Building a Distinctive Investment Boutique
The Promethos team believes in creating a collaborative environment that values diversity of ideas. Our team and investment process strive to limit bias and group think and encourage constant learning to evolve with the changing environment we live in. We set out to build a company that reflects our core values and the values of our clients, and our company tagline of "Valuing your Values" guides our everyday actions.
Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility.
Founder, Chief Investment Officer and Managing Partner
Ivka is an accomplished investor with 24 years experience managing global and international equity portfolios for retail and institutional clients. She has experience launching new investment strategies, both active and indexed, and has significant expertise in sustainable investing (ESG and SRI) and gender-lens investing. Before co-founding Promethos, Ivka was lead portfolio manager of International Strategies at Boston Advisors. Prior to joining Boston Advisors in 2015, Ivka was a senior portfolio manager at Pax World Management, where she managed the Pax World International Fund and the Pax World Global Women's Equality Fund. Before Pax World, she managed international and global portfolios at State Street Global Advisors and Baring Asset Management, and was a global equity analyst at Independence Investments and at Putnam Investments. Early in her career, Ivka worked as a management consultant to large corporations in the U.S., Europe and Latin America, including three years in Prague working on projects to privatize state-owned Czech companies.
Ivka's global investment expertise is enhanced by her experience living and working around the world and her ability to communicate effectively in English, French, German, Spanish and Czech. She earned a B.A. degree in biology from Harvard University, a Master's degree from the Fletcher School of Law and Diplomacy, and an M.B.A from INSEAD. Ivka currently serves on the boards of the Boston Economics Club, United Planet, and American Boronite Corporation.
Director of Research and Product Strategy, Managing Partner
Joe has 30 years of experience in the asset management industry with a focus on international markets. His recent role was as Executive Director at JP Morgan leading the international desk in Boston for seven years. Previously, he was an Associate Portfolio Manager at CI investment's Cambridge Advisors. There, he played a key role in all international investments for Cambridge with a focus on the Cambridge Global Fund with Alan Radlo. Joe ran a sleeve of the Global fund and was sole PM on an EAFE separate account. Before Cambridge, Joe spent nine years covering Europe and international markets for Merrill Lynch as lead of their International desk. Joe spent four years at Midland Walwyn covering Canadian markets and three years at Scudder Funds in their investment group.
Joe earned a B.A. degree in Economics from Bates College and a Master's degree in Finance from Bentley University, McCallum School of Business.
Jonathan joins Promethos with an array of industry experience in Europe. He previously worked in Luxembourg as a Client Service Operations specialist at State Street Bank and as a Financial Auditor at Mazars. Prior to that he had done internships at Brown Brothers Harriman in Luxembourg and at Banque de France in the south of France.
He earned both a Bachelor in International Business and a Master in International Finance from the Toulouse Business School in France. Jonathan speaks three languages, French, Spanish and English, and completed one year of study abroad at the University of Valencia in Spain as an undergraduate. He also has a Master of Science in Finance degree from Brandeis University.
Ash joins Promethos having previously worked as a Senior Impact analyst at Athena Capital Advisors. There he led the firm's landscape review on climate change and identified investable themes among private market strategies. He has also worked with rural electricity user groups in Nepal and worked in development consulting with SiddharthInc.
Ash is a graduate of Grinnell College with a BA in Economics and Mathematics. He is also a graduate of the Fletcher School of Law and Diplomacy at Tufts University with a Master of International Business. His thesis at Fletcher was on Sustainable Equity Funds and the Relationship of Quality Factor to Fund Performance.
1Citywire, USA, 20 Top Female Portfolio Managers in the U.S. August 31, 2018. Citywire chose women who had top-quartile absolute
returns in their discipline and the highest levels of risk-adjusted returns over the past three years.
Morningstar Ratings TM The Morningstar absolute and percentile ranks are based on average annual total return relative to all funds in the
same Morningstar category, which includes both mutual funds and ETFs, and do not include the effect of sales charges. Absolute ranks are
assigned in descending order for each fund in the category, with 1 being the top performing fund. Funds with the same performance figure are
assigned the same absolute rank. The Morningstar 5 Star Rating is for the 3-year period ended December 31, 2018 in the International Fund
Category which consists of 644 mutual funds.
U.S. Lipper Fund Awards are granted annually to the fund in each Lipper classification that achieves the highest score for Consistent Return,
a measure of its historical risk-adjusted returns, relative to peers, and honor funds that have excelled in providing consistently strong riskadjusted
performance relative to their peers.
Capital's Form ADV Part 2A which may be obtained by calling Promethos Capital at 617 784 9250 and is available on the United States
Securities and Exchange Commission’s) website at www.adviserinfo.sec.gov.