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The Education Report Representation of Universities and Colleges Across the Asset Management Industry eVestment Research May 2014

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Page 1: The Education Reportonline.wsj.com/public/resources/documents/eVestmentAsset... · 2018-08-27 · The top seventy-five national universities and top eleven liberal arts colleges,

The Education ReportRepresentation of Universities and CollegesAcross the Asset Management Industry

eVestment ResearchMay 2014

Page 2: The Education Reportonline.wsj.com/public/resources/documents/eVestmentAsset... · 2018-08-27 · The top seventy-five national universities and top eleven liberal arts colleges,

Introduction

The Education Report depicts the representation of universities and colleges across the asset managementspace. The financial services industry continues to be one of the leading fields of interest for students andrecent graduates, and asset management in particular may play a larger role going forward. Andrew Haldaneof the Bank of England answers the title of his speech “The age of asset management?”1 in the affirmative,concluding:

“Compared to banks, asset managers generate a completely different risk and opportunity set.But they, too, are special both for the financial system and the wider economy. As they grow inscale and importance, that specialness is likely to increase further. The Age of Asset Managementmay be upon us.”

The following report investigates the strength of school networks within the industry, where they are mostconcentrated, and how networks compare to each other. Current and prospective students aiming for a careerin asset management will find the following an invaluable resource. Universities and colleges may also use thisreport as a benchmark for the development of their career planning and job placement programs.

Asset management firms voluntarily provide information on their key professionals to eVestment alongsideother firm and fund information. The following report draws from a data set of over 35,000 activeprofessionals, from over 4,500 asset management firms, who represent over 900 universities and collegesglobally. The top seventy-five national universities and top eleven liberal arts colleges, as ranked by U.S. News& World Report, were chosen for our ranking tables and school-specific pages. Schools are ranked based onthe total number of graduates, representation based on firm role, and a variety of other factors.

1. “The age of asset management?”, Andrew Haldane (Bank of England), http://www.bankofengland.co.uk/publications/documents/speeches/2014/speech723.pdf, 4 April 2014

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Table of Contents

Introduction 2 Table of Contents 3 Report Overview 4

Ranking Schools by MBA 9 - 10 Schools by Firm Role 13 Schools by Product Strategy 17 - 18Schools by Total Alumni 5 - 6 Ivy League Rankings 11 Schools by Firm Location 14Schools by Bachelor's 7 - 8 Public University Rankings 12 Schools by Graduation Year 15 - 16

School Overview 19

National Universities Georgia Institute of Technology 38 Stanford University 57 University of Michigan - Ann Arbor 76Boston College 20 Harvard University 39 Syracuse University 58 University of Minnesota - Twin Cities 77Boston University 21 Indiana University Bloomington 40 Texas A&M - College Station 59 University of NC - Chapel Hill 78Brandeis University 22 Johns Hopkins University 41 Tufts University 60 University of Notre Dame 79Brigham Young University - Provo 23 Lehigh University 42 Tulane University 61 University of Pennsylvania 80Brown University 24 Massachusetts Inst. of Technology 43 University of California - Los Angeles 62 University of Pittsburgh 81California Institute of Technology 25 Michigan State University 44 University of California - Berkeley 63 University of Rochester 82Carnegie Mellon University 26 New York University 45 University of California - Davis 64 University of Southern California 83Case Western Reserve University 27 Northeastern University 46 University of California - Irvine 65 University of Texas - Austin 84Clemson University 28 Northwestern University 47 University of California - San Diego 66 University of Virginia 85College of William and Mary 29 Ohio State University - Columbus 48 University of CA - Santa Barbara 67 University of Washington 86Columbia University 30 Penn State - University Park 49 University of Chicago 68 University of Wisconsin - Madison 87Cornell University 31 Pepperdine University 50 University of Connecticut 69 Vanderbilt University 88Dartmouth College 32 Princeton University 51 University of Florida 70 Virginia Tech 89Duke University 33 Purdue University - West Lafayette 52 University of Georgia 71 Wake Forest University 90Emory University 34 Rensselaer Polytechnic Institute 53 University of IL - Urbana- Champaign 72 Washington University in St. Louis 91Fordham University 35 Rice University 54 University of Iowa 73 Worcester Polytechnic Institute 92George Washington University 36 Rutgers, the State University of NJ 55 University of Maryland - College Park 74 Yale University 93Georgetown University 37 Southern Methodist University 56 University of Miami 75 Yeshiva University 94

Liberal Arts Colleges Carleton College 97 Haverford College 100 Swarthmore College 103Amherst College 95 Claremont McKenna College 98 Middlebury College 101 Wellesley College 104Bowdoin College 96 Davidson College 99 Pomona College 102 Williams College 105

Methodology 106 Contact Information 107

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Portfolio Manager/ Analyst73.2%

Strategist/ Economist4.1%

Risk Management/ Due Diligence

1.1%

Investor Relations/ Marketing

4.9%

Other/ Unspecified16.8%

Summary

The characteristics cited in the following pages are based on employee data

reported to eVestment. Given the nature of investment manager databases,

our information on asset management professionals skews heavily in favor

of front office roles, see figure 1. While this is but a fraction of each firms’

workforce, these individuals represent some of the key decision makers

within these organizations: those managing, or helping to manage, product

portfolios and those heading the various support roles required to run a

successful asset management firm.

Highlights:• Ivy league schools predictably ranked highly across all of our rankings,

both on an absolute basis and after scaling for school size. There was no

clear delineation in terms of the best school for a career in asset

management, but Ivy league schools with top flight MBA programs were

a boon for Harvard University, the University of Pennsylvania, and

Columbia University.

• Public schools were also well represented with University of California –

Los Angeles, University of California – Berkeley, University of Michigan –

Ann Arbor, and University of Virginia showing a large number of alumni

across the asset management industry. Here too regional bias was a

factor with lower ranked public schools, based on U.S. News rankings,

garnering attention from local firms.

• Liberal arts colleges were competitive with national universities when

taking into account their smaller student body size; Williams College and

Middlebury College in particular placed a large number of graduates

within the industry.

• Boston based schools including Boston College, Boston University, and

Tufts University benefited from the stable of large asset management

firms in the area. A similar effect in the Midwest proved beneficial for

Indiana University Bloomington and Lehigh University.

• Although the focus of this report is on U.S. based schools, many

universities outside of the U.S., particularly those with strong MBA

programs, boasted strong placement within U.S. based firms.

Report Overview

Figure 1: Distribution of reported professionals’ roles

Figure 2: Distribution of bachelor’s degree-receiving graduation years for current portfolio managers

0

50

100

150

200

250

300

1960

1962

1964

1966

1968

1970

1972

1974

1976

1978

1980

1982

1984

1986

1988

1990

1992

1994

1996

1998

2000

2002

2004

2006

2008

2010

2012

Average age assuming bachelor's degree received at age 22: 47

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Ranking by Total Alumni

Rank University TotalAlumni Rank University Total

Alumni Rank University TotalAlumni

1 University of Pennsylvania 1,101 31 University of Wisconsin - Madison 143 61 Georgia Institute of Technology 60

2 Harvard University 920 32 Tufts University 134 62 University of Illinois - Urbana- Champaign 59

3 Columbia University 886 33 Northeastern University 129 63 Purdue University - West Lafayette 56

4 University of Chicago 877 33 University of Iowa 129 64 Texas A&M University - College Station 55

5 New York University 810 35 Lehigh University 126 64 University of California - Davis 55

6 Stanford University 470 36 Johns Hopkins University 121 64 University of Georgia 55

7 Northwestern University 429 37 University of Maryland - College Park 117 67 Rensselaer Polytechnic Institute 50

8 University of California - Los Angeles 412 38 University of Connecticut 113 67 University of Miami 50

9 University of California - Berkeley 373 39 George Washington University 111 69 Wake Forest University 47

10 Boston College 372 40 University of Texas - Austin 110 70 Virginia Tech 40

11 Cornell University 369 40 University of Washington 110 71 California Institute of Technology 33

12 Massachusetts Institute of Technology 357 42 University of Rochester 109 72 Pepperdine University 32

13 University of Michigan - Ann Arbor 332 43 University of North Carolina - Chapel Hill 108 73 Yeshiva University 23

14 University of Virginia 327 44 Southern Methodist University 105 74 Clemson University 16

15 Yale University 303 45 Emory University 102 75 Worcester Polytechnic Institute 10

16 Boston University 300 46 Ohio State University - Columbus 101

17 Dartmouth College 291 47 University of Pittsburgh 99

18 Duke University 287 48 University of Florida 86

19 Princeton University 273 49 Tulane University 83

20 University of Southern California 268 50 Michigan State University 80 1 Williams College 109

21 Indiana University Bloomington 235 51 University of California - San Diego 77 2 Middlebury College 69

22 University of Notre Dame 234 52 College of William and Mary 75 3 Bowdoin College 55

23 Georgetown University 222 52 University of California - Santa Barbara 75 4 Amherst College 49

24 University of Minnesota - Twin Cities 198 54 Syracuse University 73 5 Claremont McKenna College 41

25 Fordham University 184 55 Washington University in St. Louis 71 6 Wellesley College 39

26 Brown University 177 56 Brandeis University 70 7 Swarthmore College 30

27 Rutgers, the State University of NJ 172 57 Brigham Young University - Provo 69 8 Carleton College 26

28 Penn State University - University Park 162 57 Case Western Reserve University 69 8 Davidson College 26

29 Carnegie Mellon University 155 59 University of California - Irvine 68 10 Haverford College 23

30 Vanderbilt University 143 60 Rice University 64 10 Pomona College 23

Rank Liberal Arts College TotalAlumni

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Ranking by Total Alumni Scaled for School Size

Rank University TotalAlumni Rank University Total

Alumni Rank University TotalAlumni

1 University of Chicago 877 31 Boston University 300 61 University of California - San Diego 77

2 University of Pennsylvania 1,101 32 Southern Methodist University 105 62 University of Texas - Austin 110

3 Dartmouth College 291 33 Case Western Reserve University 69 63 University of California - Irvine 68

4 Harvard University 920 34 Emory University 102 64 Brigham Young University - Provo 69

5 Princeton University 273 35 University of Michigan - Ann Arbor 332 65 Michigan State University 80

6 Massachusetts Institute of Technology 357 36 Rensselaer Polytechnic Institute 50 66 Ohio State University - Columbus 101

7 Boston College 372 37 Tulane University 83 67 Worcester Polytechnic Institute 10

8 Stanford University 470 38 Wake Forest University 47 68 University of California - Davis 55

9 Yale University 303 39 University of Southern California 268 69 University of Florida 86

10 Columbia University 886 40 Indiana University Bloomington 235 70 University of Georgia 55

11 California Institute of Technology 33 41 Yeshiva University 23 71 Purdue University - West Lafayette 56

12 Brown University 177 42 Washington University in St. Louis 71 72 Virginia Tech 40

13 Northwestern University 429 43 University of Iowa 129 73 University of Illinois - Urbana- Champaign 59

14 University of Notre Dame 234 44 Rutgers, the State University of NJ 172 74 Texas A&M University - College Station 55

15 Duke University 287 45 Johns Hopkins University 121 75 Clemson University 16

16 Lehigh University 126 46 Northeastern University 129

17 New York University 810 47 University of Minnesota - Twin Cities 198

18 Cornell University 369 48 George Washington University 111

19 University of Virginia 327 49 University of Connecticut 113

20 Tufts University 134 50 University of Wisconsin - Madison 143 1 Williams College 109

21 Georgetown University 222 51 University of North Carolina - Chapel Hill 108 2 Bowdoin College 55

22 Fordham University 184 52 University of Pittsburgh 99 3 Claremont McKenna College 41

23 Vanderbilt University 143 53 University of Miami 50 4 Amherst College 49

24 Rice University 64 54 Syracuse University 73 5 Swarthmore College 30

25 Carnegie Mellon University 155 55 Penn State University - University Park 162 6 Middlebury College 69

26 Brandeis University 70 56 Pepperdine University 32 7 Haverford College 23

27 University of Rochester 109 57 Georgia Institute of Technology 60 8 Wellesley College 39

28 University of California - Los Angeles 412 58 University of California - Santa Barbara 75 9 Pomona College 23

29 University of California - Berkeley 373 59 University of Maryland - College Park 117 10 Davidson College 26

30 College of William and Mary 75 60 University of Washington 110 11 Carleton College 26

Rank Liberal Arts College TotalAlumni

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Ranking by Bachelor’s Graduates

Rank University BA/BS Rank University BA/BS Rank University BA/BS

1 University of Pennsylvania 451 31 University of Chicago 80 60 University of Pittsburgh 36

2 Harvard University 270 32 Ohio State University - Columbus 73 62 University of Georgia 35

3 Cornell University 209 33 University of Iowa 72 63 Georgia Institute of Technology 34

4 Princeton University 202 34 University of Maryland - College Park 70 64 Virginia Tech 32

4 University of Virginia 202 35 University of Washington 68 65 University of North Carolina - Chapel Hill 30

6 Boston College 197 36 University of Connecticut 66 65 Wake Forest University 30

7 Yale University 195 36 University of Texas - Austin 66 67 Rensselaer Polytechnic Institute 27

8 University of California - Berkeley 184 38 Northeastern University 64 68 University of California - Irvine 23

9 University of Michigan - Ann Arbor 170 39 Fordham University 62 69 California Institute of Technology 21

10 Dartmouth College 167 39 Michigan State University 62 69 University of Miami 21

11 Stanford University 164 39 University of Florida 62 71 Case Western Reserve University 18

12 Columbia University 158 42 University of California - San Diego 61 72 Yeshiva University 14

13 Duke University 156 43 University of California - Santa Barbara 61 73 Clemson University 9

14 University of California - Los Angeles 155 44 Southern Methodist University 57 74 Pepperdine University 8

14 New York University 155 45 Washington University in St. Louis 56 74 Worcester Polytechnic Institute 8

14 University of Notre Dame 155 46 College of William and Mary 53

17 Brown University 140 46 Syracuse University 53

18 Georgetown University 137 48 Johns Hopkins University 51

19 Northwestern University 124 49 Brigham Young University - Provo 50

20 Boston University 119 50 Carnegie Mellon University 49 1 Williams College 98

21 Penn State University - University Park 118 51 George Washington University 48 2 Middlebury College 64

22 Indiana University Bloomington 117 52 Emory University 45 3 Bowdoin College 52

23 Massachusetts Institute of Technology 116 52 Tulane University 45 4 Amherst College 43

24 Lehigh University 108 54 University of California - Davis 41 5 Claremont McKenna College 38

25 Rutgers, the State University of NJ 106 55 Rice University 40 6 Wellesley College 35

25 University of Southern California 106 55 Texas A&M University - College Station 40 7 Swarthmore College 28

27 University of Minnesota - Twin Cities 101 55 University of Rochester 40 8 Carleton College 23

28 Tufts University 97 58 Purdue University - West Lafayette 39 8 Davidson College 23

29 University of Wisconsin - Madison 89 59 Brandeis University 38 10 Haverford College 21

30 Vanderbilt University 81 60 University of Illinois - Urbana- Champaign 36 11 Pomona College 19

Rank Liberal Arts College BA/BS

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Ranking by Bachelor’s Graduates Scaled for School Size

Rank University BA/BS Rank University BA/BS Rank University BA/BS

1 University of Pennsylvania 451 31 Boston University 119 61 Pepperdine University 8

2 Princeton University 202 32 Tulane University 45 62 University of Texas - Austin 66

3 Dartmouth College 167 33 University of Rochester 40 63 Michigan State University 62

4 Harvard University 270 34 Wake Forest University 30 64 University of Florida 62

5 Yale University 195 35 University of Michigan - Ann Arbor 170 65 Brigham Young University - Provo 50

6 Boston College 197 36 Emory University 45 66 Ohio State University - Columbus 73

7 Massachusetts Institute of Technology 116 37 University of California - Berkeley 184 67 University of North Carolina - Chapel Hill 30

8 Stanford University 164 38 University of Southern California 106 68 University of California - Davis 41

9 Lehigh University 108 39 Yeshiva University 14 69 Purdue University - West Lafayette 39

10 California Institute of Technology 21 40 Rensselaer Polytechnic Institute 27 70 Virginia Tech 32

11 Brown University 140 41 University of California - Los Angeles 155 71 University of Georgia 35

12 Duke University 156 42 George Washington University 48 72 University of Illinois - Urbana- Champaign 36

13 Columbia University 158 43 Case Western Reserve University 18 73 Texas A&M University - College Station 40

14 University of Notre Dame 155 44 Syracuse University 53 74 University of California - Irvine 23

15 Georgetown University 137 45 University of Iowa 72 75 Clemson University 9

16 Tufts University 97 46 Northeastern University 64

17 University of Chicago 80 47 Indiana University Bloomington 117

18 Cornell University 209 48 Rutgers, the State University of NJ 106

19 Northwestern University 124 49 University of Wisconsin - Madison 89

20 University of Virginia 202 50 University of Minnesota - Twin Cities 101 1 Williams College 98

21 Vanderbilt University 81 51 University of Connecticut 66 2 Claremont McKenna College 38

22 Rice University 40 52 Georgia Institute of Technology 34 3 Bowdoin College 52

23 Brandeis University 38 53 Penn State University - University Park 118 4 Amherst College 43

24 Southern Methodist University 57 54 University of California - Santa Barbara 61 5 Middlebury College 64

25 Carnegie Mellon University 49 55 University of Maryland - College Park 70 6 Swarthmore College 28

26 College of William and Mary 53 56 Worcester Polytechnic Institute 8 7 Haverford College 21

27 Washington University in St. Louis 56 57 University of Washington 68 8 Wellesley College 35

28 Fordham University 62 58 University of California - San Diego 61 9 Pomona College 19

29 Johns Hopkins University 51 59 University of Miami 21 10 Davidson College 23

30 New York University 155 60 University of Pittsburgh 36 11 Carleton College 23

Rank Liberal Arts College BA/BS

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Ranking by MBA Graduates

Rank University MBA Rank University MBA Rank University MBA

1 University of Chicago 720 24 Carnegie Mellon University 57 47 Rice University 16

2 Columbia University 557 24 University of Notre Dame 57 48 College of William and Mary 15

3 New York University 533 26 University of Iowa 55 48 Michigan State University 15

3 University of Pennsylvania 553 27 University of Rochester 54 48 University of Miami 15

5 Harvard University 471 28 University of Pittsburgh 51 51 Wake Forest University 14

6 Northwestern University 234 28 Vanderbilt University 51 52 Johns Hopkins University 12

7 University of California - Los Angeles 208 30 Emory University 50 52 University of Florida 12

8 Stanford University 182 31 Rutgers, the State University of NJ 49 54 Lehigh University 11

9 University of Southern California 125 32 Case Western Reserve University 47 55 Washington University in St. Louis 10

10 University of Michigan - Ann Arbor 124 33 University of Connecticut 45 56 Brigham Young University - Provo 9

11 Cornell University 114 34 George Washington University 40 57 University of Georgia 8

12 University of California - Berkeley 111 35 Northeastern University 38 58 Syracuse University 7

13 Fordham University 109 36 Southern Methodist University 35 59 Texas A&M University - College Station 6

14 Dartmouth College 108 36 University of Texas - Austin 35 60 Purdue University - West Lafayette 4

14 Duke University 108 38 University of California - Irvine 34 60 Rensselaer Polytechnic Institute 4

16 Massachusetts Institute of Technology 105 38 University of Wisconsin - Madison 34 60 Virginia Tech 4

17 Indiana University Bloomington 104 40 University of Maryland - College Park 33 63 Clemson University 3

18 Boston University 99 41 Georgetown University 28 63 Georgia Institute of Technology 3

19 University of Minnesota - Twin Cities 95 41 University of Washington 28 63 Tufts University 3

20 University of Virginia 91 43 Tulane University 25 63 University of Illinois - Urbana- Champaign 3

21 Boston College 82 44 Pepperdine University 24 67 Brandeis University 2

22 University of North Carolina - Chapel Hill 64 45 Penn State University - University Park 21 67 University of California - Davis 2

23 Yale University 59 46 Ohio State University - Columbus 18 67 University of California - San Diego 2

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Ranking by MBA Graduates Scaled for School Size

Rank University MBA Rank University MBA Rank University MBA

1 New York University 533 24 Lehigh University 11 47 Michigan State University 15

2 University of Connecticut 45 25 Dartmouth College 108 48 Syracuse University 7

3 University of Chicago 720 26 Tulane University 25 49 University of Miami 15

4 University of Iowa 55 27 University of Notre Dame 57 50 College of William and Mary 15

5 Columbia University 557 28 University of Wisconsin - Madison 34 51 University of Georgia 8

6 Case Western Reserve University 47 29 University of California - Irvine 34 52 Ohio State University - Columbus 18

7 University of Minnesota - Twin Cities 95 30 Northeastern University 38 53 Rice University 16

8 Boston College 82 31 University of Maryland - College Park 33 54 Rensselaer Polytechnic Institute 4

9 Boston University 99 32 Vanderbilt University 51 55 University of Texas - Austin 35

10 University of Pennsylvania 553 33 Southern Methodist University 35 56 Johns Hopkins University 12

11 University of Pittsburgh 51 34 University of Virginia 91 57 Tufts University 3

12 University of Southern California 125 35 Emory University 50 58 Georgetown University 28

13 University of California - Los Angeles 208 36 Penn State University - University Park 21 59 Texas A&M University - College Station 6

14 Fordham University 109 37 Carnegie Mellon University 57 60 Virginia Tech 4

15 Indiana University Bloomington 104 38 University of Michigan - Ann Arbor 124 61 Washington University in St. Louis 10

16 Harvard University 471 39 Massachusetts Institute of Technology 105 62 Brigham Young University - Provo 9

17 Stanford University 182 40 Duke University 108 63 Georgia Institute of Technology 3

18 University of California - Berkeley 111 41 Wake Forest University 14 64 University of California - Davis 2

19 University of Rochester 54 42 Pepperdine University 24 65 University of California - San Diego 2

20 Rutgers, the State University of NJ 49 43 University of Washington 28 66 Purdue University - West Lafayette 4

21 Cornell University 114 44 University of North Carolina - Chapel Hill 64 67 University of Illinois - Urbana- Champaign 3

22 Northwestern University 234 45 University of Florida 12 68 Brandeis University 2

23 George Washington University 40 46 Yale University 59 69 Clemson University 3

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Ivy League Ranking

Absolute Rank

Scaled Rank

School Total Alumni

Scale Factor

1 1 University of Pennsylvania 1,101 6,1192 3 Harvard University 920 5,7693 6 Columbia University 886 8,8164 8 Cornell University 369 5,7465 5 Yale University 303 2,7906 2 Dartmouth College 291 1,6357 4 Princeton University 273 1,7288 7 Brown University 177 2,082

Absolute Rank

Scaled Rank

School Bachelor's Graduates

Scale Factor

1 1 University of Pennsylvania 451 2,6362 4 Harvard University 270 1,7743 8 Cornell University 209 3,5964 2 Princeton University 202 1,2485 5 Yale University 195 1,2856 3 Dartmouth College 167 1,0937 7 Columbia University 158 2,0228 6 Brown University 140 1,603

Absolute Rank

Scaled Rank School MBA

GraduatesScale Factor

1 1 Columbia University 557 6402 2 University of Pennsylvania 553 8393 3 Harvard University 471 9264 4 Cornell University 114 2795 5 Dartmouth College 108 2806 6 Yale University 59 276- - Brown University - -- - Princeton University - -

Absolute Rank

Scaled Rank School

Master's & PhD

Graduates

Scale Factor

1 4 Columbia University 108 6,7942 3 Harvard University 71 3,9953 7 University of Pennsylvania 39 3,4834 1 Princeton University 29 4805 6 Cornell University 25 2,1506 5 Yale University 23 1,5057 2 Brown University 11 4798 8 Dartmouth College 4 542

