Chris Sunderland Email and Phone Number
Chris Sunderland work email
- Valid
- Valid
- Valid
- Valid
Chris Sunderland personal email
Institutional Portfolio Manager 2010 - PresentClient Portfolio Manager: 2009 - 2010Sr. Portfolio Manager - U.S. Large Cap Equities: 1998 - 2008Sr. Performance Manager/Analyst: 1993 - 1998Sr. Fund Accountant: 1990 - 1993* Investment officer and Institutional Portfolio Manager at MFS Investment Management. In this role, I serve as the PM representative for the International and Global Equity strategies. I assume lead responsibility for strategically managing these franchises, partnering with distribution on investment-related and client-facing activities while contributing to alpha generation within the investment team. I regularly participate in the research process and strategy discussions, assess portfolio risk, customize portfolios to client objectives and guidelines, and manage daily cash flows. I act as a true investment professional with credibility to stand in for the portfolio managers with major institutional clients, consultants, retail due diligence teams and large financial advisors around the world.* Prior to MFS, I was an Institutional Portfolio Manager at Eaton Vance and a Client Portfolio Manager at AXA Investment Managers. I also spent the first 18 years of my career with State Street Corporation, including 10 years as a Portfolio Manager within State Street Global Advisors.* B.S. in Finance from Babson College: 1990* M.B.A. from Olin Graduate School at Babson College: 2001Specialties: Product management - equities and global asset allocation, equity portfolio management, quantitative investing, performance measurement, risk management, presentation and marketing skills, etc.
-
Institutional Portfolio ManagerMfs Investment Management Dec 2015 - PresentBoston, Ma- Responsible for representing Global Equity/Concentrated ($36b) and International Equity/Concentrated ($30b) strategies to various institutional and retail clients, consultants and prospects- Assume responsibility for strategically managing these franchises and partnering with distribution teams on investment-related and client-facing activities- Work closely with each PM team and act as a proxy for the portfolio managers in conducting regular client portfolio reviews, due diligence meetings and finals presentations- Participate in the research process and strategy discussions, asses portfolio risk, customize portfolios to client objectives and guidelines and manage daily cash flow activity- Articulate the investment process, portfolio positioning and market outlook to clients and distribution- Interface with portfolio managers, sales teams, consultant relations, relationship managers and marketing to promote, defend or increase the visibility of covered strategies- Produce quarterly commentaries, webinars, white papers, strategy videos and other marketing materials -
Institutional Portfolio Manager / Director - Equity Product ManagementEaton Vance Investment Managers Jun 2010 - Nov 2015Boston, Ma* Assume product management responsibility for U.S. Large Cap Value, Global/International, Emerging Markets equity strategies and Global Asset Allocation across all institutional and retail channels* Work closely with each investment team and act as a proxy for the portfolio managers in conducting portfolio performance reviews, finals presentations and roundtable discussions* Articulate the investment process, portfolio positioning and market outlook to external and internal clients* Interface with portfolio managers, sales teams, consultant relations, relationship managers and marketing to promote, defend and increase the visibility of all equity products* Produce various forms of content as it pertains to client pitch books, investment commentaries, white papers, videos, RFPs and other marketing materials* Collaborate with product development team to conceive and evaluate new investment strategies
-
Client Portfolio ManagerAxa Investment Managers Jan 2009 - May 2010* Managed and oversaw assigned equity products on behalf of institutional client base ($5B)* Interfaced with Research, Consultant Relations and Sales teams to develop communication content* Assisted with new business development and represent the firm in communicating our philosophy, investment process and performance to prospects, existing clients and consultants* Responsible for retaining the book of business for over 30 clients, including frequent in-person investment review meetings, roundtable discussions and conference calls* Performed competitive analysis and assist with market positioning and new product messaging efforts* Formulated relationship strategies for each client to retain clients and manage at-risk clients* Prepared quarterly strategy commentaries and assist with the production of quarterly client review content* Monitored client accounts including cash flows, performance attribution and operational oversight* Coordinated with Trading, Compliance, Performance and Research areas to address ad hoc client requests -
