Steve Falci

MEA specializes in active, structured U.S. equity and balanced fund management. The firm's proprietary equity investment process capitalizes on an ability to identify and weight the fundamental characteristics driving equity returns and build diversified portfolios with strong exposure to the rewarded characteristics. They mitigate other unintended risks through benchmark-driven portfolio construction. Balanced portfolios include a mix of stocks and bonds, opportunistically tilted using a proprietary asset allocation process that detects meaningful valuation differences between equities and fixed income. The firm's process incorporates fundamentally based quantitative analysis with focused qualitative reviews and strict risk-control guidelines.

Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt.

Impax Asset Management offers a well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long-term. The firm invests in companies and assets that they believe are well positioned to benefit from the transition to a more sustainable economy.

KBCAM-Ireland is a value-oriented manager which employs a core style with a growth tilt. The firm invests globally in equities with the majority of their assets allocated to large- and giant-cap Continental European securities. KBCAM-Ireland's investment team combines a macro/thematic overlay with strong bottom-up stock selection. The firm seeks attractively priced stocks by applying macro-oriented analysis to identify trends and themes in world markets, regions and sectors. They find potential sources of differentiation by isolating where their economic, valuation, and earnings forecasts vary from the general consensus. The firm's in-house fundamental research is complemented by a comprehensive company visit program which aims to identify quality stocks that reflect their preferred regional and sector themes.

Operates investment advisory association

KBI focuses on their core areas of expertise: environmental equity strategies, dividend-oriented strategies and multi-asset strategies. The firm follows a diversified, total return approach emphasizing the importance of dividend yield, dividend growth and price increases. They invest across industries, regions and market-caps. KBI offers differentiated and innovative investment strategies which enable investors to generate consistent alpha with less risk. Each strategy is managed by specialist teams with investment autonomy and operational independence.

Operates non-profit association that provides investment management services

Functions as a College/University