News & Insights

News and Insights

Thought leaders from the industry to help you stay ahead of the curve

Engagement and Sustainability – February 2023

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during February 2023.

https://www.boston-partners.com/uploads/2023/03/dc85b3871645db5a7d4ee257066a8dec/boston-partners_engagementreport-022823.pdf

March 15, 2023

Mullaney on the Markets | A Resilient Economy Alters Interest Rate Expectations

Director of Global Markets Research Mike Mullaney on market drivers and his outlook for the month ahead.

March 7, 2023

Engagement and Sustainability – January 2023

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during January 2023.

https://www.boston-partners.com/uploads/2023/02/054ec3fa8d7e53e35edc4331b146537a/boston-partners_engagementreport_jan-2023.pdf

February 10, 2023

Basic Principles | A Framework of Fundamentals

Hear from Josh Jones, CFA, in our latest Basic Principles video.

February 9, 2023

Entry Points | Valuation Discipline, Risk and Pricing

Portfolio Analyst Brandon Smith, CFA, CAIA, highlights the importance of adhering to a valuation discipline.

January 19, 2023

Engagement and Sustainability – December 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during December 2022

https://www.boston-partners.com/uploads/2023/01/5fe5351d72013e23598f9ef0f5597166/boston-partners_engagementreport-123122.pdf

January 13, 2023

Engagement and Sustainability – November 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during November 2022

https://www.boston-partners.com/uploads/2022/12/0a19d007f094dfc2f1a625a7850650c4/boston-partners_engagementreport_nov-2022.pdf

December 16, 2022

Carbon Capture and Storage

Take an in-depth look.

December 1, 2022

Engagement and Sustainability – October 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during October 2022

https://www.boston-partners.com/uploads/2022/11/a340a676fe21cc8171fcedfbe3366d9d/bostonpartners_engagementreport-103122.pdf

November 14, 2022

Entry Points | Emerging Markets Equities Offer Opportunity for Investors with a Long-term Outlook

What opportunities do emerging markets hold for investors? Hear from Michael McCune, CFA.

November 10, 2022

Insights Series | Dissecting the Energy Landscape

Going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

October 14, 2022

Engagement and Sustainability – September 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during September 2022

https://www.boston-partners.com/uploads/2022/10/7b9a4acedd2e5371c51ef54300992948/bostonpartners_engagementreport-093022.pdf

October 11, 2022

Entry Points | Volatility Reduction

Brandon Smith, CFA, CAIA, explains how a value-oriented long/short equity strategy can potentially reduce volatility and create an opportunity for profit by separating the winners from the losers.

October 7, 2022

Entry Points | Time to Reconsider International Equities

Go Deeper: Mike McCune, Boston Partners Portfolio Analyst, discusses in Boston Partners latest video.

September 8, 2022

Engagement and Sustainability – August 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during July 2022

https://www.boston-partners.com/uploads/2022/09/2645b8816b774271f44b4aca70f79564/bostonpartners_engagementreport-083122.pdf

September 8, 2022

Basic Principles | Integration of Quantitative Research

Integration of Quantitative Research.

August 17, 2022

Basic Principles | An Investment Approach Grounded in Value

An Investment Approach Grounded in Value.

August 17, 2022

Boston Partners’ Brandon Smith Published Commentary in Pensions & Investments

Long/Short equity – unconventional inflation hedge whose time has come.

August 11, 2022

Engagement and Sustainability – July 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during July 2022

https://www.boston-partners.com/uploads/2022/08/0af896f4c19b6795e82497a81eec355c/boston-partners_engagementreport-073122.pdf

August 8, 2022

Engagement and Sustainability – June 2022

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during June 2022

https://www.boston-partners.com/uploads/2022/07/6a35f42bccdaa8ba361da520b9b79540/bostonpartners_engagementreport-063022.pdf

July 12, 2022

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Kathryn Y. Burke

Head of Client Service

Ms. Burke holds a M.A. in East Asian Studies from Duke University and a B.A. degree in Asian Studies from Dartmouth College. Ms. Burke holds FINRA licenses 7 and 63. She has seventeen years of industry experience.

Ms. Burke is the Head of Client Service for Boston Partners. In this role she has management responsibility for the firm’s client service associates and proposal team helping to ensure the client’s needs are met with world class service and satisfaction while driving new business initiatives to develop and enhance relationships in our Institutional and Sub advisory businesses. She joined the firm in February of 2023. Prior to that, Ms. Burke spent fifteen years at Putnam Investments as Director of Client Service managing day-to-day oversight of their Japan and North American clients, and before that, two years as an Account Executive and Proposal Writer at Fidelity Investments in their institutional division.

