Kathy Lalone

Analyst-Equity at

Innovest Portfolio Solutions LLC

Consumer Services

Finance

Profile

Ms. Kathy Lalone is an Senior Manager at Innovest Portfolio Solutions LLC.
She is a member of the Client Service Team, responsible for the design and production of client performance reports, participant newsletters and other client reporting needs.
Ms. Lalone has worked in the photoreceptor industry for almost 15 years with experience in manufacturing, product development and finance.
Ms. Lalone graduated from the University of Missouri – Rolla with a Bachelor of Science in mechanical engineering, and from the University of Rochester with a Master of Business Administration.

Kathy Lalone 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	-

All active positions of Kathy Lalone

Training of Kathy Lalone

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Kathy Lalone's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
University of Missouri University of Missouri 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

Private companies