Tom Simon Profile
Tom Simon, CFA, FRM
Portfolio Manager
Boston

Insights By Tom Simon

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Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article
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Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

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Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Small cap Factors Asset allocation Fundamental Factor qualifer Strategic allocation Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Multiple authors

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18 min
Whitepaper
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1029831244
Liability-driven investing Asset allocation Equity Private pension (DB) iStrat Multi-Asset qualifier Fundamental Factor qualifer Factor solutions Multi-asset Strategic allocation Factors iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.

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By

Tom Simon, CFA, FRM

Amy Trainor, FSA

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Article
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
668800361
Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Multiple authors

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Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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