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Guidemark® World Ex-us Fund Service Shares (GMWEX)

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10.69 -0.02    -0.19%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 113.36M
Type:  Fund
Market:  United States
Issuer:  GuideMark
Underlying:  MSCI World ex USA Net
Asset Class:  Equity
GuideMark World ex-US Service 10.69 -0.02 -0.19%

GMWEX Overview

 
On this page you'll find an in-depth profile of Guidemark® World Ex-us Fund Service Shares. Learn about the key management, total assets, investment strategy and contact information of GMWEX among other information.
Category

Foreign Large Blend

Total Assets

113.36M

Expenses

1.10%

Inception Date

37071

Investment Strategy

The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It invests primarily in equity securities incorporated or traded outside the United States. Generally, the fund's assets will be invested in securities of companies located in developed countries. The advisor considers developed countries to be those defined by the MSCI World ex-USA Index. The fund will, under normal circumstances, invest in a minimum of three countries outside of the United States.

Contact Information

Address 7A Greenridge Park
Nashua,NH 003060
United States
Phone 603-888-5500 x202
Fax 866-888-5561

Top Executives

Name Title Since Until
Andrew Alford Managing Director 2023 Now
Biography Andrew is a managing director in Quantitative Investment Strategies (QIS) within Goldman Sachs Asset Management, serving as co-head of equity research. He joined Goldman Sachs in 1998 on the QIS equity alpha research team and became head of equity alpha research in 2000. Andrew became a senior portfolio manager in 2005, and joined the Quantitative Equity Solutions team in 2011 as head of research. He became head of environmental, social, and governance (ESG) research in 2019, and assumed his current role in 2022. Andrew was named managing director in 2004.
Karhan E. Akcoglu Vice President 2021 Now
Biography Mr. Akcoglu is head of portfolio management for the ActiveBeta Equity Strategies business within Goldman Sachs Asset Management’s Rules-Based Factor Investing Strategies platform. He is responsible for portfolio management, including portfolio construction and risk management of global developed and emerging market equity portfolios and custom indexes. Mr. Akcoglu has held a variety of roles within the Global Markets Division and more recently within Goldman Sachs Asset Management, focused on the development of mathematical and analytical tools across a variety of factor-based strategies. Immediately prior to joining the ActiveBeta team, Mr. Akcoglu served as Head of Strats for the ActiveBeta, Alternative Investment Strategies, and Macro Alpha businesses within Goldman Sachs Asset Management’s Quantitative Investment Strategies platform, where he oversaw the development of quantitative analytical tools driving portfolio construction and risk management of long-only and long-short factor-based portfolios investing in global equities, commodities, currencies, and fixed-income instruments. Prior to joining Goldman Sachs Asset Management in 2018, Mr. Akcoglu was head of Trading Strats for the macro Systematic Trading Strategies (STS) business within the Global Markets Division of Goldman Sachs, where he oversaw the development and risk management of rules-based index products for factor exposures across currencies, commodities, and fixed income, a role he held since 2011 initially based out of London and subsequently New York. Prior to this, Mr. Akcoglu oversaw the development of the analytics underpinning the Goldman Sachs Commodity Index (GSCI) and developed customized, enhanced commodity index products for exposure to commodity market factor dynamics in long-only and beta-neutral long-short formats. In this capacity, Mr. Akcoglu has previously served on the S&P GSCI Index Advisory Panel. Mr. Akcoglu originally joined Goldman Sachs in 2002 upon earning a Ph.D. in Computer Science from Yale University and an Hon.B.Sc. in Computer Science and Mathematics from the University of Toronto.
Khalid (Kal) Ghayur Head 2015 2023
Biography Mr. Ghayur is the head of the Beta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform, overseeing the team’s customized, factor-based equity portfolios. With over 29 years of industry experience, Mr. Ghayur joined GSAM as a Managing Director upon GSAM’s acquisition of Westpeak Global Advisors (“Westpeak”) in June 2014. Prior to joining GSAM, Mr. Ghayur was the Managing Partner and Chief Investment Officer of Westpeak, a pioneer in the smart beta space with their patented ActiveBeta investment methodology. Prior to joining Westpeak in 2007, Mr. Ghayur was the Director of Research Policy at MSCI in New York, where he was a member of its Global Executive Committee and Chairman of the MSCI Index Policy Committee. In that capacity, Mr. Ghayur was responsible for MSCI’s global markets and benchmarking research and new product development. From 1994 to 2000, Mr. Ghayur was Global Head of Quantitative Research and Strategy for HSBC Asset Management in London, where he was responsible for the development and application of strategic and tactical asset allocation, fixed income modeling, stock selection techniques, portfolio construction and analysis, and risk management. From 1992 to 1994, Mr. Ghayur was a Senior Quantitative Analyst at Credit Lyonnais Asset Management in Paris, and from 1987 to 1991, he held the position of Portfolio Manager at Union National Bank in Abu Dhabi, where he was responsible for managing the bank’s UK and US investment portfolios. Mr. Ghayur has served on the Board of Governors of the CFA Institute, the Board’s Nominating Committee, and as Chairman of the Board’s External Relations and Volunteer Involvement Committee. He is a former trustee of the CFA Institute Research Foundation. Mr. Ghayur was a member of the Editorial Board of Financial Analysts Journal and was founding President of the UK Society of Investment Professionals. Mr. Ghayur received an MBA in Finance and International Business from the École Nationale des Ponts et Chaussées, Paris, and an MA and BA in Economics from the University of Karachi. He is a CFA charterholder, a member of the CFA Institute, and a Fellow of the Society of Investment Professionals (“FSIP”). He is also a Diplomaed Associate of the Institute of Bankers Pakistan.
