Archan Basu

Archan Basu Email and Phone Number

Chief Investment Officer at Altar Rock @ Altar Rock
Archan Basu's Location
Lexington, Massachusetts, United States, United States
About Archan Basu

Client-centered asset allocator. Known for leading nimble, innovative teams to deliver consistent, superior investment and operating results.My focus is on the broadest questions that our clients face: purpose, goals, asset allocation, investment strategy, plan design, long-term outlook, risk budgeting, and vehicle/manager selection.My work spans asset classes (public, private and synthetic), methodologies (quant, macro, fundamental, data science, manager diligence), client segments (institutional, intermediary and private client) and the globe. I'm fortunate to have led or assisted in a handful of lasting innovations that materially improve portfolio outcomes across a wide range of client situations.

Archan Basu's Current Company Details
Altar Rock

Altar Rock

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Chief Investment Officer at Altar Rock
Archan Basu Work Experience Details
  • Altar Rock
    Chief Investment Officer
    Altar Rock Jan 2020 - Present
    Altar Rock is a Registered Investment Advisor that helps ultra wealthy families to achieve their critical lifestyle needs, multi-generational wealth transfer goals, and next-level aspirations.
  • Cresset
    Deputy Chief Investment Officer
    Cresset Jul 2021 - Dec 2022
    Chicago, Il, Us
    Created an industry-leading portfolio management function, introduced risk-aware portfolio design, and oversaw trading. Integrated acquisitions to help grow AuM from $11-27 Bn.
  • Fidelity Investments
    Svp - Head Of Portfolio Construction Guidance
    Fidelity Investments Jun 2013 - Dec 2019
    Boston, Ma, Us
    Created and led Fidelity's portfolio solutions effort for asset allocator clients, including wealth managers and CIO teams. Devised unique analytical tools; oversaw 9,000+ portfolio consultations; delivered 200+ keynotes in 30 states. Consistently generated firm's highest ever (100-200%) asset growth.
  • J.P. Morgan
    Global Head Of Portfolio Construction
    J.P. Morgan Jun 2011 - May 2013
    New York, Ny, Us
    Drove consistent application of strategic, tactical and manager views across 70+ model portfolios and $150+ Bn in private banking accounts. Led 16-person team based in New York, Columbus, London, Geneva and Singapore.
  • Alliancebernstein
    Director Of Strategic Asset Allocation
    Alliancebernstein Mar 2009 - May 2011
    Nashville, Tn, Us
    Engaged with wealthy families as well as CIOs of leading sovereign wealth funds, insurance companies, pension and endowment funds to address concerns around asset-liability matching, estate planning, spending policy and legacy portfolio migration.
  • Bernstein Private Wealth Management
    Director, Quantitative Research
    Bernstein Private Wealth Management Aug 2004 - May 2011
    New York, New York, Us
    Co-led the overhaul of Bernstein's leading-edge investment planning framework. Served as faculty head for asset allocation portion of industry’s leading FA training program supporting $45-90 Bn AuM growth.
  • Vestmark
    Ceo & Co-Founder, Lifeharbor Inc. (Sold To..)
    Vestmark Mar 2000 - Jul 2004
    Wakefield, Ma, Us
    Developed the original concept of 'portfolio manufacturing technology' for 10,000s of HNW accounts that follow a model portfolio subject to differences in tax, cashflow, restriction, or vintage. Ran the leading fintech in this niche; raised top tier VC; closed 2 enterprise customers and supported 75k+ accounts totaling $65+ Bn.
  • Gmo
    Asset Allocation Associate
    Gmo Jul 1999 - Feb 2000
    Boston, Massachusetts, Us
    Member of 5-person team that handled allocation changes, cashflows and client restrictions for 7 multi-asset mutual funds and 140 separate accounts totaling $7 Bn in AuM.
  • Mckinsey & Company
    Summer Associate
    Mckinsey & Company Jun 1998 - Aug 1998
    Us
    Assisted in the overhaul of a leading global investment bank's strategy in equities and wealth management.
  • Putnam Investments
    Quant Research
    Putnam Investments Jan 1998 - May 1998
    Boston, Massachusetts, Us
    Developed equity division's performance attribution engine.
  • Barra (Now Msci)
    Quant Research Analyst
    Barra (Now Msci) Jul 1993 - Feb 1996
    Co-author, "Neural networks in the capital markets: an information analysis", Proc. NNCM '94

Archan Basu Skills

Hedge Funds Portfolio Management Quantitative Research Finance Asset Managment Asset Allocation Investments Hidden Markov Models Svm Equities Portfolio Optimization High Frequency Trading Thomsonone Investment Strategies Alternative Investments Asset Management Venture Capital Wealth Management Quantitative Finance Derivatives

Archan Basu Education Details

  • Harvard University
    Harvard University
    Applied Mathematics & Computer Science
  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Financial Engineering

Frequently Asked Questions about Archan Basu

What company does Archan Basu work for?

Archan Basu works for Altar Rock

What is Archan Basu's role at the current company?

Archan Basu's current role is Chief Investment Officer at Altar Rock.

What is Archan Basu's email address?

Archan Basu's email address is ab****@****tal.com

What is Archan Basu's direct phone number?

Archan Basu's direct phone number is +178127*****

What schools did Archan Basu attend?

Archan Basu attended Harvard University, Mit Sloan School Of Management.

What skills is Archan Basu known for?

Archan Basu has skills like Hedge Funds, Portfolio Management, Quantitative Research, Finance, Asset Managment, Asset Allocation, Investments, Hidden Markov Models, Svm, Equities, Portfolio Optimization, High Frequency Trading.

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