Senior Portfolio ManagerState Street Global Advisors Nov 2001 - Dec 2008Global Fundamental Strategies) - State Street Global Advisors * Co-manage U.S. Large Cap Core, SRI, and Concentrated Growth funds ($1.5B) - since late 2004* Outperformed relative benchmarks in 3 of the past 4 years; 2nd quartile peer ranking over 4 years* Conducted fundamental, bottom-up analysis on companies across various sectors; these efforts are augmented with support from internal research analysts focused on specific industries and quantitative financial screens; top-down analysis is also formulated with internal economists* Active in the continuous refinement and enhancement of the portfolio construction process, while applying sophisticated screening tools and a rigorous sell discipline; the result has been a dramatic improvement in portfolio performance and peer rankings since 2004*Interviewed senior executives of companies to gain additional insights and identify opportunities*Attended industry conferences and meet with sell-side analysts and strategists on a regular basis*Analyzed and interpret sector/industry attribution analysis and portfolio risk characteristics* Wrote periodic commentaries reviewing portfolio and market performance* Developed, constructed and launched new products (U.S. Concentrated Growth) while participating in the marketing effort to internal clients and external prospects* Conducted new business presentations and client reviews on a regular basis, including investment philosophy, strategy, portfolio performance and economic outlook
-
Portfolio ManagerState Street Global Advisors Jan 1998 - Jan 2001Active Quantitative Equities) - State Street Global Advisors * Assisted in managing the U.S. Large Cap Core and U.S. Large Cap Value funds ($2B total AUM)* Researched, collected and backtested financial data to be included in our quantitative model* Generated paper portfolios and simulations to determine predictive factors* Routinely evaluated and modified the portfolio construction process* Monitored daily cash flow activity and executed trades for all portfolios* Worked closely with product engineers to explain and articulate the investment process* Assisted marketing and client service areas with presentations and portfolio updates
-
Senior Performance AnalystState Street Global Advisors Jan 1996 - Jan 1998
-
Performance AnalystState Street Corporation (Performance & Analytics) Jan 1992 - Jan 1996
-
Senior Fund AccountantState Street Corporation (Mutual Funds) Jan 1990 - Jan 1992
Chris Sunderland Skills
Chris Sunderland Education Details
-
Portfolio Management -
Finance
Frequently Asked Questions about Chris Sunderland
What company does Chris Sunderland work for?
Chris Sunderland works for Mfs Investment Management
What is Chris Sunderland's role at the current company?
Chris Sunderland's current role is Institutional Portfolio Manager at MFS Investment Management.
What is Chris Sunderland's email address?
Chris Sunderland's email address is cs****@****nce.com
What schools did Chris Sunderland attend?
Chris Sunderland attended Babson College - Franklin W. Olin Graduate School Of Business, Babson College.
What are some of Chris Sunderland's interests?
Chris Sunderland has interest in Social Services, Children, Playing With My Kids, Traveling, Environment, Cycling, Basketball, Music, Personal Investing, Human Rights.
What skills is Chris Sunderland known for?
Chris Sunderland has skills like Equities, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Risk Management.
Who are Chris Sunderland's colleagues?
Chris Sunderland's colleagues are Richard Hawkins, Mark Foley, James Compere, Raes Janf, Gloria Martin, Mardai Buchan, Premalatha Soundararajan.
Not the Chris Sunderland you were looking for?
-
Chris Sunderland
Recent Graduate Of The University Of Denver. Ms In Data Science.Denver Metropolitan Area -
-
Chris Sunderland
Leander, Tx5gmail.com, pcpcdirect.com, pcpcdirect.com, hp.com, sequeldata.com4 +183291XXXXX
-
2coyote.com, coyote.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial