Investment executive with 16+ years of experience in Index Management and Portfolio Construction. Expertise in using performance analysis to drive insightful conversations with clients and prospects. Index and ETF Expert | Performance Analysis | Sales, marketing and public relations ...more

Investment executive with 16+ years of experience in Index Management and Portfolio Construction. Expertise in using performance analysis to drive insightful conversations with clients and prospects. Index and ETF Expert | Performance Analysis | Sales, marketing and public relations support Email: SBruno2@Verizon.net Entrepreneurial investment executive with experience in overseeing and managing investments and developing investment strategies. Expertise in portfolio and index management, quantitative research and product development spanning multiple asset classes including both physical and derivative instruments. Possess a strong track record of product innovation by translating sophisticated investment ideas into rules-based indices that generate compelling risk, return and diversification attributes. Excel at providing sales, marketing, and media support to drive brand awareness and assets into the products. Work effectively at team and relationship building, staffing, training and mentoring. A well-organized, strong leader who is pragmatic and an able communicator at all levels. CORE COMPETENCIES: *Investment Strategy Development *ETFs *Portfolio Construction *Strong Oral and Written Communication Skills *Index Development and Management *Performance Analysis *Team Building & Leadership *Strong Attention to Detail *Thought Leadership *Cross-Functional Collaboration ACCOMPLISHMENTS *Built and grew two different passive index-based ETFs from 0 to $1B+ in AUM by creating and applying models using replication and arbitration strategies that delivered consistent returns. *Three-time winner of the etfExpress Award for “Best Alternative ETF Provider” (2015, 2017, 2019). *Co-authored and published numerous papers including “A Multi-Asset Approach to Inflation Hedging for a US Investor”, “Hedge of Least Regret: Benefits of Managing International Equity Currency Risk with a 50-Percent Hedging Strategy” and “Selecting a Hedge Fund Replication Approach”. Contact me at (631) 897-5635 or SBruno2@Verizon.net for index and ETF opportunities.less