Crossmark CEO details values-based investing strategy in asset management
1 report, 1 independent
Updated Sep 21
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What happened
Bob Doll joined Crossmark as CEO and CIO, bringing decades of experience from firms including Nuveen and BlackRock. Crossmark's values-based investing roots date back to 1987. The firm offers two ETFs, the Crossmark Large Cap Growth ETF and the Crossmark Large Cap Value ETF, which launched in July 2025. The strategy blends a 75% quantitative multi-factor score with a 25% values-based score, which is rerun daily.
From yahoo.com
Why it matters
Crossmark operates in the asset management space alongside industry giants like BlackRock. The firm's strategy is influenced by the current economic cycle and elevated valuations, noting sector overweights in financials and underweights in consumer staples and healthcare.
From yahoo.com