Jonas Svallin

Analyst-Equity at

FactSet CallStreet LLC

Finance

Consumer Services

Commercial Services

Profile

Mr. Jonas K.
Svallin, CFA, is a Senior Director for Quantitative Solutions at FactSet CallStreet LLC.
Mr. Svallin was previously employed as a Managing Director and Head of Active Equities for Charles Schwab Investment Management, Inc. (CSIM).
Mr. Svallin has overall responsibility for all aspects of the management of the active equity products and leads the active equity portfolio management and research team.
Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts.
From 2003 to 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global).
Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.
Mr. Svallin earned a Master of Arts in International Economics and Finance from Brandeis University, and a Bachelor of Science in Finance from Western New England University.
He is a CFA® charterholder and a member of the CFA Society of San Francisco."

Jonas Svallin active positions

Companies	Position	Start
FactSet CallStreet LLC FactSet CallStreet LLC Investment ManagersFinance Provides investment research	Analyst-Equity	01/12/2021

All active positions of Jonas Svallin

Former positions of Jonas Svallin

Companies	Position	End
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.	Portfolio Manager-Equities	01/12/2021
Fiduciary Research & Consulting LLC Fiduciary Research & Consulting LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/12/2012
Algert Global LLC Algert Global LLC Investment ManagersFinance Algert Global specializes in active, systematic equity investing which aims to generate attractive risk-adjusted returns that are differentiated and diversifying to common risk factors. The firm seeks to invest globally in public equites across long only, active extension and absolute return strategies.	Portfolio Manager-Equities	30/11/2009
FACTSET RESEARCH SYSTEMS, INC.	Corporate Officer/Principal	-
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Analyst-Equity	-

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Linked companies

Private companies	8
FactSet Research Systems, Inc. FactSet Research Systems, Inc. Financial Publishing/ServicesCommercial Services Provides on-line integrated database services to the global financial community	Commercial Services
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Finance
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.	Finance
Algert Global LLC Algert Global LLC Investment ManagersFinance Algert Global specializes in active, systematic equity investing which aims to generate attractive risk-adjusted returns that are differentiated and diversifying to common risk factors. The firm seeks to invest globally in public equites across long only, active extension and absolute return strategies.	Finance
Brandeis University Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Western New England University Western New England University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FactSet CallStreet LLC FactSet CallStreet LLC Investment ManagersFinance Provides investment research	Finance
Fiduciary Research & Consulting LLC Fiduciary Research & Consulting LLC Investment ManagersFinance Provides investment advice	Finance