null Stephanie Shu, CFA
Stephanie Shu, CFA

Stephanie Shu, CFA

Senior Portfolio Manager

  • 20 Years with the firm
  • 23 Years of industry experience

Stephanie is a senior portfolio manager. She is responsible for designing and managing fixed income smart beta/multi-factor strategies, which include the Emerging Markets Local Debt and Credit Smart Beta strategies. Stephanie 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, she managed fixed income hedge funds and systematic active strategies within the group.

Prior to joining the firm in 2000, Stephanie worked at Gifford Fong Associates where she managed a staff of 15 responsible for the development of financial risk analytics. Stephanie has been in the investment industry since 1997.

Stephanie earned an MS in finance and mathematics from Texas A&M University. She holds the CFA® designation and is a member of the CFA Institute.

Experience listed may include partial year periods.