PANAGORA ASSET MANAGEMENT INC

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

124 -8.15%

of those in investment advisory functions:

35 -12.50%

Registration:

SEC, Approved, 11/9/1989

AUM:

32,000,617,082 1.26%

of that, discretionary:

31,573,392,245 1.79%

GAV:

6,571,703,945 -55.42%

Avg Account Size:

326,536,909 5.40%

SMA’s:

YES

Private Funds:

15 3

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
55B 48B 40B 32B 24B 16B 8B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of PANAGORA ASSET MANAGEMENT INC
11/15/2022

Related Stocks: BRK.B, MPC, AVGO, PLD, EOG,

gurufocus.com

Nortech Systems Inc.
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Emmaus Life Sciences Inc.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

NACCO Industries Inc. Cl A
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Regional Health Properties Inc. 10.875% Cum. Redeem. Pfd. Series A
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Energy Select Sector SPDR® Fund
03/31/2021

Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication ... he was affiliated with PanAgora Asset Management in the Research and Development ...

dividend.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 12 $6,567,123,199
Other Private Fund 3 $4,580,746

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Private Funds



Employees




Brochure Summary

Overview

PanAgora is a Delaware corporation that maintains its headquarters and investment advisory operations in Boston, Massachusetts. Organized in 1985 and incorporated in 1989, PanAgora is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). PanAgora also is registered as a Commodity Pool Operator (“CPO”), Commodity Trading Advisor (“CTA”) and Swap Firm with the Commodity Futures Trading Commission (the “CFTC”) and is a member of the National Futures Association (“NFA”). The voting interests in PanAgora are indirectly owned by Power Corporation of Canada (through a series of subsidiaries, including Great-West Lifeco Inc. and Putnam Investments, LLC (“Putnam”)). In addition, certain PanAgora employees own non-voting interests in PanAgora via an equity management plan. Assuming all employee stock and options are issued and exercised under such plan, up to 20% of the economic interest in PanAgora may be owned by PanAgora employees. PanAgora is the sponsor and investment manager for certain private unregistered investment pools, including funds organized under U.S. tax-qualified group trusts (the “Group Trusts”), domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. PanAgora also provides investment advisory services to institutional separate account clients. PanAgora utilizes
broad investment capabilities across global regions, risk levels, and asset classes, including risk efficient, multi- asset, absolute return and active equity strategies. PanAgora’s investment philosophy is based on the belief that significant inefficiencies exist in the global capital markets, and that a structured investment process offers the best way to exploit these inefficiencies. PanAgora’s investment process merges traditional investment theory with quantitative techniques — investment theory and portfolio manager experience serve as a foundation for all investment strategies, while quantitative techniques verify, refine, and apply those ideas to the portfolio management process. PanAgora works directly with its clients to help them determine the most appropriate investment program for them using PanAgora’s various investment tools and expertise. To the extent a client retains PanAgora to provide investment advisory services for a separately managed account, the client may impose specific investment restrictions on that account with respect to investing in securities or certain types of securities. Please see Item 8 for further information about PanAgora’s investment strategies. PanAgora’s assets under management were approximately $ 31.6 billion as of December 31, 2022. As of that date, approximately $31 billion was managed on a discretionary basis and approximately $0.6 billon was managed on a non- discretionary basis.