03/25/2024
Experienced:
-Managing single and
managing single asset and multi-asset class portfolios (holdings in individual equities, ETFs and funds)
-ESG data and ESG mutual funds/ETFs
investment areas; - ESG data and ESG mutual funds/ETFs
-SMA portfolio management model
Portfolio Management
-Correct indexing and tax awareness
Optimization
-Quantitative equity research
-Product and strategy innovation