Absolute Rank

Scaled Rank School

Portfolio Managers &

Analysts

Scale Factor

1 2 University of Pennsylvania 907 6,1192 6 Columbia University 744 8,8163 4 Harvard University 709 5,7694 8 Cornell University 301 5,7465 1 Dartmouth College 247 1,6355 5 Yale University 247 2,7907 3 Princeton University 225 1,7288 7 Brown University 135 2,082

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Public University Ranking

Absolute Rank

Scaled Rank School Total

AlumniScale Factor

1 2 University of California - Los Angeles 412 10,2512 3 University of California - Berkeley 373 9,4353 5 University of Michigan - Ann Arbor 332 10,2694 1 University of Virginia 327 5,4665 6 Indiana University Bloomington 235 9,5416 8 University of Minnesota - Twin Cities 198 10,8507 13 Penn State University - University Park 162 11,4098 10 University of Wisconsin - Madison 143 8,4689 7 University of Iowa 129 5,68910 16 University of Maryland - College Park 117 9,48311 9 University of Connecticut 113 6,56312 19 University of Texas - Austin 110 11,45812 17 University of Washington 110 10,08414 11 University of North Carolina - Chapel Hill 108 6,42515 22 Ohio State University - Columbus 101 13,74516 12 University of Pittsburgh 99 6,52117 24 University of Florida 86 12,18218 21 Michigan State University 80 9,97219 18 University of California - San Diego 77 7,44220 4 College of William and Mary 75 2,03221 15 University of California - Santa Barbara 75 5,95722 20 University of California - Irvine 68 7,16923 14 Georgia Institute of Technology 60 4,75724 28 University of Illinois - Urbana- Champaign 59 10,71625 26 Purdue University - West Lafayette 56 8,22426 29 Texas A&M University - College Station 55 11,14626 23 University of California - Davis 55 7,56626 25 University of Georgia 55 8,03529 27 Virginia Tech 40 7,07530 30 Clemson University 16 4,448

Absolute Rank

Scaled Rank School Bachelor's

GraduatesScale Factor

1 1 University of Virginia 202 3,7262 4 University of California - Berkeley 184 7,3153 3 University of Michigan - Ann Arbor 170 6,3514 5 University of California - Los Angeles 155 7,3425 12 Penn State University - University Park 118 10,0996 7 Indiana University Bloomington 117 7,1037 9 University of Minnesota - Twin Cities 101 7,4498 8 University of Wisconsin - Madison 89 6,4169 21 Ohio State University - Columbus 73 10,62610 6 University of Iowa 72 4,23711 14 University of Maryland - College Park 70 7,04312 15 University of Washington 68 7,04813 10 University of Connecticut 66 4,97314 18 University of Texas - Austin 66 8,37415 20 University of Florida 62 8,28616 19 Michigan State University 62 7,93117 16 University of California - San Diego 61 6,33618 13 University of California - Santa Barbara 61 5,33319 2 College of William and Mary 53 1,46020 23 University of California - Davis 41 6,58121 28 Texas A&M University - College Station 40 9,02422 24 Purdue University - West Lafayette 39 6,60323 17 University of Pittsburgh 36 4,16524 27 University of Illinois - Urbana- Champaign 36 7,53325 26 University of Georgia 35 6,36026 11 Georgia Institute of Technology 34 2,84227 25 Virginia Tech 32 5,48628 22 University of North Carolina - Chapel Hill 30 4,44129 29 University of California - Irvine 23 6,06930 30 Clemson University 9 3,394

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Ranking of Alumni by Firm Roles

Rank University PM/Analyst Rank University PM/

Analyst Rank University Economist/Strategist

1 University of Pennsylvania 907 31 Penn State University - University Park 113 1 Harvard University 58

2 Columbia University 744 32 Tufts University 108 2 University of Chicago 46

3 University of Chicago 727 32 University of Iowa 108 3 Columbia University 41

4 Harvard University 709 34 Lehigh University 99 4 University of Pennsylvania 40

5 New York University 667 35 Johns Hopkins University 96 5 Stanford University 27

6 Stanford University 372 36 Northeastern University 94 6 New York University 22

7 Northwestern University 333 37 Emory University 92 7 University of California - Los Angeles 21

8 University of California - Los Angeles 325 37 University of Texas - Austin 92 8 University of California - Berkeley 19

9 Cornell University 301 39 University of Maryland - College Park 89 8 University of Southern California 19

10 Boston College 300 40 University of Washington 87 10 Yale University 18

11 Massachusetts Institute of Technology 298 41 University of Rochester 86 11 Cornell University 16

12 University of California - Berkeley 286 42 University of Connecticut 85 11 Northwestern University 16

13 University of Michigan - Ann Arbor 279 42 University of North Carolina - Chapel Hill 85 13 Duke University 15

14 University of Virginia 259 44 George Washington University 81 13 Massachusetts Institute of Technology 15

15 Dartmouth College 247 45 University of Pittsburgh 80

15 Yale University 247 46 Ohio State University - Columbus 74

17 Boston University 242 47 University of Florida 72

18 Duke University 225 48 Southern Methodist University 71 1 University of Pennsylvania 47

18 Princeton University 225 49 Michigan State University 67 2 Harvard University 40

20 University of Southern California 201 50 College of William and Mary 61 3 University of Chicago 31

21 Indiana University Bloomington 194 50 Tulane University 61 4 Columbia University 30

22 University of Notre Dame 188 52 Brigham Young University - Provo 59 5 Northwestern University 28

23 Georgetown University 180 52 Case Western Reserve University 59 6 University of California - Los Angeles 24

24 University of Minnesota - Twin Cities 164 54 University of California - San Diego 56 7 University of California - Berkeley 23

25 Fordham University 137 55 Rice University 55 8 Boston College 21

26 Brown University 135 56 Brandeis University 54 8 New York University 21

26 Carnegie Mellon University 135 56 Washington University in St. Louis 54 10 University of Virginia 19

28 University of Wisconsin - Madison 131 58 Syracuse University 52 11 Cornell University 18

29 Rutgers, the State University of NJ 128 59 University of California - Santa Barbara 50 12 Penns State University - University Park 17

30 Vanderbilt University 118 60 University of Illinois - Urbana- Champaign 47 12 University of Southern California 17

Rank University IR/Marketing

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Top Schools for Firms Located in Select Metropolitan AreasFirms Located within 75 Mile Radius of Anchor City

New York, NY

New York UniversityColumbia University

University of PennsylvaniaHarvard University

University of ChicagoCornell University

Fordham UniversityYale University

Massachusetts Institute of TechnologyRutgers, the State University of New Jersey

Boston, MA

Harvard UniversityBoston College

Boston UniversityUniversity of Pennsylvania

Massachusetts Institute of TechnologyUniversity of ChicagoColumbia UniversityDartmouth College

Northeastern UniversityCornell University

Los Angeles, CA

University of California - Los AngelesUniversity of Southern California

Harvard UniversityUniversity of Pennsylvania

Stanford UniversityUniversity of Chicago

University of California - BerkeleyColumbia UniversityNew York University

Massachusetts Institute of Technology

Chicago, IL

University of ChicagoNorthwestern University

Indiana University BloomingtonUniversity of Michigan - Ann Arbor

University of Notre DameUniversity of Pennsylvania

University of Wisconsin - MadisonHarvard University

University of Illinois - Urbana- ChampaignUniversity of Minnesota - Twin Cities

Washington, D.C.

University of VirginiaUniversity of Pennsylvania

University of Maryland - College ParkColumbia UniversityHarvard University

Johns Hopkins UniversityStanford University

University of ChicagoGeorge Washington University

Duke University

Philadelphia, PA

University of PennsylvaniaPennsylvania State University - University Park

Columbia UniversityHarvard UniversityNew York University

Rutgers, the State University of New JerseyUniversity of ChicagoUniversity of Virginia

Yale UniversityPrinceton University

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Top Feeder Schools by Graduation Year

1960 - 1964

Yale UniversityHarvard University

Northwestern UniversityPrinceton UniversityColumbia UniversityStanford UniversityNew York UniversityUniversity of Virginia

Massachusetts Institute of TechnologyUniversity of California - Los Angeles

1965 - 1969

University of PennsylvaniaHarvard UniversityColumbia UniversityNew York UniversityStanford University

Northwestern UniversityUniversity of Notre Dame

Dartmouth CollegeUniversity of California - Los Angeles

University of California - Berkeley

1970 - 1974

Harvard UniversityUniversity of Pennsylvania

New York UniversityColumbia UniversityStanford University

University of ChicagoYale University

Massachusetts Institute of TechnologyIndiana University Bloomington

University of Michigan - Ann Arbor

1975 - 1979

University of PennsylvaniaHarvard UniversityNew York UniversityStanford UniversityPrinceton UniversityUniversity of ChicagoColumbia UniversityUniversity of Virginia

University of California - Los AngelesNorthwestern University

1980 - 1984

University of PennsylvaniaHarvard University

University of ChicagoStanford UniversityUniversity of VirginiaColumbia University

University of California - BerkeleyNew York University

University of Michigan - Ann ArborDuke University

1985 - 1989

University of PennsylvaniaHarvard UniversityNew York UniversityUniversity of ChicagoColumbia University

Northwestern UniversityUniversity of Virginia

University of Michigan - Ann ArborDuke University

Dartmouth College

1990 - 1994

University of PennsylvaniaHarvard University

University of ChicagoNew York UniversityColumbia University

Boston CollegeUniversity of Michigan - Ann Arbor

University of California - Los AngelesNorthwestern University

Cornell University

1995 - 1999

University of PennsylvaniaUniversity of ChicagoColumbia UniversityHarvard UniversityNew York University

Northwestern UniversityBoston College

University of Michigan - Ann ArborDuke University

University of California - Berkeley

2000 - 2004

University of PennsylvaniaUniversity of ChicagoColumbia UniversityNew York UniversityHarvard University

Boston CollegeStanford UniversityCornell University

Massachusetts Institute of TechnologyUniversity of California - Los Angeles

2005 - 2009

University of ChicagoColumbia University

University of PennsylvaniaHarvard UniversityNew York University

Boston CollegeMassachusetts Institute of Technology

Stanford UniversityUniversity of California - Los Angeles

Boston University

2010 - 2014

Columbia UniversityUniversity of Pennsylvania

University of ChicagoHarvard University

Northwestern UniversityUniversity of California - Berkeley

New York UniversityStanford UniversityCornell University

University of Notre Dame

LEGEND

Ivy LeaguePublic

Non-Ivy Private

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Top Feeder Schools by Graduation YearScaled for School Size

1960 - 1964

Amherst CollegeYale University

Princeton UniversityWilliams CollegeBrown University

Harvard UniversityStanford University

Massachusetts Institute of TechnologyNorthwestern University

University of Virginia

1965 - 1969

Dartmouth CollegeHarvard University

University of PennsylvaniaStanford University

Claremont McKenna CollegeUniversity of Notre Dame

Princeton UniversityBowdoin CollegeRice UniversityYale University

1970 - 1974

Wellesley CollegeHarvard UniversityBowdoin CollegeCarleton CollegeWilliams CollegeYale University

Massachusetts Institute of TechnologyHaverford College

University of PennsylvaniaSwarthmore College

1975 - 1979

Swarthmore CollegePrinceton UniversityHaverford CollegeBowdoin College

University of PennsylvaniaWilliams College

Wellesley CollegeStanford University

Amherst CollegeHarvard University

1980 - 1984

Williams CollegeAmherst College

Dartmouth CollegeUniversity of Pennsylvania

Princeton UniversityUniversity of ChicagoStanford UniversityHarvard UniversityDavidson College

California Institute of Technology

1985 - 1989

Williams CollegeDartmouth College

University of ChicagoBowdoin College

University of PennsylvaniaHarvard UniversityAmherst College

Princeton UniversityMassachusetts Institute of Technology

California Institute of Technology

1990 - 1994

Williams CollegeUniversity of Chicago

Boston CollegeDartmouth CollegeHarvard University

University of PennsylvaniaMassachusetts Institute of Technology

Yale UniversityUniversity of Notre Dame

Carleton College

1995 - 1999

University of ChicagoPrinceton UniversityDartmouth College

Claremont McKenna CollegeUniversity of Pennsylvania

Boston CollegeCalifornia Institute of Technology

Harvard UniversityMassachusetts Institute of Technology

Yale University

2000 - 2004

University of ChicagoUniversity of Pennsylvania

Boston CollegeWilliams College

Dartmouth CollegeMassachusetts Institute of Technology

Bowdoin CollegePrinceton UniversityHarvard UniversityStanford University

2005 - 2009

University of ChicagoBoston College

Massachusetts Institute of TechnologyClaremont McKenna CollegeUniversity of Pennsylvania

Harvard UniversityColumbia UniversityStanford UniversityDartmouth CollegeDavidson College

2010 - 2014

University of ChicagoUniversity of Pennsylvania

Amherst CollegeBowdoin College

Columbia UniversityHarvard University

Claremont McKenna CollegeCalifornia Institute of Technology

Northwestern UniversityPrinceton University

LEGEND

Ivy LeaguePublic

Non-Ivy PrivateLiberal Arts

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Top U.S. Schools by Product Strategy

U.S. Equity

University of PennsylvaniaUniversity of ChicagoHarvard UniversityColumbia UniversityNew York University

Northwestern UniversityStanford University

University of California - Los AngelesUniversity of Wisconsin - Madison

University of Virginia

U.S. Fixed Income

University of PennsylvaniaUniversity of ChicagoNew York UniversityColumbia University

University of California - Los AngelesHarvard University

Boston CollegeCornell University

Northwestern UniversityUniversity of Minnesota - Twin Cities

European &U.K. Fixed Income

University of ChicagoUniversity of Pennsylvania

Boston CollegeUniversity of Pittsburgh

Boston UniversityCornell University

Columbia UniversityNew York UniversityHarvard University

Massachusetts Institute of Technology

European &U.K. Equity

Harvard UniversityColumbia University

Northwestern UniversityUniversity of Pennsylvania

University of ChicagoPrinceton UniversityNew York University

Massachusetts Institute of TechnologyUniversity of California - Berkeley

University of California - Los Angeles

Global, Global Ex-U.S. &EAFE Equity

University of PennsylvaniaUniversity of ChicagoHarvard UniversityColumbia UniversityNew York University

Massachusetts Institute of TechnologyStanford University

University of California - BerkeleyNorthwestern University

University of California - Los Angeles

Global, Global Ex-U.S. &EAFE Fixed Income

University of ChicagoColumbia University

University of PennsylvaniaNew York UniversityHarvard University

Massachusetts Institute of TechnologyUniversity of California - Los Angeles

Stanford UniversityDartmouth College

University of California - Berkeley

Hedge Fund

Harvard UniversityUniversity of Pennsylvania

University of ChicagoMassachusetts Institute of Technology

New York UniversityColumbia UniversityStanford University

University of California - Los AngelesNorthwestern University

University of California - Berkeley

Asia-Pacific & Sub-RegionEquity

University of PennsylvaniaHarvard UniversityColumbia University

University of ChicagoUniversity of California - Berkeley

New York UniversityMassachusetts Institute of Technology

University of Michigan - Ann ArborNorthwestern University

Cornell University

Asia-Pacific & Sub-RegionFixed Income

Boston CollegeStanford University

University of PennsylvaniaNorthwestern University

Harvard UniversityNew York University

Massachusetts Institute of TechnologyBoston University

Georgetown UniversityCornell University

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Top Schools Globally by Product Strategy

Asia-Pacific & Sub-RegionEquity

University of OxfordUniversity of Cambridge

Keio UniversityHitotsubashi University

University of PennsylvaniaWaseda University

National University of SingaporeLondon School of Economics

University of New South WalesNanyang Technological University

Global, Global Ex-U.S. &EAFE Equity

University of PennsylvaniaUniversity of ChicagoHarvard UniversityColumbia UniversityUniversity of OxfordNew York University

University of CambridgeMassachusetts Institute of Technology

Stanford UniversityUniversity of California - Berkeley

European &U.K. Equity

University of OxfordUniversity of Cambridge

London School of EconomicsCopenhagen Business School

Durham UniversityUniversity of Edinburgh

University of LondonUniversity of Warwick

Harvard UniversityColumbia University

European &U.K. Fixed Income

University of LondonUniversity of CambridgeUniversity of Warwick

Erasmus University RotterdamVienna Univ. of Economics & Business

University of OxfordUniversity of Chicago

University of StrathclydeUniversity of Pennsylvania

London School of Economics

Asia-Pacific & Sub-RegionFixed Income

University of New South WalesUniversity of MelbourneUniversity of Cambridge

University of LondonBoston College

Macquarie UniversityUniversity of Toronto

Monash UniversityUniversity of Sydney

McGill University

Global, Global Ex-U.S. &EAFE Fixed Income

University of ChicagoColumbia University

University of PennsylvaniaNew York University

University of CambridgeLondon School of Economics

University of LondonHarvard University

University of OxfordMassachusetts Institute of Technology

U.S. Equity

University of PennsylvaniaUniversity of ChicagoHarvard UniversityColumbia UniversityNew York University

Northwestern UniversityStanford University

University of California - Los AngelesUniversity of Wisconsin - Madison

University of Virginia

U.S. Fixed Income

University of PennsylvaniaUniversity of ChicagoNew York UniversityColumbia University

University of California - Los AngelesHarvard University

Boston CollegeCornell University

Northwestern UniversityUniversity of Minnesota - Twin Cities

Hedge Fund

Harvard UniversityUniversity of Pennsylvania

University of ChicagoMassachusetts Institute of Technology

New York UniversityColumbia UniversityStanford University

University of CambridgeUniversity of California - Los Angeles

University of Oxford

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School Overview

Summary

The following pages highlight university and college specific representation

within the asset management industry. We show the distribution of degrees

conferred, distribution of graduation years, firms with strong school

networks, alumni roles at their respective firms, popular product strategies,

and regional representation. Although the following information is derived

from roles within the asset management industry, given the typical

trajectory from sell-side analyst to buy-side analyst, we believe the data to

be indicative of recent graduates’ representation in a variety of sell-side

positions such as equity research at an investment bank.

We separate the schools analyzed into four categories: Ivy league, non-Ivy

private, public, and liberal arts college. By and large, overall university

prestige seemed to correlate strongly to placement within the asset

management industry. As might be expected, Ivy league schools are heavily

represented across the asset management industry accounting for 24.9% of

all undergraduate degrees and 30.8% of all MBA degrees based on data

reported to eVestment, see figure 1. Almost two-thirds of all professionals in

our data set held a graduate degree, see figure 2. Given the recent

explosion of programs tailored for those interested in finance conferring

degrees such as the master’s in finance and master’s in financial

engineering, we suspect this proportion to trend higher. Graduates also

seemed to gravitate toward working at firms close to their schools, no doubt

a mix of local recruitment by firms, selection bias toward established

networks, and graduates’ preferences for a familiar environment.

Many schools show a proclivity for placing its graduates within the asset

management industry, beyond what potential matriculants may expect given

the perceived value of the “name of the school” and claims made regarding

their campus recruitment office. Lastly, we also consider the size of schools

for our results. While a large network, in absolute numbers, is seen as an

asset, comparisons on the effectiveness of job placement efforts may not be

fair depending on school size differences. The effect of student body size

becomes most poignant when comparing large public schools within the U.S.

to smaller liberal arts colleges.

Figure 1: Bachelor’s degree (left) and master’s degree in business administration (right) by school type, *distribution of degrees are based solely on the eighty-six schools specified in the following pages

Ivy24.9%

Non-Ivy Private38.2%

Public30.7%

Liberal Arts College6.2%

Ivy30.8%

Non-Ivy Private48.9%

Public20.3%

Figure 2: Distribution of highest degree attained*Professionals electing not to provide educational backgrounds were excluded

38.2% 37.1%

16.3%

3.6% 3.2%1.2% 0.4%

0%

5%

10%

15%

20%

25%

30%

35%

40%

Bachelor's MBA Master's(excluding

MBA)

PhD MBA &Master's

(excl. MBA)

JD Other

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Boston CollegeChestnut Hill, Massachusetts (Private)

Degrees Total Number

Absolute Rank

Scale Factor

Scaled Rank

Number of Alumni 372 10 2,993 7Bachelor's 197 6 1,531 6

Master's, excluding MBA 85 4 1,462 3Master of Business Admin (MBA) 82 21 100 8

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 6

Doctor of Medicine (MD) 0Other/Unspecified 22

Current Role Total Number

% of Alumni

Absolute Rank

Portfolio Managers & Analysts 300 80.6% 10Strategists & Economists 9 2.4% 19

Risk Management & Due Diligence 4 1.1% 9Investor Relations & Marketing 21 5.6% 8

Other/Unspecified 38 10.2% 9

Top Product Groups Number of Alumni

US Equity 99US Fixed Income 65

Global Equity 30Global ex-US Equity 24

Hedge Fund 15EAFE Equity 13

Global Fixed Income 12Emerging Markets Equity 12

Global Balanced 10US Balanced 7

Top Ten Firms by Total Number of Alumni

State Street Global AdvisorsWellington Management Company, LLP

The Boston Company Asset Management, LLCMFS Investment ManagementManulife Asset Management

Standish Mellon Asset Management Company LLCEaton Vance Management

Acadian Asset Management, LLCBlackRock

Pioneer Investments

Top Ten Firms by Alumni Scaled for Firm Size

Summit Global Investments, LLCWakefield Asset Management LLLP

Pillar Pacific Capital Management, LLCAmerican Capital Management, Inc.Nottinghill Investment Advisers, Ltd.

Samoset Alternative Strategies GP I LLCWindham Capital Management, LLC

Portolan Capital ManagementPear Tree Funds

F-Squared Investments Inc

Year Number of Alumni

1960-64 01965-69 01970-74 21975-79 81980-84 111985-89 251990-94 481995-99 472000-04 482005-09 382010-14 3 Firms Represented: 194

57%0%

Distribution of Alumni by Firm Location

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Boston UniversityBoston, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 300 16 8,194 31Bachelor's 119 20 3,980 31

Master's, excluding MBA 64 7 4,214 16Master of Business Admin (MBA) 99 18 142 9

Doctor of Philosophy (PhD) 9Juris Doctor (JD) 9

Doctor of Medicine (MD) 0Other/Unspecified 19

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 242 80.7% 17Strategists & Economists 14 4.7% 15

Risk Management & Due Diligence 1 0.3% 32Investor Relations & Marketing 12 4.0% 19

Other/Unspecified 31 10.3% 16

Top Product GroupsNumber of

Alumni

US Equity 77US Fixed Income 45

Global Equity 28EAFE Equity 23

Global ex-US Equity 19Emerging Markets Equity 14

Hedge Fund 11Global Fixed Income 11

US Balanced 6Global Balanced 3

Top Ten Firms by Total Number of Alumni

State Street Global AdvisorsWellington Management Company, LLP

MFS Investment ManagementManulife Asset Management

Grantham, Mayo, Van Otterloo & Co. LLCEaton Vance ManagementPyramis Global Advisors

Standish Mellon Asset Management Company LLCPioneer Investments

Walden Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

Summit Global Investments, LLCThe Bollard Group LLCCapital Prospects LLC

Constitution Research & ManagementF.L.Putnam Investment Management Company

Samoset Alternative Strategies GP I LLCWestfield Capital Management Company, LLC

Boston AdvisorsJulex Capital Management, LLC

Long Wharf Investors

YearNumber of

Alumni

1960-64 01965-69 31970-74 41975-79 61980-84 131985-89 201990-94 331995-99 272000-04 282005-09 232010-14 1 Firms Represented: 163

58%0%

Distribution of Alumni by Firm Location

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Brandeis UniversityWaltham, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 70 56 1,605 26Bachelor's 38 59 831 23

Master's, excluding MBA 25 19 774 7Master of Business Admin (MBA) 2 67 69 68

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 54 77.1% 56Strategists & Economists 3 4.3% 47

Risk Management & Due Diligence 1 1.4% 32Investor Relations & Marketing 2 2.9% 61

Other/Unspecified 10 14.3% 45

Top Product GroupsNumber of

Alumni

US Equity 13Emerging Markets Equity 13

Global Equity 6US Fixed Income 6

Global Fixed Income 5Global ex-US Equity 4

Emerging Markets Fixed Income 4EAFE Equity 4Hedge Fund 3

Canadian Fixed Income 2

Top Ten Firms by Total Number of Alumni

State Street Global AdvisorsWellington Management Company, LLP

Morgan Stanley Investment ManagementGrantham, Mayo, Van Otterloo & Co. LLC

Pioneer InvestmentsLazard Asset Management LLC

Walden Asset ManagementGoldman Sachs Asset Management, LP

Indus Capital Partners LLCOFI Institutional Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

OFI Institutional Asset ManagementSandalwood Securities, Inc.

