Thomas Danielson

Thomas Danielson Email and Phone Number

Freelance Quant and Thought Partner @ Boston, MA, US
Boston, MA, US
Thomas Danielson's Location
Greater Boston, United States
About Thomas Danielson

I am a people-first quant, who helps busy investors deploy math aligned with their objectives and strengths to make their lives easier. I believe that the application of math is deeply personal and is more effective when developed and enhanced in partnership with investors on the basis of a consistent feedback loop. Well designed quantitative feedback loops are both internal and external, helping investment teams build trust in their process (tightening the connection between expectations, process and performance) as well as providing constituencies and clients with rigorous trusted context for performance and insights about positioning, to support patience with volatile performance in increasingly volatile markets.* * *While I started my career with a love of math, I found people to be more interesting, especially their varied experiences with, and views of, math. I help investors assess where and whether math can be deployed to improve dimensions of their investment processes, communication and bandwidth.In my experience, adapting investment processes to incorporate more math requires an earnest ambition to improve and the courage to acknowledge discomfort. There can be low hanging fruit, but more often much of process improvement is about curating and prototyping reasonable experiments, that build a team's awareness and understanding. Over time, any given math treatment must earn its place in the investment process through it's relevance, materiality and valuable improvement of the existing process. For math to help, the investor must also earn their stripes by developing understanding, remaining skeptical, improving their ability to interpret and synthesize the implications and ultimately the confidence to apply insights and communicate with stakeholders the evolution of the process.

Thomas Danielson's Current Company Details
Tailored Quant, LLC

Tailored Quant, Llc

Freelance Quant and Thought Partner
Boston, MA, US
Thomas Danielson Work Experience Details
  • Tailored Quant, Llc
    Freelance Quant And Thought Partner
    Tailored Quant, Llc
    Boston, Ma, Us
  • Tailored Quant, Llc
    Freelance Quant/Thought Partner
    Tailored Quant, Llc Aug 2023 - Present
    Bringing several decades of experience as an approachable quantitative resource in large firms to clients who will entertain the potential utility of quantitatively sourced insights, but find industrial software offerings efficient but also over-whelming and generic. I offer tailored services that reflect the unique investment circumstances, team ambitions and individual preferences.My expertise includes: using math to moderate bandwidth challenges (figuring out how to not care about too much), using math to improve team discussions (develop a common language, ask better questions more consistently) and coaching on appropriate interpretation of technical outputs (how to be productively skeptical).Topics may include: portfolio positioning/construction, illiquidity/PE pacing, governance/communication, manager investment risk process due diligence, and manager monitoring.
  • Wellington Management
    Investment Risk Manager
    Wellington Management Jul 2018 - Jun 2023
    Boston
    Dual role, providing oversight of long only equity strategies as well as advice and coaching to portfolio managers who sought ways to improve their investment processes. Process improvements sometimes prompted by research on the strongest and weakest aspects of their track record, complementing an awareness and appropriateness of current risks, their intentions and client expectations. Tangible recommendations typical focused on sizing positions (and factors), but often to understanding, handicapping, accepting and communicating about material risks they were taking on behalf of clients. My coverage covered most styles (Core, Growth, Value), regions (US, Int'l, EM) and cap (small/mid/large) profiles. Oversight contributions revolved around communicating concerning risks (too high or low), uncharacteristic positioning and general view of portfolio manager command of risk insights.
  • Cambridge Associates
    Managing Director
    Cambridge Associates Jul 1999 - Jul 2018
    Boston
    Nineteen years building a quantitative resource function (from 1 to 8 team members) supporting a largely qualitative investment practice, in the form of rigorous, scalable methodologies and models to frame critical investment questions (risk tolerance, asset allocation tradeoffs, monitoring portfolios), while providing a means to incorporate unique considerations of individual clients and advisors, in a firm that values adapting to specific client solutions (each client has their own portfolio). Mostly behind the scenes, supporting client facing advisors, with client interaction in cases with unusual quantitative appetites. Contributed a technical perspective on working groups from tactical asset allocation, pension liability-sensitive risk management, private wealth tax efficiency, active risk in private equity and an 18 month post in London, reviewing the unique needs of various global clients. Led recruiting efforts for team (20+ hires), mentoring and partnered in management/performance reviews.

Thomas Danielson Education Details

Frequently Asked Questions about Thomas Danielson

What company does Thomas Danielson work for?

Thomas Danielson works for Tailored Quant, Llc

What is Thomas Danielson's role at the current company?

Thomas Danielson's current role is Freelance Quant and Thought Partner.

What schools did Thomas Danielson attend?

Thomas Danielson attended Brown University.

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