Senior investment professional with extensive experience creating customized outcome-oriented multi-asset solutions. Expertise designing custom glidepaths for Target Date Funds (retirement platforms) and constructing bespoke asset allocation solutions. Key role in investment manager selection & ...
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Senior investment professional with extensive experience creating customized outcome-oriented multi-asset solutions. Expertise designing custom glidepaths for Target Date Funds (retirement platforms) and constructing bespoke asset allocation solutions. Key role in investment manager selection & due-diligence. Established track-record directing wide range of research initiatives and building firmwide analytics platforms. Proven success in effective full-cycle strategy execution from high level concept through implementation including cross-business consensus and change management.
INVESTMENTS
• Strategic Asset Allocation
• Custom Target Date Fund Design
• Manager Selection &Due-diligence
• Multi-Asset Solutions (OCIO)
• Liquid & Illiquid assets
RESEARCH
• Original Retirement/Defined Contribution Research
• Outcome Oriented Research
• Quantitative Research
• White papers
ANALYTICS
• Innovative firmwide analytics
• Risk Analytics
• Portfolio Characteristics
• Performance Attribution
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