Portfolio 21 InvestmentsCaravel Management LLC

Walden Asset ManagementNewgate Capital Management LLCAFL-CIO Housing Investment Trust

Osterweis Capital ManagementSentinel Asset Management, Inc.

AlphaSimplex Group, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 21975-79 31980-84 41985-89 41990-94 41995-99 72000-04 42005-09 72010-14 1 Firms Represented: 54

41%0%

Distribution of Alumni by Firm Location

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Brigham Young University – ProvoProvo, Utah (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 69 57 8,174 64Bachelor's 50 49 7,024 65

Master's, excluding MBA 6 49 1,150 40Master of Business Admin (MBA) 9 56 160 62

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 13

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 59 85.5% 52Strategists & Economists 3 4.3% 47

Risk Management & Due Diligence 0Investor Relations & Marketing 2 2.9% 61

Other/Unspecified 5 7.2% 61

Top Product GroupsNumber of

Alumni

US Equity 21Global Equity 9

US Fixed Income 9EAFE Equity 7Hedge Fund 6

Emerging Markets Equity 5Global ex-US Equity 5

Japan Equity 3US Balanced 2

Emerging Markets Fixed Income 2

Top Ten Firms by Total Number of Alumni

Accuvest Global AdvisorsWestwood Global Investments, LLC

Yacktman Asset Management LPGrandeur Peak Global Advisors

Wells Capital Management IncorporatedThornburg Investment Management, Inc.

Wasatch Advisors, Inc.Waddell & Reed Investment Management Company

Analytic Investors, LLCThreadneedle Investments

Top Ten Firms by Alumni Scaled for Firm Size

Accuvest Global AdvisorsYacktman Asset Management LP

Millcreek Asset ManagementAlta Capital ManagementTaiyo Pacific Partners LP

Westwood Global Investments, LLCHighVista Strategies LLC

Grandeur Peak Global AdvisorsReams Asset Management

CWC Advisors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 11975-79 21980-84 21985-89 81990-94 101995-99 52000-04 92005-09 22010-14 1 Firms Represented: 57

27%0%

Distribution of Alumni by Firm Location

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Brown UniversityProvidence, Rhode Island (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 177 26 2,082 12Bachelor's 140 17 1,603 11

Master's, excluding MBA 11 32 479 8Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 8Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 22

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 135 76.3% 26Strategists & Economists 13 7.3% 17

Risk Management & Due Diligence 0Investor Relations & Marketing 8 4.5% 26

Other/Unspecified 21 11.9% 25

Top Product GroupsNumber of

Alumni

US Equity 52US Fixed Income 22

Global Equity 18EAFE Equity 10

Emerging Markets Equity 10US Balanced 8

Global Fixed Income 6Global ex-US Equity 6

Global Balanced 4Commodities 4

Top Ten Firms by Total Number of Alumni

FMR Corp.JPMorgan Chase & Co.

MFS Investment ManagementD.B. Fitzpatrick & Co., Inc.

Wellington Management Company, LLPState Street Global Advisors

Lazard Asset Management LLCPIMCO

DB Advisors/ Deutsche Asset ManagementOppenheimerFunds, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Green Century Capital Management, Inc.D.B. Fitzpatrick & Co., Inc.

Tanaka Capital Management, Inc.FourWinds Capital Management16th Amendment Advisors LLCClarkston Capital Partners LLC

Astor Investment Management LLCShikiar Asset Management Inc.

Mountain Lake Investment Management LLCLong Wharf Investors

YearNumber of

Alumni

1960-64 31965-69 21970-74 31975-79 71980-84 101985-89 131990-94 221995-99 92000-04 172005-09 52010-14 1 Firms Represented: 144

28%0%

Distribution of Alumni by Firm Location

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California Institute of TechnologyPasadena, California (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 33 71 354 11Bachelor's 21 69 232 10

Master's, excluding MBA 5 52 122 5Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 8Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 1

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 25 75.8% 71Strategists & Economists 5 15.2% 35

Risk Management & Due Diligence 0Investor Relations & Marketing 0

Other/Unspecified 3 9.1% 71

Top Product GroupsNumber of

Alumni

US Equity 12Hedge Fund 7EAFE Equity 7

Global Equity 6US Fixed Income 6Global Balanced 4

Emerging Markets Equity 3Global Fixed Income 3Global ex-US Equity 1

Commodities 1

Top Ten Firms by Total Number of Alumni

PIMCOFirst Quadrant L.P.

Dimensional Fund AdvisorsAnalytic Investors, LLC

QS Investors, LLCMorgan Stanley Investment Management

ClariVest Asset Management LLCFranklin Templeton Investments

John Hancock Advisers, LLCBridgeway Capital Management, Inc

Top Ten Firms by Alumni Scaled for Firm Size

First Quadrant L.P.QS Investors, LLC

Stonebridge Capital Management, Inc.Algert Coldiron Investors, LLC

Analytic Investors, LLCHuber Capital Management, LLCClariVest Asset Management LLC

Bridgeway Capital Management, IncDimensional Fund Advisors

Aperio Group LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 01980-84 31985-89 31990-94 21995-99 52000-04 22005-09 22010-14 1 Firms Represented: 24

61%0%

Distribution of Alumni by Firm Location

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Carnegie Mellon UniversityPittsburgh, Pennsylvania (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 155 29 3,509 25Bachelor's 49 50 1,283 25

Master's, excluding MBA 48 9 2,226 9Master of Business Admin (MBA) 57 24 212 37

Doctor of Philosophy (PhD) 4Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 9

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 135 87.1% 26Strategists & Economists 9 5.8% 19

Risk Management & Due Diligence 1 0.6% 32Investor Relations & Marketing 6 3.9% 38

Other/Unspecified 4 2.6% 67

Top Product GroupsNumber of

Alumni

US Equity 45US Fixed Income 26

Global Equity 20EAFE Equity 13Hedge Fund 12

Emerging Markets Equity 10Global ex-US Equity 10Global Fixed Income 7

Emerging Markets Fixed Income 4Global Balanced 3

Top Ten Firms by Total Number of Alumni

Federated Investors, Inc.Mellon Capital Management Corporation

Putnam InvestmentsWellington Management Company, LLP

PIMCOThe Boston Company Asset Management, LLC

Snow Capital Management, LPThe Stanley-Laman Group, Ltd

Amundi Smith Breeden LLCDeutsche Asset Management, DWS Investments

Top Ten Firms by Alumni Scaled for Firm Size

Chilmark Hill Capital LLCThe Stanley-Laman Group, LtdKohala Capital Partners, LLC

Jacobs Levy Equity ManagementHusic Capital ManagementSelect Equity Group, L.P.

CIM Investment ManagementPreserverPartners, LLCQuantum Capital Mgmt

Elessar Investment Management, LLC

YearNumber of

Alumni

1960-64 11965-69 11970-74 11975-79 21980-84 41985-89 101990-94 171995-99 112000-04 162005-09 162010-14 2 Firms Represented: 100

26%0%

Distribution of Alumni by Firm Location

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Case Western Reserve UniversityCleveland, Ohio (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 69 57 1,969 33Bachelor's 18 71 888 43

Master's, excluding MBA 7 46 1,081 36Master of Business Admin (MBA) 47 32 55 6

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 1

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 59 85.5% 52Strategists & Economists 4 5.8% 40

Risk Management & Due Diligence 0Investor Relations & Marketing 0

Other/Unspecified 6 8.7% 57

Top Product GroupsNumber of

Alumni

US Equity 34US Fixed Income 9

Global Equity 5Emerging Markets Equity 4

Hedge Fund 3Global ex-US Equity 3

EAFE Equity 3Global Balanced 1

Commodities 1Japan Equity 1

Top Ten Firms by Total Number of Alumni

Victory Capital Management Inc.Integrity Asset Management, LLC

Ancora Advisors LLCBoyd Watterson Asset Management, LLC

ClearArc CapitalThe Boston Company Asset Management, LLC

Winslow Asset Management, Inc.MatlinPatterson Group

PNC Capital Advisors, LLCNeuberger Berman

Top Ten Firms by Alumni Scaled for Firm Size

Glovista Investments LLCHuygens Capital LLC

Winslow Asset Management, Inc.LSV Asset ManagementBroadleaf Partners, LLC

Integrity Asset Management, LLCShaker Investments

Elessar Investment Management, LLCBoyd Watterson Asset Management, LLC

Apex Capital Management, Inc.

YearNumber of

Alumni

1960-64 01965-69 11970-74 11975-79 31980-84 21985-89 41990-94 31995-99 82000-04 122005-09 42010-14 0 Firms Represented: 53

35%0%

Distribution of Alumni by Firm Location

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Clemson UniversityClemson, South Carolina (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 16 74 4,448 75Bachelor's 9 73 3,394 75

Master's, excluding MBA 3 62 1,054 59Master of Business Admin (MBA) 3 63 110 69

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 0

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 12 75.0% 74Strategists & Economists 2 12.5% 55

Risk Management & Due Diligence 0Investor Relations & Marketing 1 6.3% 69

Other/Unspecified 1 6.3% 75

Top Product GroupsNumber of

Alumni

US Equity 5US Fixed Income 5

Global ex-US Equity 3EAFE Equity 2

Global Equity 2Emerging Markets Equity 1

US Balanced 1Europe Fixed Income 1

Europe Equity 1Hedge Fund 1

Top Ten Firms by Total Number of Alumni

Greenwood Capital Associates, LLCBlackRock

Robeco Investment Management, Inc.Richmond Capital ManagementCertium Asset Management LLC

DePrince, Race & Zollo, Inc.Federated Investors, Inc.

InvescoGenerali Investments Europe S.p.A. SGRMellon Capital Management Corporation

Top Ten Firms by Alumni Scaled for Firm Size

Certium Asset Management LLCGreenwood Capital Associates, LLC

Reams Asset ManagementRichmond Capital ManagementICC Capital Management, Inc.

Generali Investments Europe S.p.A. SGRDePrince, Race & Zollo, Inc.

Robeco Investment Management, Inc.Mellon Capital Management Corporation

Federated Investors, Inc.

YearNumber of

Alumni

1960-64 01965-69 11970-74 21975-79 11980-84 01985-89 51990-94 51995-99 02000-04 02005-09 02010-14 0 Firms Represented: 13

20%0%

Distribution of Alumni by Firm Location

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College of William & MaryWilliamsburg, Virginia (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 75 52 2,032 30Bachelor's 53 46 1,460 26

Master's, excluding MBA 2 66 572 52Master of Business Admin (MBA) 15 48 87 50

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 3

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 61 81.3% 50Strategists & Economists 6 8.0% 27

Risk Management & Due Diligence 0Investor Relations & Marketing 3 4.0% 55

Other/Unspecified 5 6.7% 61

Top Product GroupsNumber of

Alumni

US Equity 26US Fixed Income 13

Hedge Fund 6Fund of Hedge Funds 5

Global Equity 4US Balanced 3EAFE Equity 3

Global Fixed Income 1Emerging Markets Equity 1

Commodities 1

Top Ten Firms by Total Number of Alumni

Guggenheim InvestmentsThompson, Siegel & Walmsley LLC

Investment Management of Virginia, LLCT. Rowe Price Group

Lighthouse Investment Partners, LLCAegis Financial Corporation

Wells Capital Management IncorporatedLombard Odier Investment Managers

Crestline Investors, Inc.JPMorgan Chase & Co.

Top Ten Firms by Alumni Scaled for Firm Size

Morgan Creek Capital Management, LLCVN Capital Management, LLCAegis Financial Corporation

KStone Partners LLCMason Capital Partners

Chatham Capital Group Inc.SummerHaven Investment Management LLC

Boston Trust & Investment Management CompanyFlippin, Bruce & Porter, Inc.

Lighthouse Investment Partners, LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 01975-79 51980-84 31985-89 91990-94 141995-99 122000-04 52005-09 22010-14 1 Firms Represented: 63

26%0%

Distribution of Alumni by Firm Location

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Columbia UniversityNew York, New York (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 886 3 8,816 10Bachelor's 158 12 2,022 13

Master's, excluding MBA 108 2 6,794 14Master of Business Admin (MBA) 557 2 640 5

Doctor of Philosophy (PhD) 33Juris Doctor (JD) 13

Doctor of Medicine (MD) 0Other/Unspecified 58

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 744 84.0% 2Strategists & Economists 41 4.6% 3

Risk Management & Due Diligence 9 1.0% 3Investor Relations & Marketing 30 3.4% 4

Other/Unspecified 62 7.0% 4

Top Product GroupsNumber of

Alumni

US Equity 252Global Equity 108

US Fixed Income 100Global ex-US Equity 72

EAFE Equity 61Emerging Markets Equity 56

Global Fixed Income 36Hedge Fund 31

Emerging Markets Fixed Income 25US Balanced 20

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCLazard Asset Management LLC

PIMCOBaron Capital Group, Inc.

Morgan Stanley Investment ManagementWellington Management Company, LLP

OppenheimerFunds, Inc.BlackRock

Neuberger BermanFranklin Templeton Investments

Top Ten Firms by Alumni Scaled for Firm Size

VN Capital Management, LLCAthena Global Investors LLC

Pratt Capital LLCSteinberg Asset Management, LLC

Select Equity Group, L.P.WisdomTree Asset Management

Summit Street Capital Managementvan Biema Value Partners, LLCCentre Asset Management, LLC

Marble Harbor Investment Counsel

YearNumber of

Alumni

1960-64 51965-69 141970-74 101975-79 151980-84 321985-89 531990-94 631995-99 832000-04 702005-09 642010-14 35 Firms Represented: 446

46%0%

Distribution of Alumni by Firm Location

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Cornell UniversityIthaca, New York (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 369 11 5,746 18Bachelor's 209 3 3,596 18

Master's, excluding MBA 25 19 2,150 22Master of Business Admin (MBA) 114 11 279 21

Doctor of Philosophy (PhD) 9Juris Doctor (JD) 3

Doctor of Medicine (MD) 2Other/Unspecified 33

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 301 81.6% 9Strategists & Economists 16 4.3% 11

Risk Management & Due Diligence 1 0.3% 32Investor Relations & Marketing 18 4.9% 11

Other/Unspecified 33 8.9% 14

Top Product GroupsNumber of

Alumni

US Equity 89US Fixed Income 64

Global Equity 36Global ex-US Equity 29

EAFE Equity 20Emerging Markets Equity 15

US Balanced 10Hedge Fund 10

Global Fixed Income 9Global Balanced 9

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCFederated Investors, Inc.

Lazard Asset Management LLCWellington Management Company, LLP

Waddell & Reed Investment Management CompanyState Street Global Advisors

PIMCOMFS Investment Management

BlackRockGuggenheim Investments

Top Ten Firms by Alumni Scaled for Firm Size

Abner, Herrman & Brock Asset ManagementECM Asset Management Limited

LSV Asset ManagementNorthShore Advisors LLCNottingham Advisors Inc.

Constitution Research & ManagementJacobs Levy Equity ManagementSuffolk Capital Management, LLC

Strategy Asset Managers LLCNew Path Advisors

YearNumber of

Alumni

1960-64 11965-69 31970-74 31975-79 101980-84 151985-89 261990-94 351995-99 332000-04 382005-09 182010-14 7 Firms Represented: 259

29%0%

Distribution of Alumni by Firm Location

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Dartmouth CollegeHanover, New Hampshire (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 291 17 1,635 3Bachelor's 167 10 1,093 3

Master's, excluding MBA 4 55 542 32Master of Business Admin (MBA) 108 14 280 25

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 25

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 247 84.9% 15Strategists & Economists 6 2.1% 27

Risk Management & Due Diligence 3 1.0% 15Investor Relations & Marketing 8 2.7% 26

Other/Unspecified 27 9.3% 18

Top Product GroupsNumber of

Alumni

US Equity 97US Fixed Income 46

Global Equity 25Emerging Markets Fixed Income 14

Hedge Fund 13EAFE Equity 13

Global Fixed Income 11Emerging Markets Equity 9

US Balanced 8Global ex-US Equity 8

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPPIMCO

Eaton Vance ManagementGrantham, Mayo, Van Otterloo & Co. LLC

Putnam InvestmentsT. Rowe Price Group

Jennison Associates LLCFMR Corp.

Federated Investors, Inc.MFS Investment Management

Top Ten Firms by Alumni Scaled for Firm Size

Sila Value Advisors, LLCHanover Capital Partners, llc

Trigate Capital, LLCGoodwin Capital Advisers

The Vanguard GroupStrategy Asset Managers LLC

Headlands Capital ManagementOMT Capital Management, LLCVenture Investment Associates

Martin Investment Management, LLC

YearNumber of

Alumni

1960-64 01965-69 71970-74 21975-79 61980-84 181985-89 261990-94 251995-99 312000-04 232005-09 112010-14 0 Firms Represented: 191

27%0%

Distribution of Alumni by Firm Location

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Duke UniversityDurham, North Carolina (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 287 18 3,740 15Bachelor's 156 13 1,799 12

Master's, excluding MBA 11 32 1,941 38Master of Business Admin (MBA) 108 14 431 40

Doctor of Philosophy (PhD) 7Juris Doctor (JD) 6

Doctor of Medicine (MD) 1Other/Unspecified 14

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 225 78.4% 18Strategists & Economists 15 5.2% 13

Risk Management & Due Diligence 3 1.0% 15Investor Relations & Marketing 11 3.8% 20

Other/Unspecified 33 11.5% 14

Top Product GroupsNumber of

Alumni

US Equity 99US Fixed Income 49

Global Equity 22Global ex-US Equity 18

Hedge Fund 13Global Fixed Income 10

US Balanced 10EAFE Equity 9

Emerging Markets Equity 9Emerging Markets Fixed Income 9

Top Ten Firms by Total Number of Alumni

BlackRockT. Rowe Price Group

InvescoWellington Management Company, LLP

Sterling Capital Management LLCThornburg Investment Management, Inc.Wells Capital Management Incorporated

PIMCOThompson, Siegel & Walmsley LLCJanus Capital Management LLC

Top Ten Firms by Alumni Scaled for Firm Size

JAForlines, LLCAvenir CorporationHurley Capital, LLCSaybrook Capital

U S Asset Management, LLC.Morgan Creek Capital Management, LLC

Argus Investors Counsel, Inc.Artha Capital ManagementTriple Double Advisors, LLCAmundi Smith Breeden LLC

YearNumber of

Alumni

1960-64 01965-69 31970-74 51975-79 81980-84 231985-89 261990-94 271995-99 372000-04 202005-09 102010-14 2 Firms Represented: 210

22%0%

Distribution of Alumni by Firm Location

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Emory UniversityAtlanta, Georgia (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 102 45 3,028 34Bachelor's 45 52 1,744 36

Master's, excluding MBA 1 70 1,284 71Master of Business Admin (MBA) 50 30 176 35

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 1

Doctor of Medicine (MD) 1Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 92 90.2% 37Strategists & Economists 1 1.0% 67

Risk Management & Due Diligence 0Investor Relations & Marketing 2 2.0% 61

Other/Unspecified 7 6.9% 52

Top Product GroupsNumber of

Alumni

US Equity 45US Fixed Income 21

US Balanced 12Emerging Markets Equity 11

Global Equity 9EAFE Equity 7

Global ex-US Equity 6Hedge Fund 3

Global Fixed Income 2Japan Equity 1

Top Ten Firms by Total Number of Alumni

InvescoMontag & Caldwell, LLCEARNEST Partners, LLC

BlackRockING Investment Management

Neuberger BermanGuggenheim Investments

ING Investment Management InternationalClearBridge Advisors, LLC

State Street Global Advisors

Top Ten Firms by Alumni Scaled for Firm Size

F-Squared Investments IncKR Capital Advisors, Inc.

Bowen, Hanes & Company, Inc.Timbervest, LLC

Eads & Heald Investment CounselAIS Capital Management LP

EARNEST Partners, LLCOak Associates, ltd.

Friess AssociatesTimberline Asset Management LLC

YearNumber of

Alumni

1960-64 11965-69 11970-74 11975-79 31980-84 81985-89 131990-94 71995-99 92000-04 102005-09 32010-14 1 Firms Represented: 80

25%0%

Distribution of Alumni by Firm Location

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Fordham UniversityNew York, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 184 25 3,982 22Bachelor's 62 39 1,919 28

Master's, excluding MBA 1 70 2,063 74Master of Business Admin (MBA) 109 13 202 14

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 13

Doctor of Medicine (MD) 0Other/Unspecified 15

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 137 74.5% 25Strategists & Economists 5 2.7% 35

Risk Management & Due Diligence 4 2.2% 9Investor Relations & Marketing 9 4.9% 23

Other/Unspecified 29 15.8% 17

Top Product GroupsNumber of

Alumni

US Equity 44US Fixed Income 36

Global Equity 18Global ex-US Equity 7Global Fixed Income 7

Emerging Markets Equity 5EAFE Equity 5Hedge Fund 5

Global Balanced 5Emerging Markets Fixed Income 4

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCKlingenstein, Fields & Co.

Lazard Asset Management LLCFederated Investors, Inc.

