Lazard Asset Management
About Lazard Asset Management
Lazard Asset Management is known for its global perspective on investing and years of experience with global, regional and domestic portfolios. Its team-based approach to portfolio management helps deliver robust and consistent performance over time.
With over $122 billion in assets under management, Lazard has offices located throughout the world in Bahrain, Boston, Frankfurt, Hamburg, Hong Kong, London, Milan, Montreal, New York, San Francisco, Seoul, Sydney, Tokyo, and Toronto. Lazard‘s business is a diversified, global investment platform that focuses on managing assets.
Funds managed
Key personnel
William Holzer, Managing Director, Portfolio Manager
William is a Managing Director of Lazard Asset Management and a Portfolio Manager of the Global Thematic Equity product. He began working in the investment field in 1971. Prior to joining Lazard in 2003, William worked at Scudder, where he initiated the Global Thematic Product in 1986. He’s been the senior Portfolio Manager on this product since its inception. Before moving to Scudder, he was a credit analyst at Bankers Trust. William received an MBA from New York University and a BA in Economics from the University of Lancaster.
Nick Bratt, Managing Director, Portfolio Manager
Nick is a Managing Director of Lazard Asset Management and a Portfolio Manager on the Global Thematic Equity product. He began working in the investment field in 1973. Prior to joining Lazard in 2003, Nick served in various capacities at Scudder, including Head of International Portfolio Management, Head of the Global Equity Group and Global Chief Investment Officer. His most recent role had been as Director of Global Products at Deutsche. Nick attended Columbia University on a Fulbright scholarship, and holds a BA in Politics & Philosophy and in Economics from St. John’s College of Oxford University. He’s Director of the Korea Society and an Advisory Director of Maison Francaise. He’s also fluent in French and reads German.
Irene T. Cheng, Managing Director, Portfolio Manager
Irene is a Managing Director of Lazard Asset Management and a Portfolio Manager on the Global Thematic Equity product. She began working in the investment field in 1984. Prior to joining Lazard in 2003, Irene was a senior international equity Portfolio Manager with Scudder. She’s also worked as a Research Analyst with Blackstone Group and Sanford Bernstein. Irene has an MBA from Harvard Business School, a BA in Chemistry from Harvard University and an MS in Chemical Engineering from MIT. She speaks some French and Mandarin.
Andrew Norris, Managing Director, Portfolio Manager
Andrew is a Managing Director of Lazard Asset Management and a Portfolio Manager on the Global Thematic Equity product. He began working in the investment field in 1973. Prior to joining Lazard in 2003, Andrew worked at Zurich Scudder as a Managing Director and product investment specialist. Before joining Scudder, he served in various capacities at Barings, including as Head of Global Equity Capital Markets, Head of Equity Syndicate and Head of Barings’ Middle East Office. He’s studied at Edinburgh University and at the Middle East Centre for Arabic Studies in Lebanon. He’s fluent in French and Arabic.
Why Advance selected Lazard
Lazard’s thematic approach is a unique process, which we believe has the opportunity to add significant value within our overall Multi-Blend. It complements our thematic approach to asset allocation at the diversified level.
- Integrated global platform, where asset management is a material part of the overall business.
- The Global Thematic team members work together effectively and possess complementary investment approaches.
- It’s a process that’s been well developed and tested over the years.
- Thematic views and bottom-up research fit well together.
