industry in the Institutional Equity Research department.
He later worked at Merrill Lynch & Co. for 13 years in a variety of institutional research, trading and portfolio management roles in New York and London.
During this period, he was assigned to the Saudi Arabian Monetary Agency as a Resident Financial Advisor in Riyadh responsible for managing the foreign reserves of the Central Bank.
He received his M.B.A. in Finance from New York University Stern School of Business, is an Accredited Investment Fiduciary and Certified Investment Management Consultant.

Bob Smith active positions

Companies	Position	Start
Sage Advisory Services Ltd. Co. Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage seeks to add value through its investment management process applied based upon each client’s investment risk constraints. Their investment management process combines fundamental economic analysis with quantitative security and yield curve valuation techniques to produce a comprehensive core management style.	Chief Executive Officer	01/01/1996
Benchmark Financial Services, Inc. Benchmark Financial Services, Inc. Investment Banks/BrokersFinance Provides money management solutions	Corporate Officer/Principal	27/07/2010

All active positions of Bob Smith

Former positions of Bob Smith

Companies	Position	End
Smith Affiliated Capital Corp. Smith Affiliated Capital Corp. Investment ManagersFinance SAC seeks to generate superior long-term returns while minimizing risk through a consistent, risk controlled framework that supports a disciplined, repeatable investment process. The firm offers concentrated and broad market strategies (portfolio styles) using high quality fixed income, equity and precious metal securities. Their investments are long only strategies and does not incorporate the use of leverage, options or futures. When working with clients, SAC uses a liability-driven approach to understanding their investment goals and risk tolerances. The objective is to inject a holistic approach into their investment process with an understanding of both the assets and the liabilities of a client’s balance sheet. The firm uses Active Bond Management across all investment styles.	Investment Committee Member	31/12/1995
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Portfolio Manager-Equities	-
Merrill Lynch International Merrill Lynch International Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	-

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Private companies	8
Merrill Lynch International Merrill Lynch International Investment Banks/BrokersFinance Provides brokerage services	Finance
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Finance
Benchmark Financial Services, Inc. Benchmark Financial Services, Inc. Investment Banks/BrokersFinance Provides money management solutions	Finance
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Finance
Sage Advisory Services Ltd. Co. Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage seeks to add value through its investment management process applied based upon each client’s investment risk constraints. Their investment management process combines fundamental economic analysis with quantitative security and yield curve valuation techniques to produce a comprehensive core management style.	Finance
Smith Affiliated Capital Corp. Smith Affiliated Capital Corp. Investment ManagersFinance SAC seeks to generate superior long-term returns while minimizing risk through a consistent, risk controlled framework that supports a disciplined, repeatable investment process. The firm offers concentrated and broad market strategies (portfolio styles) using high quality fixed income, equity and precious metal securities. Their investments are long only strategies and does not incorporate the use of leverage, options or futures. When working with clients, SAC uses a liability-driven approach to understanding their investment goals and risk tolerances. The objective is to inject a holistic approach into their investment process with an understanding of both the assets and the liabilities of a client’s balance sheet. The firm uses Active Bond Management across all investment styles.	Finance
City University of New York City University of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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