Deutsche Asset Management, DWS InvestmentsArtio Global Management LLC

Mutual of America Capital Management CorpFranklin Templeton Investments

Pinnacle Associates Ltd.Stone Harbor Investment Partners LP

Top Ten Firms by Alumni Scaled for Firm Size

Argus Investors Counsel, Inc.Kinetics Asset Management LLC

Klingenstein, Fields & Co.First Citizens Bank

Thomson Horstmann & Bryant, Inc.KStone Partners LLC

NuWave Investment Management, LLCWCAS Fraser Sullivan

Hillswick Asset Management, LLCGilman Hill Asset Management, LLC

YearNumber of

Alumni

1960-64 11965-69 11970-74 21975-79 31980-84 41985-89 141990-94 181995-99 192000-04 122005-09 82010-14 2 Firms Represented: 136

47%0%

Distribution of Alumni by Firm Location

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George Washington UniversityWashington, D.C. (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 111 39 6,149 48Bachelor's 48 51 2,282 42

Master's, excluding MBA 8 43 3,867 64Master of Business Admin (MBA) 40 34 100 23

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 7

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 81 73.0% 44Strategists & Economists 4 3.6% 40

Risk Management & Due Diligence 0Investor Relations & Marketing 10 9.0% 21

Other/Unspecified 16 14.4% 31

Top Product GroupsNumber of

Alumni

US Equity 30US Fixed Income 15

Global Fixed Income 9Global ex-US Equity 8

Global Equity 8EAFE Equity 5Hedge Fund 4

Global Balanced 4US Balanced 3

Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCProShare Advisors LLC

Carret Asset Management LLCPIMCO

Brown Advisory, LLCInvesco

Wilmington Trust Investment Advisors, Inc.Columbia Partners, L.L.C. Investment Management

Loomis, Sayles & Company, L.P.Lepercq Lynx Investment Advisory, LLC

Top Ten Firms by Alumni Scaled for Firm Size

First Houston CapitalPrudential Real Estate Fixed Income Investors

San Juan Asset Management, Inc.ProShare Advisors LLC

Morris Capital Advisors, Inc.Quantico Asset Management

Taiyo Pacific Partners LPSadoff Investment Management LLC

L&S Advisors, IncTAMRO Capital Partners LLC

YearNumber of

Alumni

1960-64 01965-69 21970-74 31975-79 61980-84 121985-89 71990-94 51995-99 92000-04 72005-09 72010-14 2 Firms Represented: 95

29%0%

Distribution of Alumni by Firm Location

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Georgetown UniversityWashington, D.C. (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 222 23 4,702 21Bachelor's 137 18 1,871 15

Master's, excluding MBA 23 21 2,831 30Master of Business Admin (MBA) 28 41 258 58

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 14

Doctor of Medicine (MD) 0Other/Unspecified 25

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 180 81.1% 23Strategists & Economists 9 4.1% 19

Risk Management & Due Diligence 2 0.9% 20Investor Relations & Marketing 15 6.8% 14

Other/Unspecified 16 7.2% 31

Top Product GroupsNumber of

Alumni

US Equity 71US Fixed Income 24

Global Equity 20Hedge Fund 14

Emerging Markets Equity 13US Balanced 12EAFE Equity 12

Emerging Markets Fixed Income 11Global ex-US Equity 10Global Fixed Income 5

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPOppenheimerFunds, Inc.

Franklin Templeton InvestmentsBlackRock

Fred Alger Management, Inc.Hotchkis and Wiley Capital Management, LLC

Sankaty Advisors, LLCPIMCO

Lazard Asset Management LLCMatlinPatterson Group

Top Ten Firms by Alumni Scaled for Firm Size

Sims Capital Management LLCProsiris Capital Management LPAstrop Advisory Corporation

Kingsland Capital Management, LLCAscendant Capital Partners LP

Fulcrum Asset ManagementBirdRock Asset ManagementAWJ Capital Partners, LLC

Private Capital ManagementAxiom International Investors LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 41975-79 81980-84 81985-89 151990-94 261995-99 292000-04 182005-09 92010-14 4 Firms Represented: 180

34%0%

Distribution of Alumni by Firm Location

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Georgia Institute of TechnologyAtlanta, Georgia (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 60 61 4,757 57Bachelor's 34 63 2,842 52

Master's, excluding MBA 14 27 1,915 34Master of Business Admin (MBA) 3 63 68 63

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 7

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 43 71.7% 61Strategists & Economists 2 3.3% 55

Risk Management & Due Diligence 2 3.3% 20Investor Relations & Marketing 5 8.3% 43

Other/Unspecified 8 13.3% 49

Top Product GroupsNumber of

Alumni

US Equity 26US Fixed Income 10

Global Equity 7EAFE Equity 6

Emerging Markets Equity 6Global Fixed Income 5

Europe Fixed Income 2Global ex-US Equity 1

Global Balanced 1Commodities 1

Top Ten Firms by Total Number of Alumni

ING Investment Management Co. LLCClariVest Asset Management LLC

Buckhead Capital Management, LLCCornerstone Investment Partners LLC

InvescoArtio Global Management LLC

Eads & Heald Investment CounselKennedy Capital Management, Inc.

EARNEST Partners, LLCPineBridge Investments

Top Ten Firms by Alumni Scaled for Firm Size

Eads & Heald Investment CounselClariVest Asset Management LLCShapiro Capital Management LLC

Timbervest, LLCCS Capital Management, Inc.

Insight Capital Research & Management, Inc.Real Estate Management Services Group, LLC

Cornerstone Investment Partners LLCEquity Investment Corporation

Buckhead Capital Management, LLC

YearNumber of

Alumni

1960-64 11965-69 01970-74 01975-79 11980-84 11985-89 31990-94 101995-99 62000-04 22005-09 32010-14 2 Firms Represented: 48

33%0%

Distribution of Alumni by Firm Location

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Harvard UniversityCambridge, Massachusetts (Private – Ivy League)

Distribution of Alumni by Firm Location

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 920 2 5,769 4Bachelor's 270 2 1,774 4

Master's, excluding MBA 71 6 3,995 12Master of Business Admin (MBA) 471 5 926 16

Doctor of Philosophy (PhD) 39Juris Doctor (JD) 35

Doctor of Medicine (MD) 3Other/Unspecified 94

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 709 77.1% 4Strategists & Economists 58 6.3% 1

Risk Management & Due Diligence 10 1.1% 2Investor Relations & Marketing 40 4.3% 2

Other/Unspecified 103 11.2% 1

Top Product GroupsNumber of

Alumni

US Equity 303Global Equity 125

US Fixed Income 69EAFE Equity 61

Global ex-US Equity 58Hedge Fund 52

Emerging Markets Equity 42US Balanced 32

Global Balanced 20Global Fixed Income 20

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPPIMCO

Kohlberg Kravis Roberts & Co. L.P.Grantham, Mayo, Van Otterloo & Co. LLC

Eaton Vance ManagementAcadian Asset Management, LLC

FMR Corp.MFS Investment Management

VanguardFrontier Capital Management Company, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Texas First Investment Management CompanyCallinan Asset Management LLC

EntrepreneurShares LLCIngalls & Snyder LLC

Hanover Capital Partners, llcRutherford Investment Management

Deltec Asset ManagementHighVista Strategies LLC

Goodspeed Capital Advisors,LLCMason Capital Partners

YearNumber of

Alumni

1960-64 81965-69 191970-74 271975-79 261980-84 541985-89 701990-94 881995-99 802000-04 612005-09 502010-14 19 Firms Represented: 454

27%0%

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Indiana University BloomingtonBloomington, Indiana (Public)

31%0%

Distribution of Alumni by Firm Location

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 235 21 9,541 40Bachelor's 117 22 7,103 47

Master's, excluding MBA 9 38 2,438 49Master of Business Admin (MBA) 104 17 196 15

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 2

Doctor of Medicine (MD) 0Other/Unspecified 14

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 194 82.6% 21Strategists & Economists 8 3.4% 24

Risk Management & Due Diligence 4 1.7% 9Investor Relations & Marketing 8 3.4% 26

Other/Unspecified 21 8.9% 25

Top Product GroupsNumber of

Alumni

US Equity 89US Fixed Income 33

Global Equity 18US Balanced 10Hedge Fund 9

Emerging Markets Equity 7Global Fixed Income 7Global ex-US Equity 5

Japan Equity 3EAFE Equity 3

Top Ten Firms by Total Number of Alumni

Northern TrustInvesco

Harris Associates L.P.Advisory Research, Inc.

Federated Investors, Inc.Wells Capital Management Incorporated

IronBridge Capital Management, L.P.Lee Munder Capital Group, LLCLombardia Capital Partners, LLCFranklin Templeton Investments

Top Ten Firms by Alumni Scaled for Firm Size

Oppenheimer Investment Management LLCHarbor Springs Financial Management,LLC

Woodley Farra Manion Portfolio Management, Inc.Nottinghill Investment Advisers, Ltd.

Strategic Capital Partners LLCValara Capital Management, LLC

Night Owl Capital Management, LLCENDEX Capital Management, LLC

SG Capital Management, LLCWinthrop Capital Management

YearNumber of

Alumni

1960-64 11965-69 21970-74 91975-79 81980-84 131985-89 161990-94 211995-99 262000-04 142005-09 52010-14 4 Firms Represented: 170

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Johns Hopkins UniversityBaltimore, Maryland (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 121 36 6,432 45Bachelor's 51 48 1,647 29

Master's, excluding MBA 47 10 4,785 25Master of Business Admin (MBA) 12 52 93 56

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 96 79.3% 35Strategists & Economists 4 3.3% 40

Risk Management & Due Diligence 1 0.8% 32Investor Relations & Marketing 7 5.8% 34

Other/Unspecified 13 10.7% 39

Top Product GroupsNumber of

Alumni

US Equity 45US Fixed Income 16

Global Equity 12Global ex-US Equity 11

Emerging Markets Equity 7Global Fixed Income 7

Emerging Markets Fixed Income 6Hedge Fund 5

Global Balanced 4EAFE Equity 4

Top Ten Firms by Total Number of Alumni

T. Rowe Price GroupFederated Investors, Inc.

Legg Mason Inc.OppenheimerFunds, Inc.

Morgan Stanley Investment ManagementBrown Advisory, LLC

VanguardGrantham, Mayo, Van Otterloo & Co. LLC

New Century Advisors, LLCOFI Global Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

Sera CapitalMorgan Stanley GIS Applied Equity Advisors

HIP Investor Inc.Thomas J. Herzfeld Advisors, Inc.

Mar Vista Investment Partners, LLCCredo Capital Management, LLC

New Century Advisors, LLCWinslow Asset Management, Inc.

Elk Creek Partners LLCThe Union Labor Life Insurance Company

YearNumber of

Alumni

1960-64 01965-69 01970-74 21975-79 41980-84 91985-89 51990-94 71995-99 62000-04 82005-09 32010-14 2 Firms Represented: 95

24%0%

Distribution of Alumni by Firm Location

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Lehigh UniversityBethlehem, Pennsylvania (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 126 35 1,749 16Bachelor's 108 24 1,143 9

Master's, excluding MBA 2 66 606 54Master of Business Admin (MBA) 11 54 28 24

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 99 78.6% 34Strategists & Economists 4 3.2% 40

Risk Management & Due Diligence 0Investor Relations & Marketing 8 6.3% 26

Other/Unspecified 15 11.9% 34

Top Product GroupsNumber of

Alumni

US Equity 35US Fixed Income 18

Global Equity 11Global Fixed Income 4

US Balanced 4Global ex-US Equity 3

EAFE Equity 3Hedge Fund 3

Fund of Hedge Funds 2Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

The Boston Company Asset Management, LLCDeutsche Asset & Wealth ManagementWestern Asset Management Company

Douglas C. Lane & AssociatesBreithorn Capital Management LLC

PIMCOAnchor Capital Advisors LLC

Clark Capital Management Group, Inc.Brown Brothers Harriman & Co.

Stone Harbor Investment Partners LP

Top Ten Firms by Alumni Scaled for Firm Size

Douglas C. Lane & AssociatesPermanent Portfolio Family of FundsBreithorn Capital Management LLC

Carl Domino, Inc.Samoset Alternative Strategies GP I LLC

Innealta CapitalMcClain Value Management, LLC

Windward Capital Management Co.Clark Capital Management Group, Inc.

Ashford Capital Management

YearNumber of

Alumni

1960-64 01965-69 31970-74 41975-79 11980-84 81985-89 121990-94 151995-99 152000-04 42005-09 32010-14 0 Firms Represented: 98

34%0%

Distribution of Alumni by Firm Location

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Massachusetts Institute of TechnologyCambridge, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 357 12 2,538 6Bachelor's 116 23 1,002 7

Master's, excluding MBA 121 1 1,536 1Master of Business Admin (MBA) 105 16 410 39

Doctor of Philosophy (PhD) 40Juris Doctor (JD) 0

Doctor of Medicine (MD) 1Other/Unspecified 23

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 298 83.5% 11Strategists & Economists 15 4.2% 13

Risk Management & Due Diligence 2 0.6% 20Investor Relations & Marketing 8 2.2% 26

Other/Unspecified 34 9.5% 13

Top Product GroupsNumber of

Alumni

US Equity 93Global Equity 58

US Fixed Income 47Global ex-US Equity 41

Emerging Markets Equity 30Hedge Fund 28EAFE Equity 26

Global Fixed Income 13Emerging Markets Fixed Income 8

Fund of Hedge Funds 7

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPPIMCO

Putnam InvestmentsGrantham, Mayo, Van Otterloo & Co. LLC

The Boston Company Asset Management, LLCPyramis Global Advisors

State Street Global AdvisorsAcadian Asset Management, LLC

MFS Investment ManagementBatterymarch Financial Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Jantz Morgan LLCCornell Capital Management LLC

Validea Capital Management, LLC.Thomas J. Herzfeld Advisors, Inc.

HighVista Strategies LLC16th Amendment Advisors LLC

Redwood Investments, LLCMontgomery Investment Management, Inc.

WisdomTree Asset ManagementBivium Capital Partners, LLC

YearNumber of

Alumni

1960-64 31965-69 31970-74 91975-79 71980-84 171985-89 231990-94 301995-99 342000-04 352005-09 302010-14 4 Firms Represented: 178

39%0%

Distribution of Alumni by Firm Location

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Michigan State UniversityEast Lansing, Michigan (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 80 50 9,972 65Bachelor's 62 39 7,931 63

Master's, excluding MBA 4 55 2,041 66Master of Business Admin (MBA) 15 48 80 47

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 67 83.8% 49Strategists & Economists 1 1.3% 67

Risk Management & Due Diligence 1 1.3% 32Investor Relations & Marketing 5 6.3% 43

Other/Unspecified 6 7.5% 57

Top Product GroupsNumber of

Alumni

US Equity 32US Fixed Income 14

Global Equity 6EAFE Equity 5

Emerging Markets Equity 4Global ex-US Equity 4EAFE Fixed Income 2

Hedge Fund 2Commodities 1US Balanced 1

Top Ten Firms by Total Number of Alumni

Munder Capital ManagementNorthPointe Capital, LLC

LS Investment Advisors, LLCArgonaut 2000 Partners, L.P.

Reinhart Partners, Inc.Clarkston Capital Partners LLC

DeRoy & DevereauxWellesley Investment Advisors, Inc.

AMBS Investment Counsel, LLCLoomis, Sayles & Company, L.P.

Top Ten Firms by Alumni Scaled for Firm Size

ICM Asset Management, Inc.EntrepreneurShares LLC

Frifeldt Investment CounselFruth Investment ManagementArgonaut 2000 Partners, L.P.Clarkston Capital Partners LLCAdvance Capital Management

ABARIS Asset Management LLC.AMBS Investment Counsel, LLCLanderNorth Asset Management

YearNumber of

Alumni

1960-64 01965-69 51970-74 41975-79 51980-84 111985-89 61990-94 91995-99 92000-04 52005-09 32010-14 1 Firms Represented: 63

32%0%

Distribution of Alumni by Firm Location

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New York UniversityNew York, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 810 5 11,885 17Bachelor's 155 14 5,009 30

Master's, excluding MBA 75 5 6,876 24Master of Business Admin (MBA) 533 4 393 1

Doctor of Philosophy (PhD) 13Juris Doctor (JD) 14

Doctor of Medicine (MD) 2Other/Unspecified 46

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 667 82.3% 5Strategists & Economists 22 2.7% 6

Risk Management & Due Diligence 8 1.0% 4Investor Relations & Marketing 21 2.6% 8

Other/Unspecified 92 11.4% 3

Top Product GroupsNumber of

Alumni

US Equity 244US Fixed Income 125

Global Equity 81Global ex-US Equity 45

EAFE Equity 34Hedge Fund 33

Emerging Markets Equity 31Global Fixed Income 28

US Balanced 23Emerging Markets Fixed Income 17

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCJPMorgan Chase & Co.

TIAA-CREF Asset ManagementLazard Asset Management LLC

ING Investment Management Co. LLCAllianceBernstein L.P.

OppenheimerFunds, Inc.Brown Brothers Harriman & Co.

BlackRockGoldman Sachs Asset Management, LP

Top Ten Firms by Alumni Scaled for Firm Size

ROANOKE ASSET MANAGEMENTRunde & Co. LLC

Three Bridges CapitalCallinan Asset Management LLC

Oristano Capital LLCDiorite Capital Management, LLC

Markston International, LLCJohnston Asset Management Corp

Hurley Capital, LLCF&V Capital Management, LLC

YearNumber of

Alumni

1960-64 41965-69 131970-74 151975-79 221980-84 241985-89 581990-94 661995-99 762000-04 692005-09 382010-14 9 Firms Represented: 403

52%0%

Distribution of Alumni by Firm Location

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Northeastern UniversityBoston, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 129 33 6,909 46Bachelor's 64 38 3,787 46

Master's, excluding MBA 18 24 3,122 37Master of Business Admin (MBA) 38 35 116 30

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 13

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 94 72.9% 36Strategists & Economists 7 5.4% 25

Risk Management & Due Diligence 0Investor Relations & Marketing 7 5.4% 34

Other/Unspecified 21 16.3% 25

Top Product GroupsNumber of

Alumni

US Equity 38US Fixed Income 17

Global Equity 15EAFE Equity 9

Global ex-US Equity 9Global Fixed Income 6

US Balanced 5Global Balanced 5

Emerging Markets Equity 5Hedge Fund 4

Top Ten Firms by Total Number of Alumni

Manulife Asset ManagementState Street Global Advisors

Wellington Management Company, LLPGrantham, Mayo, Van Otterloo & Co. LLC

MFS Investment ManagementAJO, LP

RBC Global Asset Management (U.S.) Inc.Standish Mellon Asset Management Company LLC

Pyramis Global AdvisorsFMR Corp.

Top Ten Firms by Alumni Scaled for Firm Size

Marble Harbor Investment CounselBluestone Capital ManagementCubic Asset Management, LLCCox Capital Management LLC

Cutler Capital Management LLCParadigm Asset Management Co. LLC

Eagle Boston Investment Management, Inc.Nichols Asset Management, LLCHillcrest Asset Management, LLC

Vermillion Asset Management

YearNumber of

Alumni

1960-64 01965-69 01970-74 21975-79 21980-84 61985-89 101990-94 221995-99 172000-04 92005-09 52010-14 3 Firms Represented: 90

53%0%

Distribution of Alumni by Firm Location

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Northwestern UniversityEvanston, Illinois (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 429 7 5,271 13Bachelor's 124 19 2,141 19

Master's, excluding MBA 58 8 3,130 11Master of Business Admin (MBA) 234 6 574 22

Doctor of Philosophy (PhD) 9Juris Doctor (JD) 10

Doctor of Medicine (MD) 0Other/Unspecified 22

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 333 77.6% 7Strategists & Economists 16 3.7% 11

Risk Management & Due Diligence 4 0.9% 9Investor Relations & Marketing 28 6.5% 5

Other/Unspecified 48 11.2% 7

Top Product GroupsNumber of

Alumni

US Equity 158US Fixed Income 63

Global Equity 47EAFE Equity 26

Global ex-US Equity 22US Balanced 19Hedge Fund 15

Emerging Markets Equity 12Global Fixed Income 10

Emerging Markets Fixed Income 9

Top Ten Firms by Total Number of Alumni

Northern TrustWilliam Blair & Company, LLC

PIMCOWellington Management Company, LLP

Segall Bryant & HamillAdvisory Research, Inc.

Columbia Management Investment Advisers, LLCSit Investment Associates, Inc.

Mesirow Financial Investment Mangement, Inc.Harris Associates L.P.

Top Ten Firms by Alumni Scaled for Firm Size

Horizon Investment Services, LLCArete Asset Managment, LLC

Ralloc Capital LLCGries Financial LLC

Strategic Global Advisors, LLCCastleArk Management, LLCAttucks Asset Management

Security Capital Research & ManagementSadoff Investment Management LLC

Forester Capital Management

YearNumber of

Alumni

1960-64 61965-69 91970-74 71975-79 111980-84 211985-89 371990-94 381995-99 562000-04 292005-09 192010-14 13 Firms Represented: 272

31%0%

Distribution of Alumni by Firm Location

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Ohio State University – ColumbusColumbus, Ohio (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 101 46 13,745 66Bachelor's 73 32 10,626 66

Master's, excluding MBA 10 35 3,119 55Master of Business Admin (MBA) 18 46 106 52

Doctor of Philosophy (PhD) 4Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 74 73.3% 46Strategists & Economists 3 3.0% 47

Risk Management & Due Diligence 3 3.0% 15Investor Relations & Marketing 2 2.0% 61

Other/Unspecified 19 18.8% 29

Top Product GroupsNumber of

Alumni

US Equity 47US Fixed Income 12

Global Equity 6Emerging Markets Equity 4

Hedge Fund 4US Balanced 4

Global Balanced 4Global ex-US Equity 2

EAFE Equity 2Global Fixed Income 1

Top Ten Firms by Total Number of Alumni

Diamond Hill Investment Group, Inc.Victory Capital Management Inc.

Federated Investors, Inc.Charles Schwab Investment Management, Inc.

ICON Advisers, Inc.Ancora Advisors LLC

Fort Washington Investment Advisors, Inc.Boyd Watterson Asset Management, LLCWellington Management Company, LLP

Salient Partners, L.P.

Top Ten Firms by Alumni Scaled for Firm Size

Compass Efficient Model Portfolios, LLC.Cambridge Financial Group, Inc.

Horizon Investments, LLCHughes Capital Managment, Inc.

Astor Investment Management LLCDiamond Hill Investment Group, Inc.

Tower Bridge AdvisorsGardner Lewis Asset Management

High Pointe Capital Management, LLCRGM Capital, LLC

YearNumber of

Alumni

1960-64 11965-69 21970-74 51975-79 41980-84 41985-89 121990-94 81995-99 102000-04 132005-09 102010-14 0 Firms Represented: 73

32%0%

Distribution of Alumni by Firm Location

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Pennsylvania State University – University ParkUniversity Park, Pennsylvania (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 162 28 11,409 55Bachelor's 118 21 10,099 53

Master's, excluding MBA 6 49 1,310 42Master of Business Admin (MBA) 21 45 78 36

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 14

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 113 69.8% 31Strategists & Economists 5 3.1% 35

Risk Management & Due Diligence 2 1.2% 20Investor Relations & Marketing 17 10.5% 12

Other/Unspecified 25 15.4% 23

Top Product GroupsNumber of

Alumni

US Equity 55US Fixed Income 30

Global ex-US Equity 13Global Equity 13EAFE Equity 11Hedge Fund 6US Balanced 4

Global Fixed Income 3Emerging Markets Equity 2

Emerging Markets Fixed Income 2

Top Ten Firms by Total Number of Alumni

Federated Investors, Inc.Emerald Advisers, Inc.

Chartwell Investment PartnersBrandywine Global Investment Management, LLC

Legg Mason Inc.Stratton Management CompanyEmerald Fixed Income Advisers

Grantham, Mayo, Van Otterloo & Co. LLCRobeco Investment Management, Inc.

Snow Capital Management, LP

Top Ten Firms by Alumni Scaled for Firm Size

Irving Magee Investment Management, LLCFrank Capital Partners LLC

Affinity Investment Advisors, LLCEmerald Advisers, Inc.

Stratton Management CompanyMetropolitan Capital Strategies, LLC

Renaissance Capital LLCHanoverian Capital LLC

Bluestone Capital ManagementConestoga Capital Advisors LLC

YearNumber of

Alumni

1960-64 11965-69 21970-74 51975-79 41980-84 91985-89 171990-94 171995-99 102000-04 92005-09 102010-14 1 Firms Represented: 125

37%0%

Distribution of Alumni by Firm Location

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Pepperdine UniversityMalibu, California (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 32 72 2,280 56Bachelor's 8 74 926 61

Master's, excluding MBA 1 70 1,354 72Master of Business Admin (MBA) 24 44 99 42

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 0

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 21 65.6% 72Strategists & Economists 1 3.1% 67

Risk Management & Due Diligence 0Investor Relations & Marketing 3 9.4% 55

Other/Unspecified 7 21.9% 52

Top Product GroupsNumber of

Alumni

US Equity 9US Fixed Income 8

US Balanced 3Hedge Fund 2

Global Equity 2Emerging Markets Equity 1

EAFE Equity 1Commodities 1

Top Ten Firms by Total Number of Alumni

Aristotle Credit Partners, LLCPIMCO

HighMark Capital ManagementBrandes Investment Partners, L.P.RNC Genter Capital Management

SchrodersSTW Fixed Income Management LLC

Sanborn Kilcollin Partners, LLCTHL Credit Senior Loan Strategies LLC

Tradewinds Global Investors, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Windward Capital Management Co.Stonebridge Capital Management, Inc.

