James Jacobson - Allianzgi Convertible Independent Trustee

NCZ Fund  USD 11.87  0.06  0.51%   
James Jacobson is Fund Manager at Allianzgi Convertible Income
Mr. James A. Jacobson is an Independent Trustee of Allianzgi Convertible Income Fund II
Age 75
Tenure 16 years
Phone212 739 3000
Webhttps://www.allianzinvestors.com/Products/pages/14.aspx
Jacobson has substantial executive and board experience in the financial services industry. He served for more than 15 years as a senior executive at an NYSE specialist firm. He has also served on the NYSE Board of Directors, including terms as Vice Chair. As such, he provides significant expertise on matters relating to portfolio brokerage and trade execution. He also provides significant financial expertise and serves as the Audit Oversight Committee’s Chair and was determined by the Board to be an “audit committee financial expert.” He has expertise in investment company matters through his service as a trustee of another fund family.

Allianzgi Convertible Management Performance (%)

The company has Return on Asset of 1.87 % which means that on every $100 spent on assets, it made $1.87 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 15.74 %, implying that it generated $15.74 on every 100 dollars invested. Allianzgi Convertible's management efficiency ratios could be used to measure how well Allianzgi Convertible manages its routine affairs as well as how well it operates its assets and liabilities.

Similar Money Managers

Showing other executives

One Year Return

John ClarkMFS Municipal Income
53
Mortiz SellPutnam High Income
53
Gerald HellermanPutnam High Income
82
Catherine LynchBlackrock Munivest
60
Steven BullerMFS Investment Grade
69
William OgdenVirtus Dividend Interest
75
Matthew StoweMFS Government Markets
45
Henry GabbayBlackrock Muniyield Quality
72
Cynthia EganBlackrock Munivest
66
Jerry RutledgeClough Global Allocation
75
Ben HarrisPutnam High Income
52
John ClarkMFS Government Markets
52
Christopher BohaneMFS Municipal Income
50
Helen PetersEaton Vance Senior
73
Maryanne RoepkeMFS High Yield
64
Henry GabbayBlackrock Muniholdings Quality
72
David DiLorenzoMFS High Yield
52
Clarence OtisMFS Government Markets
64
James KirchnerEaton Vance Senior
58
Martin WolinMFS High Yield
52
Deborah DeCotisVirtus Dividend Interest
69
Virtus Convertible Income Fund II is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. Virtus Convertible Income Fund II was formed on July 31, 2003 and is domiciled in the United States. Virtus Convertible operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not categorized under any group at the present time.

Management Performance

Allianzgi Convertible Leadership Team

Elected by the shareholders, the Allianzgi Convertible's board of directors comprises two types of representatives: Allianzgi Convertible inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Allianzgi. The board's role is to monitor Allianzgi Convertible's management team and ensure that shareholders' interests are well served. Allianzgi Convertible's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Allianzgi Convertible's outside directors are responsible for providing unbiased perspectives on the board's policies.
Nancy Engberg, Senior Vice President
Angela Borreggine, Vice President, Counsel, Secretary, Chief Legal Officer
Davey Scoon, Independent Vice Chairman of the Board of Trustee
Erick Holt, Trustee
Peter Batchelar, Senior Vice President
Debra Rubano, Assistant Secretary
James Jacobson, Independent Trustee
Thomas Harter, Chief Compliance Officer
Patrick Bradley, Chief Financial Officer, Executive Vice President, Treasurer
Hans Kertess, Independent Vice Chairman of the Board of Trustee
Sarah Cogan, Independent Trustee
Philip Mcloughlin, Independent Trustee
Richard Cochran, Assistant Treasurer
Deborah DeCotis, Independent Trustee
James MacLeod, Independent Trustee
Bradford Gallagher, Independent Trustee
F Drummond, Independent Trustee
Thomas Fuccillo, Vice President Secretary, Chief Legal Officer
Alan Rappaport, Independent Chairman of the Board Trustee
William Ogden, Independent Trustee
George Aylward, Independent Trustee
Julia Short, Senior Vice President
Craig Ruckman, Assistant Secretary
Orhan Dzemaili, Assistant Treasurer
Scott Whisten, Treasurer, Principal Financial, Accounting Officer
Jennifer Fromm, Vice President Assistant Secretary

Allianzgi Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Allianzgi Convertible a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Allianzgi Fund

Allianzgi Convertible financial ratios help investors to determine whether Allianzgi Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Allianzgi with respect to the benefits of owning Allianzgi Convertible security.
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital