Cleo Chang Email & Phone Number

• Built ETF business unit infrastructure and enabled ACI to become rapidly growing ETF issuer in United States with 98% of net flows generated from external client accounts; delivered AUM growth with 5-year CAGR of 119% ($0.3B in 2018 to $15B in 2022) with explosive growth of 55% CAGR from 2020 to 2022. • Led ETF business to become recognized as innovative leader across United States, winning multiple industry awards in 2019, 2020, and 2021; positioned ACI as first firm to successfully… Show more • Built ETF business unit infrastructure and enabled ACI to become rapidly growing ETF issuer in United States with 98% of net flows generated from external client accounts; delivered AUM growth with 5-year CAGR of 119% ($0.3B in 2018 to $15B in 2022) with explosive growth of 55% CAGR from 2020 to 2022. • Led ETF business to become recognized as innovative leader across United States, winning multiple industry awards in 2019, 2020, and 2021; positioned ACI as first firm to successfully launch semi-transparent active ETFs in US. • Drove multi-year digital transformation project to overhaul Investment Communications and Investment Presentations Teams; delivered 30% expense reduction, productivity increase of 430%, on-time delivery rate of 99%, and reduced error rate by 80%. • Led modernization effort, restructuring Client Portfolio Management Team from siloed asset class structure to hybrid structure with Asset Class Specialists and Portfolio Solutions Specialists; transformed team into one of highest rated teams at ACI per annual internal business partner survey in 2020 and 2021. Show less

• Set and executed multi-year roadmap to expand and advance investment capabilities; played active role in business development and client facing activities, significantly contributing to overall growth of firm.• Led investment team to become 2nd largest model portfolio in US with $50B in discretionary assets. • Designed and developed industry leading Wilshire Liquid Alternative Index in 2014, reputed as key milestone for firm. • Built industry leading investment team with limited… Show more • Set and executed multi-year roadmap to expand and advance investment capabilities; played active role in business development and client facing activities, significantly contributing to overall growth of firm.• Led investment team to become 2nd largest model portfolio in US with $50B in discretionary assets. • Designed and developed industry leading Wilshire Liquid Alternative Index in 2014, reputed as key milestone for firm. • Built industry leading investment team with limited resources and navigated business through financial crisis in 2008 with minimal employee turnover. Show less

Mba, Finance

Education record