Ronan G. Heaney Vice President 2015 2023
Biography Mr. Heaney is the head of research for the ActiveBeta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform. He is responsible for investment research activities, including improving quantitative investment models and portfolio construction methodologies and identifying and testing new model components and implementation of techniques. Mr. Heaney joined GSAM following GSAM’s acquisition of Wetpeak in June 2014. Prior to joining GSAM, Mr. Heaney was the Director of Research for Westpeak, pioneering Westpeak’s patent Methods and Systems for Building and Managing Portfolios based on Ordinal Ranks of Securities. Prior to joining Westpeak in 1998, Mr. Heaney was employed by Multum Information Services in Denver, Colorado, as a Software Architect. From 1992 to 1996, he held the position of Senior Software Developer at Swiss Bank Corporation in Chicago. Mr. Heaney received an M.S. in Computer Science from Purdue University, where he was awarded a Fulbright Fellowship, and a B.S. in Applied Physics from Dublin University, Ireland.
Stephen C. Platt Vice President 2015 2021
Biography Mr. Platt is a senior portfolio manager for the ActiveBeta Equity Strategies business within GSAM’s Smart Beta Strategies Platform. He is responsible for portfolio management, including portfolio construction and risk management of global developed and emerging market equity portfolios and custom indexes. Mr. Platt Joined GSAM following GSAM’s acquisition of Westpeak Global Advisors in June 2014.Prior to joining Goldman Sachs,Mr. Platt directs Westpeak’s day-to-day portfolio management activities, manages the portfolio construction process for client accounts across various strategies, and participates in Westpeak’s ongoing investment research activities. He is a member of both Westpeak’s Investment Process Committee and Investment Committee, and is Chairman of the Investment Implementation Committee. Prior to joining Westpeak in 1999, Mr. Platt was Senior Vice President of Cordillera Asset Management, in Denver, Colorado. While at Cordillera, his responsibilities included portfolio management, research, and marketing. He co-developed and implemented the quantitative investment process, and was responsible for performance attribution analysis and backtesting. He also gained experience in trading technology. From 1990 to 1992, he worked as a Senior Research/Marketing Associate at Vogelzang & Associates, in Denver. Mr. Platt received a B.S. in Finance from the University of Colorado and is a CFA charterholder. He is a member of the CFA Institute and the Denver Society of Security Analysts.
César Hernandez Portfolio Manager 2011 2015
Biography César Hernández is a portfolio manager at Fidelity Institutional Asset Management (FIAM). In this role, he has been responsible for developing and managing the Select International and Select Global portfolios on behalf of institutional investors around the world since the discipline’s inception in 1989. He has been in the investments industry since 1986. Mr. Hernández earned his bachelor of science degree from the Universidad Simón Bolívar and his master of business administration degree from Babson College. He is also a CFA charterholder and a member of the Boston Security Analysts Society.
Christine Montgomery Investment Director 2010 2011
Biography Montgomery has worked in investment management since 1989 and has managed investment portfolios since 1995. Ms. Montgomery has joined in Martin Currie, Inc. since December 2009. She is Investment Director of International Equities. Before joining Martin Currie, she had been in Edinburgh Partners as Investment Partner since 2007.
Emma R. E. Lewis Senior Portfolio Manager, Analyst 2009 2011
Biography Lewis is a senior portfolio manager at Mondrian Investment Partners Ltd. She joined Mondrian in 1995, assuming analytical responsibilities in the Pacific Basin Team. She began her investment career at the Dutch bank ABN AMRO and later joined Fuji Investment Management. Lewis is an associate of the Institute of Investment Management & Research. Lewis holds the Chartered Financial Analyst designation.
David Sheasby Director 2009 2011
Biography David Sheasby, Director of Global Equities & Portfolio Manager in Martin Currie.
Melissa J.A. Platt Portfolio Manager 2009 2011
Biography Ms. Platt is an Economics and Finance graduate of Massey University, New Zealand. She started her career as a consultant at KPMG Corporate Finance. She then moved to FundSource Research for 3 years as an Investment Analyst and later as Research Manager. Ms. Platt joined Mondrian in 2004 and is a portfolio manager in the Non-US Equity Team. Ms. Platt is a CFA Charterholder and a member of the CFA Institute and the CFA Society of the UK.
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