William Zitelli - Cbre Clarion VP

IGR Fund  USD 5.68  0.04  0.71%   
William Zitelli is Fund Manager at Cbre Clarion Global
Mr. William E. Zitelli is Chief Compliance Officer and Secretary of CBRE Clarion Global Real Estate Income Fund. He is General Counsel of CBRE Clarion Securities LLC since 2007 Chief Compliance Officer of CBRE Clarion Securities LLC .
Age 50
Tenure 17 years
Phone610-995-2500
Webhttps://www.cbreclarion.com/ourfunds/Global-Real-Estate-Income-Fund/Pages/default.aspx

Cbre Clarion Management Performance (%)

The company has Return on Asset of 1.41 % which means that on every $100 spent on assets, it made $1.41 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (17.08) %, meaning that it generated no profit with money invested by stockholders. Cbre Clarion's management efficiency ratios could be used to measure how well Cbre Clarion manages its routine affairs as well as how well it operates its assets and liabilities.
Cbre Clarion Global has 355.68 M in debt with debt to equity (D/E) ratio of 0.41, which is OK given its current industry classification. Cbre Clarion Global has a current ratio of 0.06, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Cbre Clarion until it has trouble settling it off, either with new capital or with free cash flow. So, Cbre Clarion's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Cbre Clarion Global sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Cbre to invest in growth at high rates of return. When we think about Cbre Clarion's use of debt, we should always consider it together with cash and equity.
CBRE Clarion Global Real Estate Income Fund specializes in investments in various property types, including office, retail, diversified, apartments, industrials, hotels, healthcare, and storage. The fund employs fundamental analysis to create its portfolio. CBRE Global operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not classified under any group at the present time.

Management Performance

Cbre Clarion Global Leadership Team

Elected by the shareholders, the Cbre Clarion's board of directors comprises two types of representatives: Cbre Clarion inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Cbre. The board's role is to monitor Cbre Clarion's management team and ensure that shareholders' interests are well served. Cbre Clarion's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Cbre Clarion's outside directors are responsible for providing unbiased perspectives on the board's policies.
Asuka Nakahara, Independent Trustee
T Ferguson, Chairman of the Board of Trustees, President, Chief Executive Officer
Heidi Stam, Independent Trustee
William Zitelli, Chief Compliance Officer, Secretary, Chief Compliance Officer of Ing Clarion Real Estate Securities LP and VP of Ing Clarion Real Estate Securities LP
Frederick Hammer, Independent Trustee
Jonathan Blome, CFO, Principal Accounting Officer, Treasurer and Sr. VP -ING Clarion Real Estate securities L P
John Bartholdson, Independent Trustee
Robert Tull, Chief Compliance Officer, Company Secretary
Richard Sutton, Independent Trustee
Leslie Greis, Independent Trustee

Cbre Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Cbre Clarion a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Cbre Clarion

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cbre Clarion position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cbre Clarion will appreciate offsetting losses from the drop in the long position's value.

Moving together with Cbre Fund

  0.79KF Korea ClosedPairCorr

Moving against Cbre Fund

  0.83BTO John Hancock FinancialPairCorr
  0.82NDP Tortoise Energy IndePairCorr
  0.81EMO Clearbridge Energy MlpPairCorr
  0.79NTG Tortoise Mlp ClosedPairCorr
  0.77RQECX Resq Dynamic AllocationPairCorr
The ability to find closely correlated positions to Cbre Clarion could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cbre Clarion when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cbre Clarion - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cbre Clarion Global to buy it.
The correlation of Cbre Clarion is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cbre Clarion moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cbre Clarion Global moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cbre Clarion can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Other Information on Investing in Cbre Fund

Cbre Clarion financial ratios help investors to determine whether Cbre Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cbre with respect to the benefits of owning Cbre Clarion security.
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