Sanborn Kilcollin Partners, LLCYacktman Asset Management LP

MindShare Capital Management, LLCRBO & Co., LLC

King Investment Advisors, Inc.THL Credit Senior Loan Strategies LLCSTW Fixed Income Management LLC

Aristotle Credit Partners, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 11980-84 41985-89 01990-94 41995-99 62000-04 12005-09 02010-14 0 Firms Represented: 29

65%0%

Distribution of Alumni by Firm Location

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Princeton UniversityPrinceton, New Jersey (Private - Ivy League)

Distribution of Alumni by Firm Location

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 273 19 1,728 5Bachelor's 202 4 1,248 2

Master's, excluding MBA 29 18 480 2Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 30Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 17

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 225 82.4% 18Strategists & Economists 14 5.1% 15

Risk Management & Due Diligence 2 0.7% 20Investor Relations & Marketing 6 2.2% 38

Other/Unspecified 26 9.5% 21

Top Product GroupsNumber of

Alumni

US Equity 104Global Equity 33

US Fixed Income 27Global ex-US Equity 23

EAFE Equity 18Hedge Fund 17

Emerging Markets Equity 12Fund of Hedge Funds 8

Global Fixed Income 8Global Balanced 7

Top Ten Firms by Total Number of Alumni

INTECH Investment Management LLCBlackRock

Wellington Management Company, LLPLord, Abbett & Co. LLC

Federated Investors, Inc.TIAA-CREF Asset Management

Jennison Associates LLCInvestment Management of Virginia, LLC

First Eagle Investment ManagementGrantham, Mayo, Van Otterloo & Co. LLC

Top Ten Firms by Alumni Scaled for Firm Size

Minton Investment ManagementF&V Capital Management, LLC

Merritt Capital PartnersINTECH Investment Management LLCNight Owl Capital Management, LLC

Horizon Asset Management InstitutionalCrescent Capital Group LP

Portolan Capital ManagementRGM Capital, LLC

Investment Management of Virginia, LLC

YearNumber of

Alumni

1960-64 61965-69 41970-74 31975-79 181980-84 171985-89 191990-94 181995-99 342000-04 192005-09 112010-14 4 Firms Represented: 199

31%0%

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Purdue University – West LafayetteWest Lafayette, Indiana (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 56 63 8,224 71Bachelor's 39 58 6,603 69

Master's, excluding MBA 12 29 1,621 31Master of Business Admin (MBA) 4 60 115 66

Doctor of Philosophy (PhD) 6Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 42 75.0% 64Strategists & Economists 3 5.4% 47

Risk Management & Due Diligence 0Investor Relations & Marketing 5 8.9% 43

Other/Unspecified 6 10.7% 57

Top Product GroupsNumber of

Alumni

US Equity 19US Fixed Income 11

Global Equity 6EAFE Equity 5

Emerging Markets Equity 4Global ex-US Equity 4

US Balanced 3Emerging Markets Fixed Income 2

Global Fixed Income 2Global ex-US Fixed Income 1

Top Ten Firms by Total Number of Alumni

John Hancock Advisers, LLCGLOBALT, Inc.

Convex Capital ManagementUBS Global Asset ManagementArbor Capital Management, LLC

Calamos Advisors LLCWestern Asset Management Company

Kohlberg Kravis Roberts & Co. L.P.Sycamore Financial Group

HAGIN Capital, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Convex Capital ManagementCornerstone Investment Management

Sycamore Financial GroupWestpeak Global Advisors, LLCPeridiem Global Investors, LLCZebra Capital Management LLC

Mar Vista Investment Partners, LLCLaSalle Street Capital Management LLC

GLOBALT, Inc.HAGIN Capital, LLC

YearNumber of

Alumni

1960-64 21965-69 21970-74 21975-79 51980-84 21985-89 41990-94 51995-99 12000-04 22005-09 22010-14 0 Firms Represented: 52

19%0%

Distribution of Alumni by Firm Location

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Rensselaer Polytechnic InstituteTroy, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 50 67 1,603 36Bachelor's 27 67 1,244 40

Master's, excluding MBA 18 24 359 4Master of Business Admin (MBA) 4 60 28 54

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 42 84.0% 64Strategists & Economists 2 4.0% 55

Risk Management & Due Diligence 0Investor Relations & Marketing 2 4.0% 61

Other/Unspecified 4 8.0% 67

Top Product GroupsNumber of

Alumni

US Fixed Income 13US Equity 11

Global Equity 4Emerging Markets Equity 3

EAFE Equity 2Global Fixed Income 2

US Balanced 2Global ex-US Equity 2

Fund of Hedge Funds 1Emerging Markets Fixed Income 1

Top Ten Firms by Total Number of Alumni

State Street Global AdvisorsThe Boston Company Asset Management, LLC

DCG/UGOC Funds Management, LLCFederated Investors, Inc.

Westport Asset Management, Inc.James Capital Alliance, Inc.

GE Asset ManagementLord, Abbett & Co. LLC

ClearArc CapitalBrown Brothers Harriman & Co.

Top Ten Firms by Alumni Scaled for Firm Size

Westport Asset Management, Inc.D.B. Fitzpatrick & Co., Inc.

Peridiem Global Investors, LLCJames Capital Alliance, Inc.

DCG/UGOC Funds Management, LLCStoneWater Capital LLC

Newgate Capital Management LLCConning Inc

Braver Capital ManagementOPUS INVESTMENT MANAGEMENT, INC

YearNumber of

Alumni

1960-64 01965-69 11970-74 31975-79 01980-84 31985-89 41990-94 11995-99 42000-04 22005-09 12010-14 0 Firms Represented: 40

25%0%

Distribution of Alumni by Firm Location

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Rice UniversityHouston, Texas (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 64 60 1,425 24Bachelor's 40 55 832 22

Master's, excluding MBA 4 55 593 35Master of Business Admin (MBA) 16 47 112 53

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 55 85.9% 55Strategists & Economists 2 3.1% 55

Risk Management & Due Diligence 0Investor Relations & Marketing 0

Other/Unspecified 7 10.9% 52

Top Product GroupsNumber of

Alumni

US Equity 27US Fixed Income 8

EAFE Equity 6Global Equity 5US Balanced 4

Global ex-US Equity 4Hedge Fund 2

Fund of Hedge Funds 2Emerging Markets Equity 2

Global Balanced 2

Top Ten Firms by Total Number of Alumni

American Century InvestmentsEagle Global Advisors, LLC

Vaughan Nelson Investment Management, L.P.Salient Partners, L.P.

Frost Investment Advisors, LLCJanus Capital Management LLC

Kohlberg Kravis Roberts & Co. L.P.Broadview Advisors LLC

King Investment Advisors, Inc.Ativo Capital Management

Top Ten Firms by Alumni Scaled for Firm Size

Headlands Capital ManagementChampion Capital Research Inc.Goshawk Global Investments LLC

Vaughan Nelson Investment Management, L.P.First National Bank Investment Management

Ativo Capital ManagementEagle Global Advisors, LLCAegis Financial Corporation

Real Estate Management Services Group, LLCKing Investment Advisors, Inc.

YearNumber of

Alumni

1960-64 01965-69 31970-74 01975-79 01980-84 31985-89 31990-94 71995-99 52000-04 52005-09 42010-14 1 Firms Represented: 50

42%0%

Distribution of Alumni by Firm Location

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Rutgers, the State University of New JerseyPiscataway, New Jersey (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 172 27 8,786 44Bachelor's 106 25 6,830 48

Master's, excluding MBA 8 43 1,956 45Master of Business Admin (MBA) 49 31 117 20

Doctor of Philosophy (PhD) 6Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 16

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 128 74.4% 29Strategists & Economists 5 2.9% 35

Risk Management & Due Diligence 2 1.2% 20Investor Relations & Marketing 10 5.8% 21

Other/Unspecified 27 15.7% 18

Top Product GroupsNumber of

Alumni

US Equity 56US Fixed Income 30

Global Equity 17Global ex-US Equity 13

EAFE Equity 8Hedge Fund 7

Emerging Markets Equity 6Commodities 4

Global Fixed Income 3Europe Equity 2

Top Ten Firms by Total Number of Alumni

Lord, Abbett & Co. LLCSeix Investment Advisors LLC

Franklin Templeton InvestmentsPrudential Fixed Income

PENN Capital Management Company, Inc.Goldman Sachs Asset Management, LP

BlackRockNew York Life Investment Management LLCQuantitative Management Associates LLC

ING Investment Management

Top Ten Firms by Alumni Scaled for Firm Size

Pratt Capital LLCLasure Capital Management, Ltd.

Wilmington TrustLaidlaw Group, LLCIntegre Advisors

Caliber CompaniesValara Capital Management, LLC

Cheswold Lane Asset Management, LLCPier Capital, LLC

PENN Capital Management Company, Inc.

YearNumber of

Alumni

1960-64 01965-69 11970-74 31975-79 41980-84 101985-89 171990-94 181995-99 142000-04 62005-09 82010-14 0 Firms Represented: 116

38%0%

Distribution of Alumni by Firm Location

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Southern Methodist UniversityDallas, Texas (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 105 44 2,930 32Bachelor's 57 44 1,488 24

Master's, excluding MBA 4 55 1,442 61Master of Business Admin (MBA) 35 36 122 33

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 5

Doctor of Medicine (MD) 0Other/Unspecified 11

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 71 67.6% 48Strategists & Economists 4 3.8% 40

Risk Management & Due Diligence 1 1.0% 32Investor Relations & Marketing 13 12.4% 18

Other/Unspecified 16 15.2% 31

Top Product GroupsNumber of

Alumni

US Equity 42US Fixed Income 12

Global Equity 11EAFE Equity 8US Balanced 7Hedge Fund 7

Global ex-US Equity 4Emerging Markets Equity 3

Global Fixed Income 1Asia Pacific Equity 1

Top Ten Firms by Total Number of Alumni

InvescoBarrow, Hanley, Mewhinney & Strauss, LLC

Allianz Global InvestorsL&B Realty Advisors, LLP

OFI Global Asset ManagementFMR Corp.

Clarion PartnersHighland Capital Management, L.P.Quadrant Real Estate Advisors LLC

Luther King Capital Management Corporation

Top Ten Firms by Alumni Scaled for Firm Size

Brookmont Capital ManagementL&B Realty Advisors, LLP

Neosho Capital LLCRanger Investment Management, L.P.

Gardner Lewis Asset ManagementFederal Street Partners, LLC

Clarion PartnersKing Investment Advisors, Inc.

Insight Capital Research & Management, Inc.Howland and Associates, LLC

YearNumber of

Alumni

1960-64 21965-69 01970-74 31975-79 31980-84 61985-89 121990-94 111995-99 112000-04 112005-09 52010-14 1

39%0%

Firms Represented: 76

Distribution of Alumni by Firm Location

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Stanford UniversityStanford, California (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 470 6 3,924 8Bachelor's 164 11 1,690 8

Master's, excluding MBA 86 3 2,234 6Master of Business Admin (MBA) 182 8 405 17

Doctor of Philosophy (PhD) 35Juris Doctor (JD) 17

Doctor of Medicine (MD) 2Other/Unspecified 28

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 372 79.1% 6Strategists & Economists 27 5.7% 5

Risk Management & Due Diligence 3 0.6% 15Investor Relations & Marketing 14 3.0% 15

Other/Unspecified 54 11.5% 6

Top Product GroupsNumber of

Alumni

US Equity 150Global Equity 57

US Fixed Income 52Global ex-US Equity 31

EAFE Equity 29Hedge Fund 26US Balanced 23

Global Fixed Income 15Emerging Markets Equity 14

Global Balanced 10

Top Ten Firms by Total Number of Alumni

Dodge & CoxPIMCO

T. Rowe Price GroupKohlberg Kravis Roberts & Co. L.P.

Franklin Templeton InvestmentsHall Capital Partners LLC

Wells Capital Management IncorporatedWellington Management Company, LLP

AXA Rosenberg Investment Management LLCVanguard

Top Ten Firms by Alumni Scaled for Firm Size

Seafarer Capital Partners, LLCBelvedere Advisors, LLC

Tanaka Capital Management, Inc.Tealwood Asset Management

HighVista Strategies LLCLaffer Investments, Inc.

Chinook Capital Management, LLCSnyder Capital Management, L.P.

Rock & Water Capital PartnersProspector Partners Asset Management, LLC

YearNumber of

Alumni

1960-64 51965-69 121970-74 101975-79 211980-84 371985-89 231990-94 341995-99 282000-04 402005-09 272010-14 9 Firms Represented: 274

40%0%

Distribution of Alumni by Firm Location

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Syracuse UniversitySyracuse, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 73 54 4,929 54Bachelor's 53 46 3,074 44

Master's, excluding MBA 5 52 1,855 62Master of Business Admin (MBA) 7 58 38 48

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 7

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 52 71.2% 58Strategists & Economists 4 5.5% 40

Risk Management & Due Diligence 4 5.5% 9Investor Relations & Marketing 5 6.8% 43

Other/Unspecified 8 11.0% 49

Top Product GroupsNumber of

Alumni

US Fixed Income 13US Equity 13

Global Equity 8Global ex-US Equity 5

EAFE Equity 4Global Fixed Income 3

US Balanced 2Hedge Fund 2

Emerging Markets Fixed Income 2Commodities 1

Top Ten Firms by Total Number of Alumni

Thornburg Investment Management, Inc.Lazard Asset Management LLC

OppenheimerFunds, Inc.Manulife Asset Management

Van Eck Associates CorporationThe Boston Company Asset Management, LLC

Seix Investment Advisors LLCNeuberger Berman

CBRE Clarion Securities, LLCDB Advisors/ Deutsche Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

Netols Asset Management, Inc.Goodspeed Capital Advisors,LLC

CBRE Clarion Securities, LLCSteinberg Asset Management, LLC

Elessar Investment Management, LLCConstellation Capital Management LLC

HAGIN Capital, LLCBay Hills Capital Management, LLC

ProShare Advisors LLCJamison, Eaton & Wood Inc.

YearNumber of

Alumni

1960-64 11965-69 31970-74 01975-79 41980-84 21985-89 91990-94 141995-99 42000-04 62005-09 12010-14 0 Firms Represented: 62

37%0%

Distribution of Alumni by Firm Location

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Texas A&M University – College StationCollege Station, Texas (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 55 64 11,146 74Bachelor's 40 55 9,024 73

Master's, excluding MBA 10 35 2,122 41Master of Business Admin (MBA) 6 59 62 59

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 43 78.2% 61Strategists & Economists 0

Risk Management & Due Diligence 0Investor Relations & Marketing 7 12.7% 34

Other/Unspecified 5 9.1% 61

Top Product GroupsNumber of

Alumni

US Equity 26US Fixed Income 6

US Balanced 5Global Equity 3Hedge Fund 2

Global ex-US Equity 2EAFE Equity 2

Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

InvescoFrost Investment Advisors, LLCAmerican Beacon Advisors, Inc.

Smith Asset Management Group, LPDuff & Phelps Investment Management Co.

Brookfield Investment Management Inc.Federated Investors, Inc.

Copper Rock Capital Partners, LLC.BirdRock Asset ManagementMartin Capital Advisors, LLP

Top Ten Firms by Alumni Scaled for Firm Size

Texas Institutional Investment Management, LLCMartin Capital Advisors, LLP

Champion Capital Research Inc.BirdRock Asset Management

Stephens Investment Management GroupKing Investment Advisors, Inc.

Dreman Value Management, L.L.C.Century Management

Mercator Asset Management, L.P.Frost Investment Advisors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 11980-84 11985-89 41990-94 101995-99 72000-04 62005-09 02010-14 0 Firms Represented: 45

52%0%

Distribution of Alumni by Firm Location

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Tufts UniversityMedford, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 134 32 2,485 20Bachelor's 97 28 1,377 16

Master's, excluding MBA 16 26 1,108 18Master of Business Admin (MBA) 3 63 24 57

Doctor of Philosophy (PhD) 4Juris Doctor (JD) 0

Doctor of Medicine (MD) 2Other/Unspecified 16

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 108 80.6% 32Strategists & Economists 2 1.5% 55

Risk Management & Due Diligence 4 3.0% 9Investor Relations & Marketing 5 3.7% 43

Other/Unspecified 15 11.2% 34

Top Product GroupsNumber of

Alumni

US Equity 43US Fixed Income 18

Global Equity 16Global ex-US Equity 9

Hedge Fund 8Emerging Markets Equity 5

US Balanced 5EAFE Equity 5

Fund of Hedge Funds 3Global Fixed Income 2

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPState Street Global Advisors

MFS Investment ManagementPioneer Investments

The Boston Company Asset Management, LLCCharles River Realty Investors, LLC

Lord, Abbett & Co. LLCGrantham, Mayo, Van Otterloo & Co. LLC

OppenheimerFunds, Inc.PanAgora Asset Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Hurley Capital, LLCGlobal Thematic Partners, LLC

Constitution Research & ManagementCharles River Realty Investors, LLCCrescat Portfolio Management LLC

Constellation Capital Management LLCMonarch Partners Asset Management LLCGranahan Investment Management, Inc.

The Sares Regis GroupDeRoy & Devereaux

YearNumber of

Alumni

1960-64 11965-69 31970-74 21975-79 61980-84 111985-89 121990-94 121995-99 182000-04 142005-09 12010-14 2 Firms Represented: 108

41%0%

Distribution of Alumni by Firm Location

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Tulane UniversityNew Orleans, Louisiana (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 83 49 2,911 37Bachelor's 45 52 1,546 32

Master's, excluding MBA 10 35 1,365 33Master of Business Admin (MBA) 25 43 69 26

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 61 73.5% 50Strategists & Economists 4 4.8% 40

Risk Management & Due Diligence 1 1.2% 32Investor Relations & Marketing 5 6.0% 43

Other/Unspecified 12 14.5% 40

Top Product GroupsNumber of

Alumni

US Equity 33US Fixed Income 12

Global Equity 12Global ex-US Equity 6

EAFE Equity 5Global Fixed Income 3

Emerging Markets Fixed Income 3Fund of Hedge Funds 2

Hedge Fund 2Europe Equity 1

Top Ten Firms by Total Number of Alumni

Capital One Asset Management, LLCGrantham, Mayo, Van Otterloo & Co. LLC

Mesirow Financial Investment Mangement, Inc.First Eagle Investment Management

InvescoOrleans Capital Management Corporation

Barrow, Hanley, Mewhinney & Strauss, LLCNottingham Advisors Inc.

Palace Capital Management, LPRegions Institutional Investment Management

Top Ten Firms by Alumni Scaled for Firm Size

Palace Capital Management, LPMatterhorn Capital Management, LLC

Nottingham Advisors Inc.Credo Capital Management, LLCHillswick Asset Management, LLC

Chase Investment Counsel CorporationOrleans Capital Management Corporation

Dearborn Capital ManagementChristiana Trust

Capital One Asset Management, LLC

YearNumber of

Alumni

1960-64 11965-69 01970-74 21975-79 21980-84 51985-89 71990-94 61995-99 82000-04 42005-09 52010-14 1 Firms Represented: 74

24%0%

Distribution of Alumni by Firm Location

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University of California – BerkeleyBerkeley, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 373 9 9,435 29Bachelor's 184 8 7,315 37

Master's, excluding MBA 41 12 2,120 10Master of Business Admin (MBA) 111 12 249 18

Doctor of Philosophy (PhD) 26Juris Doctor (JD) 5

Doctor of Medicine (MD) 0Other/Unspecified 37

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 286 76.7% 12Strategists & Economists 19 5.1% 8

Risk Management & Due Diligence 1 0.3% 32Investor Relations & Marketing 23 6.2% 7

Other/Unspecified 44 11.8% 8

Top Product GroupsNumber of

Alumni

US Equity 122US Fixed Income 58

Global Equity 44Global ex-US Equity 27

EAFE Equity 22Hedge Fund 18

Emerging Markets Equity 15US Balanced 11

Global Fixed Income 11Asia Pacific Equity 7

Top Ten Firms by Total Number of Alumni

PIMCOAXA Rosenberg Investment Management LLC

BlackRockMellon Capital Management CorporationGrantham, Mayo, Van Otterloo & Co. LLC

Symphony Asset Management LLCHighMark Capital ManagementAmerican Century Investments

Wells Capital Management IncorporatedFranklin Templeton Investments

Top Ten Firms by Alumni Scaled for Firm Size

Leading Edge Investment Advisors, LLCPrudential Real Estate Fixed Income Investors

Voltan Capital Management, LLCFirsthand Capital Management, Inc.

Quotient Investors, LLCPiscataqua Capital Management, LLC

The Headlands Group, Inc.Symphony Asset Management LLC

HIP Investor Inc.Gifford Fong Associates

YearNumber of

Alumni

1960-64 21965-69 61970-74 61975-79 61980-84 251985-89 231990-94 351995-99 342000-04 222005-09 132010-14 13 Firms Represented: 209

60%0%

Distribution of Alumni by Firm Location

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University of California – DavisDavis, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 55 64 7,566 68Bachelor's 41 54 6,581 68

Master's, excluding MBA 4 55 985 46Master of Business Admin (MBA) 2 67 49 64

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 43 78.2% 61Strategists & Economists 1 1.8% 67

Risk Management & Due Diligence 1 1.8% 32Investor Relations & Marketing 3 5.5% 55

Other/Unspecified 7 12.7% 52

Top Product GroupsNumber of

Alumni

US Equity 18US Fixed Income 10

Global Equity 6Global ex-US Equity 5

EAFE Equity 4Global Fixed Income 4

US Balanced 2Europe Equity 2

Hedge Fund 2Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

Franklin Templeton InvestmentsWells Capital Management IncorporatedWellington Management Company, LLPMellon Capital Management Corporation

AXA Rosenberg Investment Management LLCCharles Schwab Investment Management, Inc.

Dodge & CoxBrandes Investment Partners, L.P.Quadrant Real Estate Advisors LLC

Fundsmith LLP

Top Ten Firms by Alumni Scaled for Firm Size

Kopernik Global Investors, LLCPrudential Real Estate Fixed Income Investors

Magee Thomson Investment Partners, LLCThe Stanley-Laman Group, Ltd

Hayden Properties, LLCCallan Associates Inc.

Progress Investment Management CompanySKBA Capital Management, LLC

PHOCAS FINANCIAL CORPORATIONAlgert Coldiron Investors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 11975-79 21980-84 51985-89 41990-94 41995-99 42000-04 22005-09 22010-14 1 Firms Represented: 46

66%0%

Distribution of Alumni by Firm Location

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University of California – IrvineIrvine, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 68 59 7,169 63Bachelor's 23 68 6,069 74

Master's, excluding MBA 2 66 1,100 68Master of Business Admin (MBA) 34 38 97 29

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 9

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 41 60.3% 67Strategists & Economists 2 2.9% 55

Risk Management & Due Diligence 2 2.9% 20Investor Relations & Marketing 14 20.6% 15

Other/Unspecified 9 13.2% 48

Top Product GroupsNumber of

Alumni

US Equity 21EAFE Equity 10

Global Equity 10US Fixed Income 7

Emerging Markets Equity 6Hedge Fund 4

Global ex-US Equity 4Global Fixed Income 2

Global Balanced 1Asia Pacific Fixed Income 1

Top Ten Firms by Total Number of Alumni

PIMCOWells Capital Management IncorporatedWestern Asset Management Company

John Hancock Advisers, LLCBlackRock

Knightsbridge Asset Management, LLCAnalytic Investors, LLC

Beach Point Capital Management LPProgress Investment Management Company

Batterymarch Financial Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

EQM Capital LLCY H & C Investments

Vista Research and Management, LLCAffinity Investment Advisors, LLC

Knightsbridge Asset Management, LLCProgress Investment Management Company

Hollencrest Capital ManagementBay Hills Capital Management, LLC

Analytic Investors, LLCQS Investors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 21980-84 31985-89 41990-94 61995-99 32000-04 32005-09 52010-14 0 Firms Represented: 49

72%0%

Distribution of Alumni by Firm Location

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University of California – Los AngelesLos Angeles, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 412 8 10,251 28Bachelor's 155 14 7,342 41

Master's, excluding MBA 34 14 2,909 21Master of Business Admin (MBA) 208 7 362 13

Doctor of Philosophy (PhD) 17Juris Doctor (JD) 13

Doctor of Medicine (MD) 0Other/Unspecified 23

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 325 78.9% 8Strategists & Economists 21 5.1% 7

Risk Management & Due Diligence 6 1.5% 6Investor Relations & Marketing 24 5.8% 6

Other/Unspecified 36 8.7% 10

Top Product GroupsNumber of

Alumni

US Equity 148US Fixed Income 81

EAFE Equity 39Global Equity 30

Global ex-US Equity 27Hedge Fund 24US Balanced 22

Emerging Markets Equity 22Global Fixed Income 19

Emerging Markets Fixed Income 10

Top Ten Firms by Total Number of Alumni

PIMCODimensional Fund Advisors

TCW GroupJohn Hancock Advisers, LLC

Research Affiliates, LLCPacific Income Advisers, Inc.

Western Asset Management CompanySSI Investment Management Inc.Franklin Templeton Investments

Wells Capital Management Incorporated

Top Ten Firms by Alumni Scaled for Firm Size

Galton Asset Management, LLCPath Financial LLC

Camden Asset Management, L.P.Cove Street Capital, LLC

Affinity Investment Advisors, LLCdel Rey Global Investors, LLC

Focused Investors LLCHeadlands Capital ManagementPeridiem Global Investors, LLC

Palisades Investment Partners, LLC

YearNumber of

Alumni

1960-64 31965-69 61970-74 31975-79 121980-84 141985-89 251990-94 391995-99 312000-04 342005-09 232010-14 2 Firms Represented: 208

64%0%

Distribution of Alumni by Firm Location

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University of California – San DiegoLa Jolla, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 77 51 7,442 61Bachelor's 61 42 6,336 58

Master's, excluding MBA 9 38 1,106 29Master of Business Admin (MBA) 2 67 49 64

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 56 72.7% 54Strategists & Economists 6 7.8% 27

Risk Management & Due Diligence 2 2.6% 20Investor Relations & Marketing 2 2.6% 61

Other/Unspecified 11 14.3% 42

Top Product GroupsNumber of

Alumni

US Equity 26US Fixed Income 12

Emerging Markets Equity 9Global ex-US Equity 9

EAFE Equity 8Global Equity 7

Emerging Markets Fixed Income 3Hedge Fund 3US Balanced 3

Global Balanced 1

Top Ten Firms by Total Number of Alumni

Allianz Global InvestorsPIMCO

BlackRockBrandes Investment Partners, L.P.

Batterymarch Financial Management, Inc.ClariVest Asset Management LLC

Denali Advisors, LLCAltegris Advisors, L.L.C.

Adelante Capital Management LLCStrategic Global Advisors, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Denali Advisors, LLCCove Street Capital, LLC

Neosho Capital LLCAltegris Advisors, L.L.C.

ClariVest Asset Management LLCPacific Global Investment Management Company

Knightsbridge Asset Management, LLCAdelante Capital Management LLCFrontier Market Asset Management

Atlas Capital Advisors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 21980-84 31985-89 81990-94 141995-99 82000-04 72005-09 22010-14 1 Firms Represented: 60

68%0%

Distribution of Alumni by Firm Location

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University of California – Santa BarbaraSanta Barbara, California (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 75 52 5,957 58Bachelor's 61 42 5,333 54

Master's, excluding MBA 8 43 624 19Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 50 66.7% 59Strategists & Economists 2 2.7% 55

Risk Management & Due Diligence 1 1.3% 32Investor Relations & Marketing 8 10.7% 26

Other/Unspecified 14 18.7% 37

Top Product GroupsNumber of

Alumni

US Equity 27US Fixed Income 10

Global Equity 8EAFE Equity 5

Emerging Markets Equity 4Global ex-US Equity 3

Hedge Fund 3Global Fixed Income 3

Asia Pacific Equity 2US Balanced 2

Top Ten Firms by Total Number of Alumni

PIMCOPareto Forvaltning AS

Churchill Management GroupPacific Income Advisers, Inc.

HighMark Capital ManagementBlackRock

Morrison Street Capital, LLC (NBS Real Estate Capital)Insight Capital Research & Management, Inc.

Trillium Asset Management LLCFisher Investments

Top Ten Firms by Alumni Scaled for Firm Size

Harmonic Investment Advisors, IncMagee Thomson Investment Partners, LLC

Husic Capital ManagementFalcon Point Capital LLCQuotient Investors, LLC

Churchill Management GroupInsight Capital Research & Management, Inc.

OakBrook Investments, LLCFisher Investments

Pareto Forvaltning AS

YearNumber of

Alumni

1960-64 01965-69 21970-74 21975-79 11980-84 91985-89 101990-94 51995-99 92000-04 72005-09 02010-14 0 Firms Represented: 67

66%0%

Distribution of Alumni by Firm Location

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University of ChicagoChicago, Illinois (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 877 4 3,948 1Bachelor's 80 31 1,242 17

Master's, excluding MBA 45 11 2,706 13Master of Business Admin (MBA) 720 1 588 3

Doctor of Philosophy (PhD) 32Juris Doctor (JD) 4

Doctor of Medicine (MD) 1Other/Unspecified 30

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 727 82.9% 3Strategists & Economists 46 5.2% 2

Risk Management & Due Diligence 15 1.7% 1Investor Relations & Marketing 31 3.5% 3

Other/Unspecified 58 6.6% 5

Top Product GroupsNumber of

Alumni

US Equity 317US Fixed Income 133

Global Equity 114EAFE Equity 78

Global ex-US Equity 71Hedge Fund 40

Global Fixed Income 38Emerging Markets Equity 32

US Balanced 27Emerging Markets Fixed Income 21

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPPIMCO

Goldman Sachs Asset Management, LPNorthern Trust

Lord, Abbett & Co. LLCColumbia Wanger Asset Management, LP

Eaton Vance ManagementWells Capital Management Incorporated

FMR Corp.BlackRock

Top Ten Firms by Alumni Scaled for Firm Size

Empiritrage, LLCGood Harbor Financial, LLC

Horizon Investment Services, LLCMorgan Stanley GIS Applied Equity Advisors

Sanborn Kilcollin Partners, LLCCornell Capital Management LLC

Sila Value Advisors, LLCUniplan Investment Counsel

Saddle Peak Asset Management, LLCSecurity Capital Research & Management

YearNumber of

Alumni

1960-64 11965-69 61970-74 101975-79 161980-84 381985-89 571990-94 691995-99 832000-04 1022005-09 652010-14 22 Firms Represented: 407

24%0%

Distribution of Alumni by Firm Location

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University of ConnecticutStorrs, Connecticut (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 113 38 6,563 49Bachelor's 66 36 4,973 51

Master's, excluding MBA 5 52 1,590 56Master of Business Admin (MBA) 45 33 35 2

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 4

Doctor of Medicine (MD) 0Other/Unspecified 11

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 85 75.2% 42Strategists & Economists 2 1.8% 55

Risk Management & Due Diligence 5 4.4% 8Investor Relations & Marketing 6 5.3% 38

Other/Unspecified 15 13.3% 34

Top Product GroupsNumber of

Alumni

US Fixed Income 30US Equity 25

Global Fixed Income 7Global Balanced 3

Japan Equity 2US Balanced 2

Emerging Markets Equity 2EAFE Equity 1

Global Equity 1Global ex-US Equity 1

Top Ten Firms by Total Number of Alumni

Newfleet Asset Management LLCGE Asset Management

Hartford Investment Management CompanyColumbus Circle Investors

Breckinridge Capital Advisors, Inc.State Street Global Advisors

ABS Investment Management LLCLazard Asset Management LLC

FMR Corp.Frontier Capital Management Company, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Validea Capital Management, LLC.Capital Prospects LLC

First Citizens BankBoston Harbor Investment Management

BRC Investment Management LLCZebra Capital Management LLC

Stonebridge Capital Management, Inc.Conning Inc

Guggenheim Real Estate LLCHillswick Asset Management, LLC

YearNumber of

Alumni

1960-64 11965-69 11970-74 31975-79 61980-84 71985-89 91990-94 101995-99 102000-04 62005-09 52010-14 0 Firms Represented: 90

28%0%

Distribution of Alumni by Firm Location

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University of FloridaGainesville, Florida (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 86 48 12,182 69Bachelor's 62 39 8,286 64

Master's, excluding MBA 11 32 3,896 60Master of Business Admin (MBA) 12 52 56 45

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 2

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 72 83.7% 47Strategists & Economists 2 2.3% 55

Risk Management & Due Diligence 1 1.2% 32Investor Relations & Marketing 6 7.0% 38

Other/Unspecified 5 5.8% 61

Top Product GroupsNumber of

Alumni

US Equity 37US Fixed Income 10

Global Equity 8EAFE Equity 7

Emerging Markets Equity 6Global ex-US Equity 5

US Balanced 5Hedge Fund 4

Global Fixed Income 2EAFE Fixed Income 1

Top Ten Firms by Total Number of Alumni

Community Capital Management, Inc.Eagle Asset Management, Inc.

OppenheimerFunds, Inc.Trilogy Global Advisors LP

Mercator Asset Management, L.P.River Road Asset Management, LLC

Lord, Abbett & Co. LLCTimucuan Asset Management, Inc.

Crestline Investors, Inc.Asset Preservation Advisors, Inc

Top Ten Firms by Alumni Scaled for Firm Size

INCA Investments, LLCWood Asset Management

Timucuan Asset Management, Inc.Beacon Street Capital, LLC

Community Capital Management, Inc.Mercator Asset Management, L.P.

High Pointe Capital Management, LLCWhitebox Advisors LLC

Matarin Capital ManagementBanyan Partners LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 21975-79 21980-84 71985-89 111990-94 71995-99 112000-04 92005-09 32010-14 0 Firms Represented: 73

24%0%

Distribution of Alumni by Firm Location

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University of GeorgiaAthens, Georgia (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 55 64 8,035 70Bachelor's 35 62 6,360 71

Master's, excluding MBA 6 49 1,675 51Master of Business Admin (MBA) 8 57 47 51

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 3

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 40 72.7% 68Strategists & Economists 6 10.9% 27

Risk Management & Due Diligence 3 5.5% 15Investor Relations & Marketing 2 3.6% 61

Other/Unspecified 4 7.3% 67

Top Product GroupsNumber of

Alumni

US Equity 14US Fixed Income 10

US Balanced 3EAFE Equity 2

Global Equity 2North American Equity 1

Hedge Fund 1Global Fixed Income 1

Global Balanced 1Fund of Hedge Funds 1

Top Ten Firms by Total Number of Alumni

Quadrant Real Estate Advisors LLCING Investment ManagementLee Munder Capital Group, LLC

Montag & Caldwell, LLCRock & Water Capital Partners

Timbervest, LLCPrivate Advisors, LLC

Shapiro Capital Management LLCWindham Capital Management, LLC

Mutual of America Capital Management Corporation

Top Ten Firms by Alumni Scaled for Firm Size

Shapiro Capital Management LLCRock & Water Capital Partners

Timbervest, LLCWindham Capital Management, LLC

Integrity Fixed Income Management, LLCMcClain Value Management, LLC

JKMilne Asset ManagementEads & Heald Investment Counsel

Real Estate Management Services Group, LLCACR Alpine Capital Research

YearNumber of

Alumni

1960-64 11965-69 11970-74 11975-79 31980-84 51985-89 11990-94 41995-99 42000-04 32005-09 22010-14 1 Firms Represented: 41

42%0%

Distribution of Alumni by Firm Location

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University of Illinois – Urbana-ChampaignChampaign, Illinois (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 59 62 10,716 73Bachelor's 36 60 7,533 72

Master's, excluding MBA 12 29 3,183 48Master of Business Admin (MBA) 3 63 98 67

Doctor of Philosophy (PhD) 6Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 7

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 47 79.7% 60Strategists & Economists 3 5.1% 47

Risk Management & Due Diligence 0Investor Relations & Marketing 4 6.8% 51

Other/Unspecified 5 8.5% 61

Top Product GroupsNumber of

Alumni

US Equity 23US Fixed Income 9

EAFE Equity 7Global Equity 5

Emerging Markets Equity 4Global ex-US Equity 4

Emerging Markets Fixed Income 2EAFE Fixed Income 1Asia Pacific Equity 1

Canadian Equity 1

Top Ten Firms by Total Number of Alumni

Geneva AdvisorsNorthern Trust

Cozad Asset Management, Inc.PIMCO

Wells Fargo Funds Management, LLCMesirow Financial Investment Mangement, Inc.

Wells Capital Management IncorporatedCedar Hill Associates, LLC

Columbia Wanger Asset Management, LPDeutsche Asset & Wealth Management

Top Ten Firms by Alumni Scaled for Firm Size

Piermont Capital Management LLCCozad Asset Management, Inc.

Geneva AdvisorsCedar Hill Associates, LLC

Cutler Investment Counsel, LLCKabouter Management LLC

Holland Capital Management LLCDavidson Investment AdvisorsWCM Investment Management

O'Shaughnessy Asset Management, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 01980-84 11985-89 51990-94 81995-99 82000-04 72005-09 22010-14 0 Firms Represented: 42

44%0%

Distribution of Alumni by Firm Location

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University of IowaIowa City, Iowa (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 129 33 5,689 43Bachelor's 72 33 4,237 45

Master's, excluding MBA 13 28 1,452 26Master of Business Admin (MBA) 55 26 55 4

Doctor of Philosophy (PhD) 4Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 108 83.7% 32Strategists & Economists 2 1.6% 55

Risk Management & Due Diligence 2 1.6% 20Investor Relations & Marketing 3 2.3% 55

Other/Unspecified 14 10.9% 37

Top Product GroupsNumber of

Alumni

US Fixed Income 41US Equity 32

Emerging Markets Fixed Income 12Global Equity 11

Global Fixed Income 10Global ex-US Equity 6

Emerging Markets Equity 5EAFE Equity 5US Balanced 5Hedge Fund 3

Top Ten Firms by Total Number of Alumni

Aegon USA Investment Management, LLCAviva Investors North America, Inc.

Principal Global EquitiesPrincipal Global Fixed Income

McDonnell Investment Management, LLCTrilogy Global Advisors LP

PIMCOMiles Capital Inc.

Waddell & Reed Investment Management CompanyPrincipal Real Estate Investors

Top Ten Firms by Alumni Scaled for Firm Size

Jantz Morgan LLCAegon USA Investment Management, LLC

New Century Capital Management LLCDean Capital Management, LLCShelton Capital Management

Miles Capital Inc.Principal Global Fixed Income

Midway Capital Research & Management, LLCMcDonnell Investment Management, LLC

Principal Real Estate Investors

YearNumber of

Alumni

1960-64 11965-69 11970-74 11975-79 41980-84 41985-89 61990-94 191995-99 152000-04 132005-09 72010-14 3 Firms Represented: 74

36%0%

Distribution of Alumni by Firm Location

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University of Maryland – College ParkCollege Park, Maryland (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 117 37 9,483 59Bachelor's 70 34 7,043 55

Master's, excluding MBA 7 46 2,440 58Master of Business Admin (MBA) 33 40 110 31

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 2

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 89 76.1% 39Strategists & Economists 6 5.1% 27

Risk Management & Due Diligence 0Investor Relations & Marketing 5 4.3% 43

Other/Unspecified 17 14.5% 30

Top Product GroupsNumber of

Alumni

US Equity 30US Fixed Income 17

Global Equity 6Global Fixed Income 3

Emerging Markets Equity 3EAFE Equity 3

Global ex-US Equity 3Emerging Markets Fixed Income 3

Hedge Fund 2Global Balanced 2

Top Ten Firms by Total Number of Alumni

The Ithaka Group, LLCWilmington Trust Investment Advisors, Inc.Investment Counselors of Maryland, LLCLepercq Lynx Investment Advisory, LLC

Deutsche Asset Management, DWS InvestmentsWellington Management Company, LLP

T. Rowe Price GroupBrown Advisory, LLC

Integrity Asset Management, LLCUllico Investment Advisors, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Creekside PartnersThe Ithaka Group, LLC

The Headlands Group, Inc.Ullico Investment Advisors, Inc.

New Sheridan Advisors LLCBroad Run Investment Management, LLC

Metropolitan Capital Strategies, LLCCubic Asset Management, LLC

Lepercq Lynx Investment Advisory, LLCProShare Advisors LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 21975-79 41980-84 81985-89 71990-94 131995-99 122000-04 102005-09 42010-14 4 Firms Represented: 93

25%0%

Distribution of Alumni by Firm Location

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University of MiamiCoral Gables, Florida (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 50 67 3,373 53Bachelor's 21 69 2,402 59

Master's, excluding MBA 4 55 971 44Master of Business Admin (MBA) 15 48 83 49

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 5

Doctor of Medicine (MD) 0Other/Unspecified 7

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 38 76.0% 69Strategists & Economists 2 4.0% 55

Risk Management & Due Diligence 0Investor Relations & Marketing 6 12.0% 38

Other/Unspecified 4 8.0% 67

Top Product GroupsNumber of

Alumni

US Equity 17US Fixed Income 7

Global Equity 7Hedge Fund 4

Emerging Markets Equity 3US Balanced 3

Global ex-US Equity 3EAFE Equity 3

Japan Equity 1Frontier Markets Equity 1

Top Ten Firms by Total Number of Alumni

Taplin, Canida & Habacht, LLCVirtus Investment PartnersGuggenheim InvestmentsTrilogy Global Advisors LP

1832 Asset Management L.P.D.B. Fitzpatrick & Co., Inc.

Thomas J. Herzfeld Advisors, Inc.Everest Capital LLC

TIAA-CREF Asset ManagementJanus Capital Management LLC

Top Ten Firms by Alumni Scaled for Firm Size

Medallion Wealth Management, Inc.Blueprint Capital ManagementSG Capital Management, LLC

Cardinal Capital Management, Inc.D.B. Fitzpatrick & Co., Inc.

Thomas J. Herzfeld Advisors, Inc.Rosenblum-Silverman-Sutton

Taplin, Canida & Habacht, LLCMittleman Investment Management, LLC

Community Capital Management, Inc.

YearNumber of

Alumni

1960-64 01965-69 11970-74 21975-79 11980-84 31985-89 31990-94 31995-99 82000-04 22005-09 02010-14 4 Firms Represented: 46

21%0%

Distribution of Alumni by Firm Location

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University of Michigan – Ann ArborAnn Arbor, Michigan (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 332 13 10,269 35Bachelor's 170 9 6,351 35

Master's, excluding MBA 33 15 3,918 27Master of Business Admin (MBA) 124 10 471 38

Doctor of Philosophy (PhD) 7Juris Doctor (JD) 8

Doctor of Medicine (MD) 1Other/Unspecified 12

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 279 84.0% 13Strategists & Economists 7 2.1% 25

Risk Management & Due Diligence 1 0.3% 32Investor Relations & Marketing 9 2.7% 23

Other/Unspecified 36 10.8% 10

Top Product GroupsNumber of

Alumni

US Equity 112US Fixed Income 53

Global Equity 25Global ex-US Equity 18

Emerging Markets Equity 13EAFE Equity 12US Balanced 10

Global Balanced 7Hedge Fund 6

Asia Pacific Equity 5

Top Ten Firms by Total Number of Alumni

Munder Capital ManagementWells Capital Management Incorporated

Wells Fargo Funds Management, LLCGuggenheim InvestmentsLord, Abbett & Co. LLCNorthPointe Capital, LLC

TIAA-CREF Asset ManagementDB Advisors/ Deutsche Asset Management

Estabrook Capital Management LLCWaddell & Reed Investment Management Company

Top Ten Firms by Alumni Scaled for Firm Size

New Century Investment ManagementClarkston Capital Partners LLC

Texas Institutional Investment Management, LLCWilmington Trust

Steinberg Asset Management, LLCGood Harbor Financial, LLCGimbal Capital Management

Valara Capital Management, LLCAmbassador Capital ManagementChampion Capital Research Inc.

YearNumber of

Alumni

1960-64 11965-69 51970-74 81975-79 101980-84 241985-89 291990-94 421995-99 392000-04 312005-09 162010-14 4 Firms Represented: 233

25%0%

Distribution of Alumni by Firm Location

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University of Minnesota – Twin CitiesMinneapolis, Minnesota (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 198 24 10,850 47Bachelor's 101 27 7,449 50

Master's, excluding MBA 7 46 3,401 65Master of Business Admin (MBA) 95 19 111 7

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 2

Doctor of Medicine (MD) 0Other/Unspecified 18

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 164 82.8% 24Strategists & Economists 3 1.5% 47

Risk Management & Due Diligence 1 0.5% 32Investor Relations & Marketing 4 2.0% 51

Other/Unspecified 26 13.1% 21

Top Product GroupsNumber of

Alumni

US Equity 74US Fixed Income 63

Global Equity 19US Balanced 14EAFE Equity 7Hedge Fund 6

Global Fixed Income 4Global ex-US Equity 3

Commodities 2Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

Sit Investment Associates, Inc.Galliard Capital Management, Inc.

Columbia Management Investment Advisers, LLCAdvantus Capital Management, Inc.

Nuveen Asset ManagementWells Fargo Funds Management, LLC

Wells Capital Management IncorporatedRBC Global Asset Management (U.S.) Inc.

The Clifton GroupCornerstone Capital Management LLC

Top Ten Firms by Alumni Scaled for Firm Size

Riverbridge Partners, LLCCornerstone Capital Management LLC

Summit Creek Advisors, LLCBlue Rock Advisors, Inc.

Knelman Asset Management Group, LLCKopp Investment Advisors, LLCPeregrine Capital ManagementSit Investment Associates, Inc.

Galliard Capital Management, Inc.White Pine Capital, LLC

YearNumber of

Alumni

1960-64 01965-69 41970-74 51975-79 51980-84 111985-89 161990-94 191995-99 182000-04 122005-09 192010-14 1 Firms Represented: 82

54%0%

Distribution of Alumni by Firm Location

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University of North Carolina – Chapel HillChapel Hill, North Carolina (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 108 43 6,425 51Bachelor's 30 65 4,441 67

Master's, excluding MBA 9 38 1,984 43Master of Business Admin (MBA) 64 22 287 44

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 2

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 85 78.7% 42Strategists & Economists 6 5.6% 27

Risk Management & Due Diligence 1 0.9% 32Investor Relations & Marketing 5 4.6% 43

Other/Unspecified 11 10.2% 42

Top Product GroupsNumber of

Alumni

US Equity 39US Fixed Income 14

Global ex-US Equity 5Emerging Markets Equity 4

US Balanced 4EAFE Equity 3

Global Equity 3Frontier Markets Equity 1

Africa Equity 1Hedge Fund 1

Top Ten Firms by Total Number of Alumni

Eagle Asset Management, Inc.T. Rowe Price Group

EARNEST Partners, LLCInvesco

VanguardJohn Hancock Advisers, LLC

Wellington Management Company, LLPHighland Capital Management, L.P.

