Iain Douglas Clayton
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Mr. Iain D.
Clayton, CFA, is Senior Portfolio Manager & Head of Quantitative Equity Portfolio Management at Charles Schwab Investment Management, Inc.
Prior to joining Charles Schwab Investment in 2013, Mr. Clayton spent more than five years at SSI Investment Management, where he was a Portfolio Manager and Director of Quantitative Research.
From 2004 to 2008, he worked as a Portfolio Manager and Director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models.
Prior to that, he was a Vice President at Eureka Investment Advisors for almost three years and also served as a Senior Quantitative Analyst/Assistant Portfolio Manager.
He has also worked as a Quantitative Research Analyst at RCM Capital Management.
Mr. Clayton earned a Master of Science degree in Applied Mathematics from the University of Southern California, a Master of Philosophy degree in Economics from the University of Strathclyde, UK, and a Bachelor of Science degree in Economics and Politics from the University of Warwick, UK.
He is also a Financial Risk Manager.
Iain Douglas Clayton active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portfolio Manager-Equities | 01/05/2013 |
Former positions of Iain Douglas Clayton
| Companies | Position | End |
|---|---|---|
SSI Investment Management, Inc.
 SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Analyst-Equity | 01/03/2013 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | 30/11/2007 |
Training of Iain Douglas Clayton
| University of Warwick | Undergraduate Degree |
| University of Southern California | Graduate Degree |
| University of Strathclyde | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
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