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Stephanie Shu
Portefeuillebeheerder-Aandelen bij
Insight North America LLC
Profiel
Ms. Stephanie Shu, CFA, is a Senior Portfolio Manager at Insight North America LLC.
She joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight.
She is responsible for designing and managing fixed income efficient beta/beta plus strategies, which include the emerging markets local debt, global investment grade credit, fallen angels and global high yield efficient beta/beta plus strategies.
Prior to joining Mellon Investments, she worked at Gifford Fong Associates where she managed a staff of 15 responsible for the development of financial risk analytics.
Ms. Shu earned an MS in finance and mathematics from Texas A&M University.
Stephanie is a CFA charterholder and is a member of the CFA Institute.
Actieve functies van Stephanie Shu
| Bedrijven | Functie | Begin |
|---|---|---|
Insight North America LLC
 Insight North America LLC Investment ManagersFinance INA offers a wide variety of fixed income, risk management strategies including currency risk management and liability driven investing, absolute return and multi-asset capabilities. The firm’s fixed income investment philosophy aims to deliver consistent performance by virtue of two key investment principles: precision and diversification. They utilize top-down views and bottom-up credit assessments through asset allocations on an active and dynamic basis. | Portefeuillebeheerder-Aandelen | 01-09-2021 |
Eerdere bekende functies van Stephanie Shu
| Bedrijven | Functie | Einde |
|---|---|---|
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Portfolio Manager-Fixed Income | 01-09-2021 |
Gifford Fong Associates, Inc.
 Gifford Fong Associates, Inc. Investment ManagersFinance GFA follows a disciplined quantitative investment philosophy and utilizes an advanced optimization model for examining the risk exposures and characteristics of managed portfolios. The method of analysis they use is quantitatively driven, highly risk controlled approach designed to achieve incremental return over and above a specified benchmark. This strategy is based on the highest quality investment technology for portfolio structuring. The process employed can customize the product to achieve a wide range of risk exposures and equity mandate objectives. | Corporate Officer/Principal | - |
Opleiding van Stephanie Shu
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| Bedrijven in privébezit | 5 |
|---|---|
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fudan University
 Fudan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gifford Fong Associates, Inc.
Gifford Fong Associates, Inc. Investment ManagersFinance GFA follows a disciplined quantitative investment philosophy and utilizes an advanced optimization model for examining the risk exposures and characteristics of managed portfolios. The method of analysis they use is quantitatively driven, highly risk controlled approach designed to achieve incremental return over and above a specified benchmark. This strategy is based on the highest quality investment technology for portfolio structuring. The process employed can customize the product to achieve a wide range of risk exposures and equity mandate objectives. | Finance |
Insight North America LLC
Insight North America LLC Investment ManagersFinance INA offers a wide variety of fixed income, risk management strategies including currency risk management and liability driven investing, absolute return and multi-asset capabilities. The firm’s fixed income investment philosophy aims to deliver consistent performance by virtue of two key investment principles: precision and diversification. They utilize top-down views and bottom-up credit assessments through asset allocations on an active and dynamic basis. | Finance |