Chartwell Investment PartnersThornburg Investment Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Willingdon Wealth ManagementSummit Street Capital Management

Loudon Investment Management, LLCQuantum Advisors Private Limited

St. James Investment Company, L.L.C.Hamilton Point Investment Advisors

Holderness InvestmentsWestEnd Advisors, LLC

Timucuan Asset Management, Inc.First Avenue Investment Management

YearNumber of

Alumni

1960-64 11965-69 11970-74 21975-79 31980-84 111985-89 41990-94 141995-99 52000-04 172005-09 22010-14 4 Firms Represented: 90

21%0%

Distribution of Alumni by Firm Location

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University of Notre DameNotre Dame, Indiana (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 234 22 2,949 14Bachelor's 155 14 2,058 14

Master's, excluding MBA 3 62 891 53Master of Business Admin (MBA) 57 24 157 27

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 4

Doctor of Medicine (MD) 0Other/Unspecified 19

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 188 80.3% 22Strategists & Economists 9 3.8% 19

Risk Management & Due Diligence 2 0.9% 20Investor Relations & Marketing 14 6.0% 15

Other/Unspecified 21 9.0% 25

Top Product GroupsNumber of

Alumni

US Equity 91US Fixed Income 41

Global Equity 17EAFE Equity 14US Balanced 9Hedge Fund 6

Global ex-US Equity 6Global Fixed Income 4

Fund of Hedge Funds 3Emerging Markets Equity 3

Top Ten Firms by Total Number of Alumni

Manulife Asset ManagementDiamond Hill Investment Group, Inc.

BlackRockBMO Asset Management U.S.

Aviva Investors North America, Inc.Kennedy Capital Management, Inc.

InvescoCastleArk Management, LLC

Wells Capital Management IncorporatedNeuberger Berman

Top Ten Firms by Alumni Scaled for Firm Size

Morgan Creek Capital Management, LLCArtha Capital Management

Tillar-Wenstrup Advisors, LLCDearborn Capital Management

Goshawk Global Investments LLCCheswold Lane Asset Management, LLC

ENDEX Capital Management, LLCThe London Company of Virginia

Lesa Sroufe & Co., Inc.CastleArk Management, LLC

YearNumber of

Alumni

1960-64 11965-69 71970-74 31975-79 81980-84 191985-89 191990-94 321995-99 172000-04 212005-09 172010-14 5 Firms Represented: 178

19%0%

Distribution of Alumni by Firm Location

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University of PennsylvaniaPhiladelphia, Pennsylvania (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 1,101 1 6,119 2Bachelor's 451 1 2,636 1

Master's, excluding MBA 39 13 3,483 23Master of Business Admin (MBA) 553 3 839 10

Doctor of Philosophy (PhD) 21Juris Doctor (JD) 6

Doctor of Medicine (MD) 0Other/Unspecified 95

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 907 82.4% 1Strategists & Economists 40 3.6% 4

Risk Management & Due Diligence 6 0.5% 6Investor Relations & Marketing 47 4.3% 1

Other/Unspecified 101 9.2% 2

Top Product GroupsNumber of

Alumni

US Equity 328US Fixed Income 151

Global Equity 122Global ex-US Equity 83

EAFE Equity 62Emerging Markets Equity 54

Hedge Fund 45Global Fixed Income 32

US Balanced 28Global Balanced 26

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPPIMCO

BlackRockLord, Abbett & Co. LLC

Morgan Stanley Investment ManagementMFS Investment Management

Goldman Sachs Asset Management, LPT. Rowe Price Group

OppenheimerFunds, Inc.JPMorgan Chase & Co.

Top Ten Firms by Alumni Scaled for Firm Size

Lasure Capital Management, Ltd.Jacobs Levy Equity Management

Renaissance Capital LLCCheswold Lane Asset Management, LLC

Texas First Investment Management CompanyOffshore Investment AdvisorSeaview Global Advisors, LLC

Empiritrage, LLCCross Ledge InvestmentsCove Street Capital, LLC

YearNumber of

Alumni

1960-64 21965-69 201970-74 181975-79 461980-84 641985-89 801990-94 911995-99 1002000-04 1102005-09 612010-14 28 Firms Represented: 530

32%0%

Distribution of Alumni by Firm Location

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University of PittsburghPittsburgh, Pennsylvania (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 99 47 6,521 52Bachelor's 36 60 4,165 60

Master's, excluding MBA 4 55 2,356 69Master of Business Admin (MBA) 51 28 78 11

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 4

Doctor of Medicine (MD) 0Other/Unspecified 12

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 80 80.8% 45Strategists & Economists 1 1.0% 67

Risk Management & Due Diligence 0Investor Relations & Marketing 8 8.1% 26

Other/Unspecified 10 10.1% 45

Top Product GroupsNumber of

Alumni

US Equity 33US Fixed Income 23

Global Equity 10Global Fixed Income 7

US Balanced 5Global ex-US Equity 5

EAFE Equity 4Europe Fixed Income 3

Hedge Fund 3Emerging Markets Equity 3

Top Ten Firms by Total Number of Alumni

Federated Investors, Inc.Snow Capital Management, LP

Standish Mellon Asset Management Company LLCMellon Capital Management Corporation

PNC Capital Advisors, LLCSymons Capital Management, Inc.

InvescoPartnervest Advisory Services LLC

Eagle Asset Management, Inc.Emerald Advisers, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

XPYRIA Investment AdvisorsFusion Investment Group, LLCCookson, Peirce and Co., Inc.Snow Capital Management, LPU S Asset Management, LLC.

Clothier Springs Capital ManagementSymons Capital Management, Inc.Centaur Performance Group, LLC

Mayo Capital Partners, LLCJKMilne Asset Management

YearNumber of

Alumni

1960-64 11965-69 21970-74 31975-79 21980-84 111985-89 71990-94 101995-99 72000-04 82005-09 42010-14 1 Firms Represented: 57

45%0%

Distribution of Alumni by Firm Location

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University of RochesterRochester, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 109 42 2,565 27Bachelor's 40 55 1,462 33

Master's, excluding MBA 9 38 1,103 28Master of Business Admin (MBA) 54 27 125 19

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 86 78.9% 41Strategists & Economists 8 7.3% 24

Risk Management & Due Diligence 0Investor Relations & Marketing 7 6.4% 34

Other/Unspecified 8 7.3% 49

Top Product GroupsNumber of

Alumni

US Equity 45US Fixed Income 28

Global ex-US Equity 13Global Equity 10EAFE Equity 9

Emerging Markets Equity 9Lifecycle/Targe Date 5

Hedge Fund 4Global Fixed Income 4

Global Balanced 3

Top Ten Firms by Total Number of Alumni

Manning & Napier Advisors, LLCBroadstone Real Estate, LLCFederated Investors, Inc.OppenheimerFunds, Inc.Numeric Investors LLC

Wells Capital Management IncorporatedWellington Management Company, LLP

Glickenhaus & Co.PNC Capital Advisors, LLC

TD Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

Broadstone Real Estate, LLCManning & Napier Advisors, LLC

Glickenhaus & Co.Sera Capital

Hughes Capital Managment, Inc.SummerHaven Investment Management LLC

AIS Capital Management LPFuller & Thaler Asset Management, Inc.

Hillcrest Asset Management, LLCNumeric Investors LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 51975-79 11980-84 31985-89 81990-94 91995-99 82000-04 52005-09 32010-14 0 Firms Represented: 75

41%0%

Distribution of Alumni by Firm Location

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University of Southern CaliforniaLos Angeles, California (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 268 20 10,445 39Bachelor's 106 25 4,363 38

Master's, excluding MBA 33 15 6,082 39Master of Business Admin (MBA) 125 9 208 12

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 5

Doctor of Medicine (MD) 0Other/Unspecified 27

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 201 75.0% 20Strategists & Economists 19 7.1% 8

Risk Management & Due Diligence 7 2.6% 5Investor Relations & Marketing 17 6.3% 12

Other/Unspecified 24 9.0% 24

Top Product GroupsNumber of

Alumni

US Equity 95US Fixed Income 43

Global ex-US Equity 18Global Equity 18EAFE Equity 17US Balanced 12

Emerging Markets Equity 11Global Fixed Income 11

Hedge Fund 9Global Balanced 8

Top Ten Firms by Total Number of Alumni

PIMCORCM Capital Management LLC

TCW GroupFirst Pacific Advisors, LLC

Aristotle Capital Management, LLCOld West Investment Management, LLC.

DoubleLineResearch Affiliates, LLC

American Realty AdvisorsVirtus Investment Partners

Top Ten Firms by Alumni Scaled for Firm Size

Old West Investment Management, LLC.Lederer & Associates Investment Counsel

Kopernik Global Investors, LLCWhittier Trust Company

McComsey Asset Management, LLCKnelman Asset Management Group, LLC

Astrop Advisory CorporationAlamar Capital Management, LLC

Vista Research and Management, LLCTriad Investment Management

YearNumber of

Alumni

1960-64 11965-69 41970-74 61975-79 51980-84 161985-89 151990-94 191995-99 282000-04 272005-09 152010-14 3

67%0%

Firms Represented: 154

Distribution of Alumni by Firm Location

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University of Texas – AustinAustin, Texas (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 110 40 11,458 62Bachelor's 66 36 8,374 62

Master's, excluding MBA 12 29 3,084 47Master of Business Admin (MBA) 35 36 256 55

Doctor of Philosophy (PhD) 5Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 5

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 92 83.6% 37Strategists & Economists 3 2.7% 47

Risk Management & Due Diligence 1 0.9% 32Investor Relations & Marketing 3 2.7% 55

Other/Unspecified 11 10.0% 42

Top Product GroupsNumber of

Alumni

US Equity 41US Fixed Income 9

Global Equity 9EAFE Equity 9Hedge Fund 6

Global ex-US Equity 5US Balanced 3

Emerging Markets Fixed Income 2Global Balanced 2

Emerging Markets Equity 2

Top Ten Firms by Total Number of Alumni

InvescoFrost Investment Advisors, LLC

Luther King Capital Management CorporationAmerican Century Investments

Goshawk Global Investments LLCRussell Investments

Capital One Asset Management, LLCOFI Global Asset Management

Hester Capital Management, LLCPIMCO

Top Ten Firms by Alumni Scaled for Firm Size

Goshawk Global Investments LLCVoltan Capital Management, LLC

Matterhorn Capital Management, LLCOakview Capital ManagementF-Squared Investments Inc

Robinson Value Management, Ltd.BirdRock Asset Management

St. James Investment Company, L.L.C.Martin Capital Advisors, LLP

Hester Capital Management, LLC

YearNumber of

Alumni

1960-64 01965-69 21970-74 21975-79 31980-84 41985-89 51990-94 111995-99 162000-04 122005-09 12010-14 2 Firms Represented: 79

36%0%

Distribution of Alumni by Firm Location

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University of VirginiaCharlottesville, Virginia (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 327 14 5,466 19Bachelor's 202 4 3,726 20

Master's, excluding MBA 21 23 1,740 20Master of Business Admin (MBA) 91 20 317 34

Doctor of Philosophy (PhD) 7Juris Doctor (JD) 4

Doctor of Medicine (MD) 0Other/Unspecified 36

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 259 79.2% 14Strategists & Economists 12 3.7% 18

Risk Management & Due Diligence 1 0.3% 32Investor Relations & Marketing 19 5.8% 10

Other/Unspecified 36 11.0% 10

Top Product GroupsNumber of

Alumni

US Equity 119US Fixed Income 40

Global Equity 26US Balanced 16

Global ex-US Equity 13EAFE Equity 9

Global Fixed Income 8Emerging Markets Equity 8

Global Balanced 7Hedge Fund 6

Top Ten Firms by Total Number of Alumni

T. Rowe Price GroupThompson, Siegel & Walmsley LLC

Investment Management of Virginia, LLCLowe, Brockenbrough & Company, Inc.Wellington Management Company, LLPWells Capital Management Incorporated

WEDGE Capital Management, L.L.P.Janus Capital Management LLCWilkinson OGrady & Co., Inc.

Invesco

Top Ten Firms by Alumni Scaled for Firm Size

South Atlantic Capital Management Group, Inc.Broad Run Investment Management, LLC

WestEnd Advisors, LLCHood River Capital Management LLC

Caprin Asset Management, LLCLowe, Brockenbrough & Company, Inc.The Capital Management Corporation

Tandem Investment Advisors, Inc.Morgan Stanley GIS Applied Equity Advisors

Investment Management of Virginia, LLC

YearNumber of

Alumni

1960-64 41965-69 51970-74 61975-79 121980-84 351985-89 301990-94 341995-99 242000-04 202005-09 122010-14 4 Firms Represented: 199

19%0%

Distribution of Alumni by Firm Location

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University of WashingtonSeattle, Washington (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 110 40 10,084 60Bachelor's 68 35 7,048 57

Master's, excluding MBA 9 38 3,036 57Master of Business Admin (MBA) 28 41 118 43

Doctor of Philosophy (PhD) 4Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 10

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 87 79.1% 40Strategists & Economists 6 5.5% 27

Risk Management & Due Diligence 1 0.9% 32Investor Relations & Marketing 4 3.6% 51

Other/Unspecified 12 10.9% 40

Top Product GroupsNumber of

Alumni

US Equity 37US Fixed Income 19

Emerging Markets Equity 11US Balanced 10

Global ex-US Equity 6Global Fixed Income 5

EAFE Equity 5Hedge Fund 4Commodities 3

Global Balanced 2

Top Ten Firms by Total Number of Alumni

Washington Capital Management, Inc.Parametric Portfolio AssociatesEdge Asset Management, Inc.

Zevenbergen Capital Investments LLCDavidson Investment Advisors

Russell InvestmentsPrime Advisors, Inc.

Pugh Capital Management, Inc.Eaton Vance Management

Rainier Investment Management, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Pengra Capital Management, Inc.Zevenbergen Capital Investments LLC

Genesee Investments LLCDavidson Investment AdvisorsPugh Capital Management, Inc.Badgley, Phelps and Bell, Inc.

Acuitas Investments, LLCBroadmark Capital LLC

Parametric Portfolio AssociatesWashington Capital Management, Inc.

YearNumber of

Alumni

1960-64 01965-69 21970-74 21975-79 31980-84 171985-89 111990-94 141995-99 62000-04 42005-09 32010-14 0 Firms Represented: 69

49%0%

Distribution of Alumni by Firm Location

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University of Wisconsin – MadisonMadison, Wisconsin (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 143 30 8,468 50Bachelor's 89 29 6,416 49

Master's, excluding MBA 30 17 2,052 17Master of Business Admin (MBA) 34 38 97 28

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 3

Doctor of Medicine (MD) 0Other/Unspecified 18

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 131 91.6% 28Strategists & Economists 3 2.1% 47

Risk Management & Due Diligence 0Investor Relations & Marketing 4 2.8% 51

Other/Unspecified 5 3.5% 61

Top Product GroupsNumber of

Alumni

US Equity 74US Fixed Income 19

Global Equity 16EAFE Equity 11US Balanced 10

Emerging Markets Equity 3Global ex-US Equity 2

Hedge Fund 2Europe Equity 1

UK Equity 1

Top Ten Firms by Total Number of Alumni

Heartland Advisors, Inc.Wells Fargo Funds Management, LLC

Wells Capital Management IncorporatedBMO Asset Management U.S.

Artisan Partners Limited PartnershipZiegler Capital Management LLCJanus Capital Management LLC

Madison Investment Advisors, LLCSkyline Asset Management, L.P.

Nuveen Asset Management

Top Ten Firms by Alumni Scaled for Firm Size

Sadoff Investment Management LLCProvident Trust Company

Skyline Asset Management, L.P.Summit Creek Advisors, LLC

Netols Asset Management, Inc.Kellogg Asset ManagementHeartland Advisors, Inc.

Baird - HGMR Investment ManagementSpeece Thorson Capital Group, Inc.

SG Capital Management, LLC

YearNumber of

Alumni

1960-64 21965-69 11970-74 21975-79 61980-84 91985-89 111990-94 141995-99 82000-04 112005-09 132010-14 2 Firms Represented: 84

28%0%

Distribution of Alumni by Firm Location

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Vanderbilt UniversityNashville, Tennessee (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 143 30 3,104 23Bachelor's 81 30 1,673 21

Master's, excluding MBA 3 62 1,431 63Master of Business Admin (MBA) 51 28 171 32

Doctor of Philosophy (PhD) 3Juris Doctor (JD) 1

Doctor of Medicine (MD) 1Other/Unspecified 11

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 118 82.5% 30Strategists & Economists 5 3.5% 35

Risk Management & Due Diligence 2 1.4% 20Investor Relations & Marketing 8 5.6% 26

Other/Unspecified 10 7.0% 45

Top Product GroupsNumber of

Alumni

US Equity 66US Fixed Income 19

Global Equity 10EAFE Equity 7

Emerging Markets Equity 7Hedge Fund 6US Balanced 5

Global ex-US Equity 5Fund of Hedge Funds 2

Global Balanced 1

Top Ten Firms by Total Number of Alumni

Fayez Sarofim & Co.Weaver C. Barksdale & Associates, Inc.Wells Capital Management Incorporated

InvescoWEDGE Capital Management, L.L.P.

Mastrapasqua Asset Management, Inc.Waddell & Reed Investment Management Company

DB Advisors/ Deutsche Asset ManagementLee Munder Capital Group, LLC

Wellington Management Company, LLP

Top Ten Firms by Alumni Scaled for Firm Size

IronHorse Capital LLCSaddle Peak Asset Management, LLC

Chickasaw Capital ManagementStrategic Capital Partners LLC

Beacon Street Capital, LLCMastrapasqua Asset Management, Inc.Weaver C. Barksdale & Associates, Inc.

Covenant Capital Group, LLCQuantico Asset Management

Vulcan Value Partners LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 31975-79 41980-84 101985-89 141990-94 151995-99 232000-04 102005-09 82010-14 1 Firms Represented: 115

17%0%

Distribution of Alumni by Firm Location

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Virginia TechBlacksburg, Virginia (Public)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 40 70 7,075 72Bachelor's 32 64 5,486 70

Master's, excluding MBA 3 62 1,589 67Master of Business Admin (MBA) 4 60 44 60

Doctor of Philosophy (PhD) 2Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 30 75.0% 70Strategists & Economists 2 5.0% 55

Risk Management & Due Diligence 1 2.5% 32Investor Relations & Marketing 1 2.5% 69

Other/Unspecified 6 15.0% 57

Top Product GroupsNumber of

Alumni

US Equity 18EAFE Equity 7

US Fixed Income 5US Balanced 4Hedge Fund 2

Emerging Markets Equity 2Global Equity 2

Global ex-US Equity 1Global Balanced 1

Commodities 1

Top Ten Firms by Total Number of Alumni

1607 Capital Partners, LLCStrategic Investment Group

DuPont Capital Management CorporationDelaware Investments

The Edgar Lomax CompanyWestern Asset Management Company

Research Affiliates, LLCDecatur Capital Management, Inc.

Manulife Asset ManagementJohn Hancock Advisers, LLC

Top Ten Firms by Alumni Scaled for Firm Size

1607 Capital Partners, LLCDover Partners, Inc.

Quotient Investors, LLCThe Edgar Lomax CompanyFlippin, Bruce & Porter, Inc.

Hahn Capital Management, LLCChristiana Trust

Agincourt Capital Management LLCBay Hills Capital Management, LLCValley Forge Asset Management

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 41980-84 81985-89 51990-94 41995-99 22000-04 42005-09 22010-14 0 Firms Represented: 36

24%0%

Distribution of Alumni by Firm Location

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Wake Forest UniversityWinston-Salem, North Carolina (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 47 69 1,785 38Bachelor's 30 65 1,112 34

Master's, excluding MBA 1 70 673 70Master of Business Admin (MBA) 14 51 57 41

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 1

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 42 89.4% 64Strategists & Economists 1 2.1% 67

Risk Management & Due Diligence 0Investor Relations & Marketing 2 4.3% 61

Other/Unspecified 2 4.3% 72

Top Product GroupsNumber of

Alumni

US Equity 23US Fixed Income 12

US Balanced 7Global Balanced 3

Global Fixed Income 3Commodities 2EAFE Equity 2

Global Equity 1Emerging Markets Fixed Income 1

Top Ten Firms by Total Number of Alumni

Golden Capital Management, LLCInvesco

Wells Capital Management IncorporatedMontag & Caldwell, LLC

Babson Capital Management LLCCornerCap Investment Counsel

MatlinPatterson GroupThompson, Siegel & Walmsley LLC

Pyramis Global AdvisorsING Investment Management

Top Ten Firms by Alumni Scaled for Firm Size

Hambledon, LLCFirst Houston Capital

Hamilton Point Investment AdvisorsCardinal Capital Management, Inc.

Great Lakes Advisors, LLCParadigm Capital Management, Inc.

Friess AssociatesChase Investment Counsel Corporation

Golden Capital Management, LLCMaryland Capital Management, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 11975-79 21980-84 31985-89 51990-94 61995-99 42000-04 42005-09 62010-14 0 Firms Represented: 41

20%0%

Distribution of Alumni by Firm Location

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Washington University in St. LouisSt. Louis, Missouri (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 71 55 3,084 42Bachelor's 56 45 1,642 27

Master's, excluding MBA 1 70 1,442 73Master of Business Admin (MBA) 10 55 141 61

Doctor of Philosophy (PhD) 1Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 54 76.1% 56Strategists & Economists 6 8.5% 27

Risk Management & Due Diligence 1 1.4% 32Investor Relations & Marketing 3 4.2% 55

Other/Unspecified 7 9.9% 52

Top Product GroupsNumber of

Alumni

US Fixed Income 18US Equity 16

EAFE Equity 7Global Equity 7

Global ex-US Equity 6Hedge Fund 4

Global Fixed Income 4Global Balanced 3

US Balanced 2Asia Pacific Fixed Income 1

Top Ten Firms by Total Number of Alumni

NISA Investment Advisors, L.L.C.Lord, Abbett & Co. LLC

Wells Capital Management IncorporatedScout Investments

Beach Point Capital Management LPWaddell & Reed Investment Management Company

Grantham, Mayo, Van Otterloo & Co. LLCBrandywine Global Investment Management, LLC

Wellington Management Company, LLPAdvisory Research, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Global Capital Management, Inc.Marble Harbor Investment CounselTriboro Investment ManagementNISA Investment Advisors, L.L.C.

Fund Evaluation Group, LLCDover Partners, Inc.

LaSalle Street Capital Management LLCDenali Advisors, LLC

Cabezon Investment Group LLCHaber Trilix Advisors

YearNumber of

Alumni

1960-64 01965-69 11970-74 31975-79 01980-84 41985-89 51990-94 61995-99 92000-04 22005-09 32010-14 1 Firms Represented: 57

22%0%

Distribution of Alumni by Firm Location

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Worcester Polytechnic InstituteWorcester, Massachusetts (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 10 75 1,372 67Bachelor's 8 74 823 56

Master's, excluding MBA 2 66 549 50Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 0

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 7 70.0% 75Strategists & Economists 0

Risk Management & Due Diligence 0Investor Relations & Marketing 1 10.0% 69

Other/Unspecified 2 20.0% 72

Top Product GroupsNumber of

Alumni

US Equity 2Global Equity 1EAFE Equity 1

US Fixed Income 1

Top Nine Firms by Total Number of Alumni

Braver Capital ManagementNeuberger Berman

J. & W. Seligman & Co. IncorporatedLee Munder Capital Group, LLC

Golden Capital Management, LLCThe Hartford Mutual Funds

Putnam InvestmentsStandish Mellon Asset Management Company LLC

Perseus Realty Partners, LLC

Top Nine Firms by Alumni Scaled for Firm Size

Perseus Realty Partners, LLCBraver Capital Management

Golden Capital Management, LLCLee Munder Capital Group, LLC

The Hartford Mutual FundsJ. & W. Seligman & Co. Incorporated

Standish Mellon Asset Management Company LLCPutnam InvestmentsNeuberger Berman

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 11980-84 01985-89 01990-94 11995-99 12000-04 12005-09 02010-14 1 Firms Represented: 10

44%0%

Distribution of Alumni by Firm Location

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Yale UniversityNew Haven, Connecticut (Private – Ivy League)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 303 15 2,790 9Bachelor's 195 7 1,285 5

Master's, excluding MBA 23 21 1,505 15Master of Business Admin (MBA) 59 23 276 46

Doctor of Philosophy (PhD) 11Juris Doctor (JD) 8

Doctor of Medicine (MD) 0Other/Unspecified 19

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 247 81.5% 15Strategists & Economists 18 5.9% 10

Risk Management & Due Diligence 2 0.7% 20Investor Relations & Marketing 9 3.0% 23

Other/Unspecified 27 8.9% 18

Top Product GroupsNumber of

Alumni

US Equity 97US Fixed Income 48

Global Equity 29EAFE Equity 16Hedge Fund 13

Global ex-US Equity 12US Balanced 11

Emerging Markets Equity 11Fund of Hedge Funds 9

Global Balanced 8

Top Ten Firms by Total Number of Alumni

Grantham, Mayo, Van Otterloo & Co. LLCWellington Management Company, LLP

VanguardJanus Capital Management LLC

Wells Capital Management IncorporatedBlackRock

Nomura Asset Management GlobalPIMCO

TCW GroupJennison Associates LLC

Top Ten Firms by Alumni Scaled for Firm Size

Granite House Capital ManagementGreen Century Capital Management, Inc.

Ingalls & Snyder LLCThe Edgar Lomax CompanyVN Capital Management, LLC

Whitebox Advisors LLCAcorn Advisory Capital, L.P.Popular Asset Management

Night Owl Capital Management, LLCIrving Magee Investment Management, LLC

YearNumber of

Alumni

1960-64 121965-69 51970-74 101975-79 61980-84 231985-89 191990-94 311995-99 342000-04 172005-09 112010-14 2 Firms Represented: 206

30%0%

Distribution of Alumni by Firm Location

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Yeshiva UniversityNew York, New York (Private)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 23 73 989 41Bachelor's 14 72 588 39

Master's, excluding MBA 0 401Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 3

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 19 82.6% 73Strategists & Economists 1 4.3% 67

Risk Management & Due Diligence 0Investor Relations & Marketing 1 4.3% 69

Other/Unspecified 2 8.7% 72

Top Product GroupsNumber of

Alumni

US Equity 5Hedge Fund 4EAFE Equity 3

Global ex-US Equity 2Emerging Markets Equity 2

Global Equity 1US Balanced 1

Fund of Hedge Funds 1Europe Equity 1

Top Ten Firms by Total Number of Alumni

Huygens Capital LLCAriel Investments, LLC

The Boston Company Asset Management, LLCArden Asset Management, LLC

Lyrical Partners, L.P.Pzena Investment Management, LLC

LanderNorth Asset ManagementMorgan Stanley Investment Management

Dalton, Greiner, Hartman, Maher and Co., LLCHereford Funds

Top Ten Firms by Alumni Scaled for Firm Size

Huygens Capital LLCLanderNorth Asset Management

Terra Partners Asset ManagementArden Asset Management, LLCOptima Fund Management LLC

Lyrical Partners, L.P.Dalton, Greiner, Hartman, Maher and Co., LLC

Hereford FundsNWQ Investment Management Company, LLC

Ariel Investments, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 01980-84 01985-89 21990-94 51995-99 42000-04 32005-09 02010-14 0 Firms Represented: 23

60%0%

Distribution of Alumni by Firm Location

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Amherst CollegeAmherst, Massachusetts (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 49 4 442 4Bachelor's 43 4 442 4

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 6

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 39 79.6% 4Strategists & Economists 2 4.1% 6

Risk Management & Due Diligence 0Investor Relations & Marketing 4 8.2% 3

Other/Unspecified 4 8.2% 3

Top Product GroupsNumber of

Alumni

US Fixed Income 13US Equity 13

Hedge Fund 3Global ex-US Equity 2

Global Equity 2US Balanced 1

Global Fixed Income 1Commodities 1

Europe Equity 1Emerging Markets Equity 1

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPIncome Research & Management

FMR Corp.SKY Harbor Capital Management, LLC

Guggenheim InvestmentsDDJ Capital Management, LLC

Babson Capital Management LLCForester Capital, L.L.C.

Goldman Sachs Asset Management, LPMatlinPatterson Group

Top Ten Firms by Alumni Scaled for Firm Size

Graham & Dodd Fund LLCCutler Capital Management LLC

SKY Harbor Capital Management, LLCNicholas Investment Partners L.P.Cincinnati Asset Management, Inc.

Vulcan Value Partners LLCIncome Research & Management

Mount Lucas Management LPForester Capital, L.L.C.

GIA Partners, LLC

YearNumber of

Alumni

1960-64 21965-69 01970-74 11975-79 21980-84 91985-89 51990-94 41995-99 32000-04 42005-09 02010-14 2 Firms Represented: 44

33%0%

Distribution of Alumni by Firm Location

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Bowdoin CollegeBrunswick, Maine (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 55 3 452 2Bachelor's 52 3 452 3

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 43 78.2% 3Strategists & Economists 3 5.5% 5

Risk Management & Due Diligence 1 1.8% 2Investor Relations & Marketing 5 9.1% 2

Other/Unspecified 3 5.5% 5

Top Product GroupsNumber of

Alumni

US Equity 15US Fixed Income 7

Global Equity 6Hedge Fund 3

Global Fixed Income 2EAFE Equity 2

Global ex-US Equity 2Europe Fixed Income 1

US Balanced 1

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPGuggenheim Investments

PIMCOMFS Investment Management

MAI Wealth Advisors, LLCDDJ Capital Management, LLC

Thomas J. Herzfeld Advisors, Inc.Eaton Vance Management

Anchor Capital Advisors LLCBrown Advisory, LLC

Top Ten Firms by Alumni Scaled for Firm Size

Saybrook CapitalTimucuan Asset Management, Inc.Thomas J. Herzfeld Advisors, Inc.

Deltec Asset ManagementFranklin Street Partners

Dearborn Capital ManagementMain Management LLC

F.L.Putnam Investment Management CompanyOsterweis Capital Management

Stralem & Company

YearNumber of

Alumni

1960-64 01965-69 11970-74 21975-79 41980-84 31985-89 61990-94 11995-99 42000-04 62005-09 22010-14 2 Firms Represented: 47

34%0%

Distribution of Alumni by Firm Location

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Carleton CollegeNorthfield, Minnesota (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 26 8 472 11Bachelor's 23 8 472 11

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 24 92.3% 7Strategists & Economists 1 3.8% 7

Risk Management & Due Diligence 0Investor Relations & Marketing 0

Other/Unspecified 1 3.8% 10

Top Product GroupsNumber of

Alumni

US Equity 12Global Equity 5

Emerging Markets Equity 4US Balanced 4

Global ex-US Equity 3US Fixed Income 3

Hedge Fund 3Global Fixed Income 2

Emerging Markets Fixed Income 1Global Balanced 1

Top Ten Firms by Total Number of Alumni

Cornerstone Capital Management LLCWeitz Investment Management, Inc.

Trilogy Global Advisors LPIndus Capital Partners LLC

Pier Capital, LLCOFI Institutional Asset Management

Nuveen Asset ManagementHermes Fund Managers

Columbia Management Investment Advisers, LLCPunch & Associates Investment Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Cornerstone Capital Management LLCWeitz Investment Management, Inc.

Punch & Associates Investment Management, Inc.Pier Capital, LLC

OFI Institutional Asset ManagementMarvin & Palmer Associates, Inc.U.S. Bancorp Asset ManagementBecker Capital Management, Inc.

Trilogy Global Advisors LPWinslow Capital Management, Inc.

YearNumber of

Alumni

1960-64 01965-69 01970-74 21975-79 11980-84 31985-89 31990-94 51995-99 12000-04 32005-09 22010-14 0 Firms Represented: 23

24%0%

Distribution of Alumni by Firm Location

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Claremont McKenna CollegeClaremont, California (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 41 5 341 3Bachelor's 38 5 317 2

Master's, excluding MBA 2 2 24 1Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 31 75.6% 5Strategists & Economists 4 9.8% 2

Risk Management & Due Diligence 0Investor Relations & Marketing 2 4.9% 4

Other/Unspecified 4 9.8% 3

Top Product GroupsNumber of

Alumni

US Equity 16Global Equity 8EAFE Equity 6

US Fixed Income 6Global Balanced 4

US Balanced 2Japan Equity 2

Global ex-US Equity 1Hedge Fund 1

North American Fixed Income 1

Top Ten Firms by Total Number of Alumni

PIMCOLombardia Capital Partners, LLC

Kohlberg Kravis Roberts & Co. L.P.American Century Investments

Denver Investment Advisors LLCTCW Group

del Rey Global Investors, LLCPRIMECAP Management Company

Western Asset Management CompanyNorthern Trust

Top Ten Firms by Alumni Scaled for Firm Size

REGIA GLOBAL MANAGEMENT LIMITEDMcCullough & Associates LLCCrescent Capital Group LP

Lombardia Capital Partners, LLCSanta Barbara Asset Management

del Rey Global Investors, LLCPugh Capital Management, Inc.

Fisher Funds Management LimitedFirst Western Capital Management

Poplar Forest Capital LLC

YearNumber of

Alumni

1960-64 01965-69 11970-74 01975-79 01980-84 01985-89 01990-94 21995-99 62000-04 32005-09 42010-14 1 Firms Represented: 32

62%0%

Distribution of Alumni by Firm Location

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Davidson CollegeDavidson, North Carolina (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 26 8 463 10Bachelor's 23 8 463 10

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 3

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 21 80.8% 10Strategists & Economists 1 3.8% 7

Risk Management & Due Diligence 0Investor Relations & Marketing 1 3.8% 7

Other/Unspecified 3 11.5% 5

Top Product GroupsNumber of

Alumni

US Equity 11US Fixed Income 3

Hedge Fund 2Global Fixed Income 2

US Balanced 1Global ex-US Equity 1

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPMain Management LLCMontag & Caldwell, LLC

Snow Capital Management, LPBlackRock

Investment Management of Virginia, LLCGuggenheim Real Estate LLC

Robinson Value Management, Ltd.Thompson, Siegel & Walmsley LLC

Western Asset Management Company

Top Ten Firms by Alumni Scaled for Firm Size

WestEnd Advisors, LLCRobinson Value Management, Ltd.

Ranger Investment Management, L.P.Guggenheim Real Estate LLC

Main Management LLCSheets Smith Wealth Management

Investment Management of Virginia, LLCSnow Capital Management, LP

Golden Capital Management, LLCMontag & Caldwell, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 11980-84 41985-89 21990-94 21995-99 52000-04 32005-09 32010-14 0 Firms Represented: 25

20%0%

Distribution of Alumni by Firm Location

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Haverford CollegeHaverford, Pennsylvania (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 23 10 307 7Bachelor's 21 10 307 7

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 2

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 19 82.6% 11Strategists & Economists 0

Risk Management & Due Diligence 0Investor Relations & Marketing 1 4.3% 7

Other/Unspecified 3 13.0% 5

Top Product GroupsNumber of

Alumni

US Equity 5Global ex-US Equity 4

US Fixed Income 3Emerging Markets Equity 2

Global Equity 2Hedge Fund 1

Emerging Markets Fixed Income 1EAFE Equity 1

Top Ten Firms by Total Number of Alumni

Logan Capital Management IncStandish Mellon Asset Management Company LLC

Fred Alger Management, Inc.Lord, Abbett & Co. LLC

Columbia Wanger Asset Management, LPRiverPark Funds

MFS Investment ManagementLoomis, Sayles & Company, L.P.

Lockwell Investments, LLCGoldman Sachs Asset Management, LP

Top Ten Firms by Alumni Scaled for Firm Size

Lockwell Investments, LLCLogan Capital Management IncASB Capital Management, LLC.

Ironwood Investment Management, LLCRiverPark Funds

Columbia Wanger Asset Management, LPFred Alger Management, Inc.

Loomis, Sayles & Company, L.P.Standish Mellon Asset Management Company LLC

Legg Mason Inc.

YearNumber of

Alumni

1960-64 01965-69 01970-74 11975-79 31980-84 11985-89 21990-94 11995-99 32000-04 12005-09 12010-14 0 Firms Represented: 23

36%0%

Distribution of Alumni by Firm Location

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Middlebury CollegeMiddlebury, Vermont (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 69 2 905 6Bachelor's 64 2 674 5

Master's, excluding MBA 3 1 231 2Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 2

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 47 68.1% 2Strategists & Economists 4 5.8% 2

Risk Management & Due Diligence 0Investor Relations & Marketing 10 14.5% 1

Other/Unspecified 8 11.6% 2

Top Product GroupsNumber of

Alumni

US Equity 19EAFE Equity 10

Global ex-US Equity 10Global Equity 8

US Fixed Income 6Emerging Markets Fixed Income 3

Global Fixed Income 2Hedge Fund 2

Emerging Markets Equity 2US Balanced 2

Top Ten Firms by Total Number of Alumni

Acadian Asset Management, LLCWellington Management Company, LLPRobeco Investment Management, Inc.

Eaton Vance ManagementGramercy

Columbia Wanger Asset Management, LPGrantham, Mayo, Van Otterloo & Co. LLC

Sankaty Advisors, LLCThe Boston Company Asset Management, LLC

Loomis, Sayles & Company, L.P.

Top Ten Firms by Alumni Scaled for Firm Size

Echo Point Investment Management LLCBoston Trust & Investment Management Company

Elk Creek Partners LLCCutler Capital Management LLC

Liberty Square Asset Management, LPFLAG Capital Management, LLC

Altegris Advisors, L.L.C.Hellman Jordan Management Co., Inc

The Union Labor Life Insurance CompanyDwight Asset Management Company LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 21975-79 21980-84 71985-89 41990-94 71995-99 32000-04 62005-09 12010-14 2 Firms Represented: 56

39%0%

Distribution of Alumni by Firm Location

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Pomona CollegeClaremont, California (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 23 10 362 9Bachelor's 19 11 362 9

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 22 95.7% 8Strategists & Economists 0

Risk Management & Due Diligence 0Investor Relations & Marketing 0

Other/Unspecified 1 4.3% 10

Top Product GroupsNumber of

Alumni

US Equity 6US Fixed Income 4

EAFE Equity 4Emerging Markets Fixed Income 2

Global Fixed Income 2Global Equity 2Japan Equity 1

Emerging Markets Equity 1

Top Ten Firms by Total Number of Alumni

RCM Capital Management LLCWestern Asset Management Company

Wasatch Advisors, Inc.SFE Investment Counsel Inc.

Pioneer InvestmentsSSI Investment Management Inc.Ziegler Capital Management LLC

Wellington Management Company, LLPJohn Hancock Advisers, LLC

Denver Investment Advisors LLC

Top Ten Firms by Alumni Scaled for Firm Size

SFE Investment Counsel Inc.Stonebridge Capital Management, Inc.

SKBA Capital Management, LLCKabouter Management LLC

Genesis Asset Managers, LLPSSI Investment Management Inc.Tradewinds Global Investors, LLC

Wasatch Advisors, Inc.Ziegler Capital Management LLC

First Pacific Advisors, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 01975-79 11980-84 21985-89 11990-94 11995-99 22000-04 12005-09 12010-14 0 Firms Represented: 20

47%0%

Distribution of Alumni by Firm Location

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Swarthmore CollegeSwarthmore, Pennsylvania (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 30 7 369 5Bachelor's 28 7 369 6

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 2

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 22 73.3% 8Strategists & Economists 5 16.7% 1

Risk Management & Due Diligence 0Investor Relations & Marketing 1 3.3% 7

Other/Unspecified 2 6.7% 9

Top Product GroupsNumber of

Alumni

US Equity 12US Fixed Income 5

Global Equity 4Global Balanced 2

EAFE Equity 2Emerging Markets Fixed Income 1

Emerging Markets Equity 1

Top Ten Firms by Total Number of Alumni

Marshfield AssociatesAXA Rosenberg Investment Management LLC

PIMCOWorking Lands Investment Partners, LLCGlenmede Investment Management LP

Hamilton LaneTCW Group

CommonfundT. Rowe Price Group

Oaktree Capital Management, L.P.

Top Ten Firms by Alumni Scaled for Firm Size

Marshfield AssociatesCheswold Lane Asset Management, LLC

Aegis Financial Corporation3i Debt Management US, LLC

Working Lands Investment Partners, LLCBridgeway Capital Management, IncSKY Harbor Capital Management, LLCGlenmede Investment Management LP

Columbia Partners, L.L.C. Investment ManagementColony Capital, LLC

YearNumber of

Alumni

1960-64 01965-69 01970-74 11975-79 71980-84 21985-89 21990-94 31995-99 42000-04 02005-09 22010-14 0 Firms Represented: 27

27%0%

Distribution of Alumni by Firm Location

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Wellesley CollegeWellesley, Massachusetts (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 39 6 559 8Bachelor's 35 6 559 8

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 4

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 31 79.5% 5Strategists & Economists 1 2.6% 7

Risk Management & Due Diligence 2 5.1% 1Investor Relations & Marketing 2 5.1% 4

Other/Unspecified 3 7.7% 5

Top Product GroupsNumber of

Alumni

US Equity 11Global Equity 7EAFE Equity 5

US Fixed Income 4Global ex-US Equity 3Global Fixed Income 2Latin America Equity 1

Fund of Hedge Funds 1Asia Pacific Equity 1

Emerging Markets Fixed Income 1

Top Ten Firms by Total Number of Alumni

Wellington Management Company, LLPThe Hartford Mutual FundsState Street Global AdvisorsManulife Asset ManagementEaton Vance Management

Quantitative Management Associates LLCBailard, Inc.

FLAG Capital Management, LLCTCW Group

NorthShore Advisors LLC

Top Ten Firms by Alumni Scaled for Firm Size

NorthShore Advisors LLCMartin Investment Management, LLC

Hanoverian Capital LLCEastern Shore Capital Management

Redwood Investments, LLCBoston Trust & Investment Management Company

Magni Asset ManagementFLAG Capital Management, LLC

The Hartford Mutual FundsIncome Research & Management

YearNumber of

Alumni

1960-64 01965-69 01970-74 31975-79 31980-84 11985-89 41990-94 11995-99 52000-04 32005-09 22010-14 0 Firms Represented: 35

34%0%

Distribution of Alumni by Firm Location

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Williams CollegeWilliamstown, Massachusetts (Private – Liberal Arts College)

DegreesTotal

NumberAbsolute

RankScale Factor

Scaled Rank

Number of Alumni 109 1 555 1Bachelor's 98 1 513 1

Master's, excluding MBA 0Master of Business Admin (MBA) 0

Doctor of Philosophy (PhD) 0Juris Doctor (JD) 0

Doctor of Medicine (MD) 0Other/Unspecified 11

Current RoleTotal

Number% of

AlumniAbsolute

Rank

Portfolio Managers & Analysts 87 79.8% 1Strategists & Economists 4 3.7% 2

Risk Management & Due Diligence 0Investor Relations & Marketing 2 1.8% 4

Other/Unspecified 16 14.7% 1

Top Product GroupsNumber of

Alumni

US Equity 35US Fixed Income 11

Global Equity 11Hedge Fund 6US Balanced 4EAFE Equity 4

Global ex-US Equity 4Global Fixed Income 3

Emerging Markets Equity 3Emerging Markets Fixed Income 3

Top Ten Firms by Total Number of Alumni

AXA Investment ManagersWellington Management Company, LLP

Guggenheim InvestmentsMFS Investment Management

Sound Shore Management, Inc.Putnam Investments

Third Avenue Management LLCEaton Vance Management

Gilman Hill Asset Management, LLCCohen & Steers Capital Management, Inc.

Top Ten Firms by Alumni Scaled for Firm Size

Laidlaw Group, LLCThe Vanguard Group

Gilman Hill Asset Management, LLCProvident Trust Company

Dolan McEniry Capital Management, LLCSound Shore Management, Inc.

NEWPORT ASIA LLCNorthRoad Capital Management LLC

Towle & Co.L&B Realty Advisors, LLP

YearNumber of

Alumni

1960-64 11965-69 01970-74 21975-79 41980-84 151985-89 121990-94 111995-99 62000-04 82005-09 22010-14 0 Firms Represented: 86

36%0%

Distribution of Alumni by Firm Location

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Findings for this report are based on key professionals data reported voluntarily to eVestment. The eVestment database contains over 35,000 records of active keyprofessionals who represent over 900 universities and colleges and 4,500 asset management firms globally. Due to the voluntary nature of reporting, reported informationskews heavily in favor of “front office” roles such as portfolio manager and analyst. eVestment does not independently verify information provided to its database andtherefore calculations and data in this report are used and derived from as provided to eVestment.

Notes:• The top seventy-five national universities and top eleven liberal arts colleges were chosen based on U.S. News rankings of U.S. national universities and U.S. liberal

arts colleges.1,2

• Student body scaling factors were sourced from the U.S. Department of Education National Center for Education Statistics and U.S. News Business School rankings.“Students receiving bachelor’s degrees in 2012” (NCES) were used to scale bachelor’s figures, “Students receiving master’s degrees in 2012” (NCES) to scalemaster’s excluding MBA figures, and the sum of both aforementioned NCES figures to scale total alumni figures3. U.S. News Business School enrollment data wereused to scale MBA figures.4 This particular method for scaling alumni representation may not accurately reflect the impact of student body growth rates over time orthe opening of new degree conferring programs.

• Professionals working across multiple product lines (e.g.: a portfolio manager overseeing both a global fixed income and emerging markets fixed income product)were counted for each category within the “Top Product Groups” tables on pages 20 – 105.

• Asset management firms solely focused on alternatives products were excluded from “Top Ten Firms” rankings on pages 20 – 105.• Firm locations are largely based on firms’ headquarters, therefore certain figures may not accurately reflect the location of professionals in satellite offices.

Figures from eVestment may be inflated for the following schools due to firms’ decisions to exclude campus specific data for their professionals:1. University of Michigan – Ann Arbor, 2. Pennsylvania State University – University Park, 3. Ohio State University – Columbus, 4. University of Maryland – College Park,5. Purdue University – West Lafayette, 6. Texas A&M University – College Station, 7. University of Minnesota – Twin Cities, and 8. Indiana University Bloomington.

1. “National University Rankings”, U.S. News & World Report, http://colleges.usnews.rankingsandreviews.com/best-colleges/rankings/national-universities/data2. “National Liberal Arts College Rankings”, U.S. News & World Report, http://colleges.usnews.rankingsandreviews.com/best-colleges/rankings/national-liberal-arts-colleges/data3. “Number of students receiving a bachelor’s degree - 2012”; “Number of students receiving a master’s degree - 2012”, National Center for Education Statistics, https://nces.ed.gov/4. “Best Business Schools”, U.S. News & World Report, http://grad-schools.usnews.rankingsandreviews.com/best-graduate-schools/top-business-schools/mba-rankings

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Notes & Methodology

106

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