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Philip A. Casey (1982) is an American researcher, investor, businessman. He has made important contributions at the intersection of institutional investors, limited partners, and technology platforms. Wells Fargo's acquisition of Analytic Investors and the integration of its technology platforms into Wells Fargo Asset Management were reportedly based on his research and development.

Casey was responsible for the research and development of proprietary technology platforms at Analytic Investors. These platforms were for institutional investors and limited partners. Wells Fargo subsequently acquired Analytic Investors. The bank reportedly acquired the company to expand into high-growth technology-related areas of investment management, including data science, machine learning, and quantitative analysis.

Analytic managed $15 billion in assets under management for institutional investors and limited partners when acquired. Casey joined Wells Fargo with the acquisition. Analytic became part of Wells Fargo Asset Management (WFAM), the bank's asset management unit with $481 billion in assets under management for endowments, foundations, pension funds, and sovereign wealth funds. Casey was subsequently responsible for the research and development of the technology platforms at WFAM.

Casey holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst charters. At Stanford Graduate School of Business, he was a researcher focused on technology platforms for institutional investors and limited partners. Casey holds a PhD from Princeton University.

References

1. ^ "Hidden Fermi Liquid : Self-consistent Theory for the Normal State of High-Tc Superconductors / Philip A. Casey. - Princeton University Library Catalog". princeton.edu. Retrieved December 29, 2024.
2. ^ Armental, Maria (August 8, 2016). "Wells Fargo to Buy Analytic Investors". The Wall Street Journal. Retrieved December 29, 2024.
3. ^ Flood, Chris (February 11, 2018). "Wells Fargo staff 'shocked and upset' by scandal". Financial Times. Retrieved December 29, 2024.
4. ^ Burger, Dani (December 19, 2016). "Wells Fargo Lining Up Robot Stock Pickers for Its First Ever ETF". Bloomberg. Retrieved January 2, 2025.
5. ^ "Wells Fargo to acquire Analytic Investors". Pensions & Investments. August 8, 2016. Retrieved December 29, 2024.
6. ^ Segal, Julie (January 3, 2017). "Wells Fargo's Asset Management Arm to Launch Smart Beta Funds". Institutional Investor. Retrieved December 29, 2024.
7. Segal, Julie (October 11, 2017). "A Year After Wells Fargo Deal, Analytic Investors Branches Out". Institutional Investor. Retrieved December 29, 2024.
8. ^ Non-Academic Career Seminar - Physics Department, Princeton University at the Wayback Machine (archived 2017-03-16)
9. "Wells Fargo Asset Management-Co, Analytic Investors signed agreement for WFAM to buy Analytic". Reuters. August 8, 2016. Retrieved December 29, 2024.
10. Fantato, Damian (May 21, 2018). "Wells Fargo launches global absolute return fund". Financial Times. Retrieved December 29, 2024.

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• Business
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• United States

• Living people
• 1980s births
• Princeton University alumni
• Wells Fargo employees
• Stanford University people

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