Newcomb Cole

Consultant Relations Director

Mr. Cole holds a B.S. degree in finance from Syracuse University. He also holds the FINRA Series 7 and 63 licenses and has thirty-three years of industry experience.

Mr. Cole is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. He joined the firm from Intech, where he was a member of the consultant relations team. Prior to this, Newcomb was in a similar role at The Boston Company.

Jason Reid

Senior Compliance Manager

18 Years of Investment Experience

Jason holds a B.S. degree from Fitchburg State University.

Mr. Jason Reid is a Senior Compliance Manager for Boston Partners and Chief Compliance Officer of Boston Partners Securities, LLC, our limited purpose Broker/Dealer, in August 2022. Mr. Reid is also a member of the Boston Partners Sustainability and Engagement team with primary responsibility for proxy voting and proxy voting engagement. His primary responsibilities are Sales and Marketing Compliance, and Broker/Dealer regulatory oversight. He is a member of the GIPS Committee and the Governance Committee. As part of the Sustainability and Engagement Team, Mr. Reid manages the proxy voting process on behalf of the Governance Committee, prepares all engagement materials with issuers regarding proxy matters and does original ESG research on issuers held in Boston Partners’ portfolio. Prior to joining Boston Partners, he was a Compliance Manager, Assistant Vice President, at Natixis Investment Managers. He holds the series 7, 24 registrations.

Jack Birmingham

Product Specialist

4 Years of Investment Experience

4 Years at Boston Partners

Mr. Birmingham holds a B.A. degree in Political Science from Hobart College.

Mr. Birmingham is a Product Specialist for the Boston Partners Value Equity strategies based in the Boston office, responsible for clients, consultants and prospects outside of North America. Prior to this role, Mr. Birmingham joined the firm as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.

Matthew Donovan

Equity Analyst

Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania.

Mr. Donovan is an equity analyst with Boston Partners. Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team. He was responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania. He has one year of experience.

John Zhao

Equity Analyst

Mr. Zhao holds a Bachelor of Arts degree from the Richard Ivey School of Business at Western University and an MBA from Harvard Business School. He has six years of industry experience.

Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Prior to his role at Boston Partners, Mr. Zhao worked as a Private Equity Associate in Salt Lake City and an Investment Banking Associate in Hong Kong.

Jonah Frank

Equity Analyst

Mr. Frank was a student at Boston University where he earned a B.S. degree in business administration with a concentration in finance and management information systems.

Mr. Frank is an equity research analyst with Boston Partners. Mr. Frank is focusing his analytical efforts on equities within a variety of cyclical industries.

Edward Stansky

Equity Analyst

Mr. Stansky holds a B.S. degree in economics from Duke University and a M.B.A. from NYU’s Stern School of Business. He has six years of investment experience.

Mr. Stansky is an equity research analyst with Boston Partners and has generalist coverage responsibilities. Prior to this role, he worked as a high yield and leveraged loan analyst at DDJ Capital and as an investment banking analyst in debt advisory at BofA Merrill Lynch.

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Marlon Thompson

Equity Trading Assistant

Mr. Thompson holds a B.S. degree in finance from Boston College. He has ten years of industry experience.

Mr. Thompson is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as a portfolio operations analyst. Before joining the firm, Mr. Thompson held several roles including Vice President of Operations at Benefit Street Partners LLC and positions at International Fund Services (IFS) and Pioneer Investments.

Kara Pattipati, CFA

Relationship Manager

Ms. Pattipati holds an M.A. in International Relations from the University of St. Andrews. She holds the Chartered Financial Analyst® designation. Ms. Pattipati has ten years of industry experience.

Ms. Pattipati is a member of the Relationship Management team at Boston Partners. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining Boston Partners in 2016, she was a business development associate at Geode Capital Management.

Elizabeth Sheerin

Relationship Manager

Ms. Sheerin holds a B.S. degree in business management from Babson College. Ms. Sheerin has thirteen years of industry experience

Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining our firm, she was a Client Service Representative at Putnam Investments. She also held several financial services related internships including working for Merrill Lynch Global Wealth Management and State Street Global Advisors.

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Insights Series | Dissecting the Energy Landscape

Going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

Insights Series | Checking in on the Consumer

Equity Analyst Volkan Gulen, CFA, discusses the state of the consumer sector.

Insights Series | Global Supply Chain

A conversation with Tim Collard, Equity Analyst at Boston Partners.

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Kathryn Y. Burke

Newcomb Cole

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Jonah Frank

Edward Stansky

Marlon Thompson

Kara Pattipati, CFA

Elizabeth Sheerin

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Insights Series | Dissecting the Energy Landscape

Insights Series | Checking in on the Consumer

Insights Series | Global Supply Chain