Stephanie Shu, CFA
Senior Portfolio Manager
- 19 Years with the firm
- 22 Years of industry experience
Stephanie is a senior portfolio manager. She is responsible for designing and managing fixed income smart beta/multi-factor strategies (including Emerging Market Local Debt, Credit Smart Beta Strategies). She also manages fixed income ETFs and quantitative model-driven non-index strategies. She works closely with the fixed income research team for all quantitative model design and implementation. Previously, Stephanie managed fixed income hedge funds and systematic active strategies within the group.
Stephanie has been in the investment industry since 1997. Prior to joining the firm in 2000, she managed a staff of 15 responsible for financial risk analytics development at Gifford Fong Associates.
She is a member of CFA Institute. Stephanie earned an MS in finance and mathematics from Texas A&M University.
Experience listed may include partial year periods.