Nancy He, CFA, FRM, CAIA

Nancy He, CFA, FRM, CAIA

Member since May 2017

Global asset allocation hedge fund, Multi-asset strategies, Global macro, ETF-based model research and portfolio management
• Seasoned Quantitative Research Analyst and Portfolio Manager with 10+ years of experience managing global tactical asset allocation and multi-asset strategy models for portfolios of institutional and retail clients (pension funds, endowments, foundations, hedge funds, insurance companies, commingled funds and mutual funds)

• Extensive knowledge on global derivatives/ETFs spanning multiple asset classes and commodities/currencies and deep understanding of global macroeconomic indicators, portfolio construction and risk management analytics

• Substantial experiences in designing/managing/implementing infrastructure project to enhance systematic model investment processes