Alan Rappaport - Pimco Income Independent Trustee
| PFN Fund | USD 7.48 0.01 0.13% |
Mr. Alan H. Rappaport serves as Independent Trustee of Pimco Income Strategy Fund II. He is Advisory Director, Roundtable Investment Partners Adjunct Professor, New York University Stern School of Business Lecturer, Stanford University Graduate School of Business and Director, Victory Capital Holdings, Inc., an asset management firm . Formerly, Member of Board of Overseers, NYU Langone Medical Center Trustee, American Museum of Natural History Trustee, NYU Langone Medical Center Vice Chairman, U.S. Trust .
| Age | 68 |
| Tenure | 12 years |
| Phone | 949 720 6000 |
| Web | https://www.allianzinvestors.com/Products/pages/16.aspx |
Alan Rappaport Latest Insider Activity
Tracking and analyzing the buying and selling activities of Alan Rappaport against Pimco Income fund is an integral part of due diligence when investing in Pimco Income. Alan Rappaport insider activity provides valuable insight into whether Pimco Income is net buyers or sellers over its current business cycle. Note, Pimco Income insiders must abide by specific rules, including filing SEC forms every time they buy or sell Pimco Income'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Alan Rappaport over a year ago Acquisition by Alan Rappaport of 1649 shares of Victory Capital subject to Rule 16b-3 |
Pimco Income Management Performance (%)
The company has Return on Asset of 3.36 % which means that on every $100 spent on assets, it made $3.36 of profit. This is considered to be average in the sector. In the same way, it shows a return on shareholders' equity (ROE) of 3.81 %, implying that it generated $3.81 on every 100 dollars invested. Pimco Income's management efficiency ratios could be used to measure how well Pimco Income manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Showing other executives | One Year Return | ||
| Michael Megaris | Guggenheim Strategic Opportunit | 35 | |
| Christopher Morin | Pimco Dynamic Income | 40 | |
| Jay Fife | Blackrock Muniholdings Closed | 51 | |
| James Howley | Guggenheim Strategic Opportunit | 47 | |
| Janey Ahn | BlackRock Limited Duration | 46 | |
| Robert Hubbard | Blackrock Muniholdings Closed | 63 | |
| Kimberly Scott | Guggenheim Strategic Opportunit | 45 | |
| Jay Fife | BlackRock Limited Duration | 51 | |
| Jay Fife | BlackRock Core Bond | 51 | |
| Michael Castellano | BlackRock Core Bond | 75 | |
| Colleen Miller | Pimco Dynamic Income | 41 | |
| Robert Hubbard | BlackRock Limited Duration | 63 | |
| James CFA | BlackRock Core Bond | 48 | |
| Michael Castellano | Blackrock Muniholdings Closed | 75 | |
| Joanna Catalucci | Guggenheim Strategic Opportunit | 53 | |
| Frank Fabozzi | BlackRock Core Bond | 73 | |
| Catherine Lynch | Blackrock Muniholdings Closed | 60 | |
| Michael Castellano | BlackRock Limited Duration | 75 | |
| James Jacobson | Pimco Dynamic Income | 75 | |
| William Ogden | Pimco Dynamic Income | 75 | |
| Bijal Parikh | Pimco Dynamic Income | 43 | |
Management Performance
| Return On Equity | 3.81 | ||||
| Return On Asset | 3.36 |
Pimco Income Strategy Leadership Team
Elected by the shareholders, the Pimco Income's board of directors comprises two types of representatives: Pimco Income inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Pimco. The board's role is to monitor Pimco Income's management team and ensure that shareholders' interests are well served. Pimco Income'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, Pimco Income's outside directors are responsible for providing unbiased perspectives on the board's policies.
| David Fisher, Independent Trustee | ||
| Stacie Anctil, Assistant Treasurer | ||
| Bradley Todd, Treasurer | ||
| Joshua Ratner, Vice President Secretary and Chief Legal Officer | ||
| William Galipeau, Treasurer, Principal Financial & Accounting Officer | ||
| Christopher Morin, Assistant Treasurer | ||
| WuKwan Kit, Vice President, Senior Counsel and Secretary | ||
| Joseph Kittredge, Independent Trustee | ||
| Ryan Leshaw, Assistant Secretary | ||
| James Jacobson, Independent Trustee | ||
| Eric Johnson, Vice President | ||
| Brandon Evans, Assistant Treasurer | ||
| Trent Walker, Assistant Treasurer | ||
| Hans Kertess, Non-Executive Independent Chairman of the Board of Trustee | ||
| Jason Nagler, Assistant Treasurer | ||
| Sarah Cogan, Independent Trustee | ||
| Keisha AudainPressley, Chief Compliance Officer | ||
| Peter Strelow, President, Principal Executive Officer | ||
| Deborah DeCotis, Independent Chairman of the Board, Trustee | ||
| Erik Brown, Assistant Treasurer | ||
| Bradford Gallagher, Independent Trustee | ||
| John Maney, Trustee | ||
| Colleen Miller, Assistant Treasurer | ||
| Jeffrey Byer, Vice President | ||
| Alan Rappaport, Independent Trustee | ||
| Bijal Parikh, Assistant Treasurer | ||
| Elizabeth Duggan, Senior Vice President | ||
| William Ogden, Independent Trustee | ||
| H Zhang, Assistant Treasurer | ||
| Brian Pittluck, Vice President |
Pimco 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 Pimco Income 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.
| Return On Equity | 3.81 | ||||
| Return On Asset | 3.36 | ||||
| Profit Margin | (157.79) % | ||||
| Operating Margin | 86.92 % | ||||
| Current Valuation | 843.16 M | ||||
| Shares Outstanding | 76.86 M | ||||
| Shares Owned By Institutions | 11.28 % | ||||
| Number Of Shares Shorted | 59.88 K | ||||
| Price To Earning | 14.72 X | ||||
| Price To Book | 0.80 X |
Pair Trading with Pimco Income
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 Pimco Income 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 Pimco Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Pimco Fund
| 0.87 | TDF | Templeton Dragon Closed | PairCorr |
| 0.95 | PHK | Pimco High Income | PairCorr |
| 0.72 | PEO | Adams Natural Resources | PairCorr |
Moving against Pimco Fund
| 0.86 | VVR | Invesco Senior Income | PairCorr |
| 0.58 | MRK | Merck Company Fiscal Year End 6th of February 2025 | PairCorr |
| 0.52 | JNJ | Johnson Johnson Sell-off Trend | PairCorr |
| 0.35 | PG | Procter Gamble | PairCorr |
The ability to find closely correlated positions to Pimco Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco Income 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 Pimco Income - 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 Pimco Income Strategy to buy it.
The correlation of Pimco Income 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 Pimco Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Income Strategy 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 Pimco Income 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.Other Information on Investing in Pimco Fund
Pimco Income financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Income security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |