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@thecapitalgroup.com
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1 phone found area 800
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Clyde B. is listed as Transforming advisory services with advanced investment strategies at Fingage, based in Los Angeles, California, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 800, and a matched LinkedIn profile for Clyde B..
Clyde B. previously worked as VP, Product Management at Fingage and VP, Investment Analyst, Multi-Asset Solutions at Capital Group. Clyde B. holds B.S., Mathematics/Economics, Specialization Program In Computing from Ucla.
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With over 20 years of investment experience in portfolio construction and risk management, Clyde is a seasoned professional who combines quantitative research skills, multi-asset strategy expertise, and client engagement abilities. He has expertise in applying machine learning and econometric techniques, as well as a proven track record of delivering research-driven insights, developing and managing portfolio-of-fund solutions, and engaging with diverse investors and stakeholders across global markets.Clyde is passionate about applying knowledge and skills to address complex investment challenges and creating value for investors and organizations. He holds a Masters in Financial Engineering, as well as certifications in Advanced Risk and Portfolio Management and Machine Learning.
Listed skills include Fixed Income, Derivatives, Portfolio Management, Matlab, and 20 others.
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San Francisco, Ca, Us
Fingage is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings. Advisors can access portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, personalized glide paths, and much more - all from a single, user-friendly, white-labelled platform.
Los Angeles, Ca, Us
Senior analyst and researcher. Led core research on asset-allocation and strategy-selection, designed and managed portfolio-of-fund solutions. Helped investors align their investment objectives with multi-asset investment solutions – including strategies for income & wealth management; and “target-date” strategies for retirement & college-expense preparedness.The team: asset-allocation business unit, established in 2019, served by seasoned investment professionals to steward $400Bn+ in multi-fund assets for institutional and retail clients across US, Europe & Asia.
Los Angeles, Ca, Us
Senior client-specialist and researcher. Led client-oriented research, contributed to development and execution of the team’s business strategy, and produced investment insights & solutions for clients in Asia & Europe. Engaged clients as subject-matter-expert on asset allocation and portfolio construction. Produced creative, analytical solutions in support of sales and product development.The team: established in 2015, a client-facing business unit within the global sales organization. Comprised of capital market strategists and quantitative researchers, the team provides risk-aware investment services to clients both in the U.S. and abroad.
Santa Monica, Ca, Us
LEADERSHIP:Managing member of the Multi-Asset Class Taskforce, an executive-sponsored initiative to refine and extend the multi-asset class portfolio management productMARKET BUILDING:Speaker at the Application of Bond Valuation and Development of Exchange Bond Market Seminar, hosted by China Securities Index Co., Ltd (CSI): - Location: Shanghai, China - Date: May 21, 2015 - Topic: Fixed Income Securities Valuation - Market Practices and Regulatory Requirements - Addt'l Speakers Representing: Shanghai Stock Exchange, Shenzhen Stock Exchange, China Southern Fund, Zhongou AMCSpeaker at the Joint IBSS-Wilshire 2015 Seminar: - Location: International Business School, Xi'an Jiaotong-Liverpool University (XJLU) in Suzhou, China - Date: Feb 04, 2015 - Topic: Cross-Asset Class Risk in a Multi-Factor Model SettingSpeaker at Wilshire Analytics’ 2012 Autumn EMEA Client Conference: - Location: London, United Kingdom - Date: Oct 04, 2012 - Session 1: Pushing Boundaries: Monte Carlo Parameters in Abnormal Markets - Session 2: An Analytical Duel: Multifactor Yield Curve Analysis, Key Rate vs. Level/Slope/CurvatureRESEARCH:Mandate includes methodology development and design enhancements on the firm’s quantitative asset management and risk management products. Key contributions include: - Commodity Futures Risk module for multi-asset class product - Monte Carlo Risk Analysis module for multi-asset class risk management productTECHNICAL COMPETENCIES:Expert knowledge of portfolio management techniques, fixed income and equity markets and interest rate derivatives.ADDITIONAL COMPETENCIES:Outstanding communication and leadership for conveyance of complex quantitative concepts to clients and third-parties.
Newport Beach, California, Us
Projects:Assisted in quantitative strategy research including global tactical asset allocation (GTAA) concepts using advanced econometric tools in asset pricing and asset allocationInvestigated long-short investment strategies focusing on price-return momentum and momentum-reversal across asset classes including domestic, international and emerging market equities and debt, commoditiesPerformed fund performance attribution analysis of investment management firms
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Clyde B. works for Fingage.
Clyde B. is listed as Transforming advisory services with advanced investment strategies at Fingage.
AeroLeads has found 1 work email signal at @thecapitalgroup.com for Clyde B. at Fingage.
AeroLeads has found 1 phone signal(s) with area code 800 for Clyde B. at Fingage.
Clyde B. is based in Los Angeles, California, United States while working with Fingage.
Clyde B. has worked for Fingage, Capital Group, Wilshire Associates, and Research Affiliates.
You can use AeroLeads to view verified contact signals for Clyde B. at Fingage, including work email, phone, and LinkedIn data when available.
Clyde B. holds B.S., Mathematics/Economics, Specialization Program In Computing from Ucla.
Clyde B. is listed with skills including Fixed Income, Derivatives, Portfolio Management, Matlab, Risk Management, Equities, Sas, and Valuation.
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