Gary Lowe Email & Phone Number

Springfield, Massachusetts, Us

Collaborated with Investment Directors on manager selection process, risk monitoring, performance analysis, and asset allocation models. Voting member of Investment Committee. Directing investment research and product initiatives.Streamlined manager selection process. Enhanced portfolio risk monitoring system. Increased data quality initiatives.Coordinated with data vendors and researchers on data integration and model development. Product owner for internal investment risk platform. Partner with data science researchers to explain business needs, prioritize projects, and ensure accurate implementation of investment research.Business representative for market materials automation project using Seismic. Coordinating data connectivity between market data and Seismic systems.

Boston, Ma, Us

Member of AQE’s senior leadership team that defined strategic direction, established business strategy, and set investment research agenda.Broad responsibilities as a team leader and a hands-on individual contributor for ESG implementation, data management, investment research, risk management, and portfolio construction projects.Managed over $4B in global active quantitative equities mandates. Lead portfolio manager for ESG integrated and socially screened products. Monitored compliance to client-specified restrictions and constraints.Supported client communications regarding portfolio performance, positioning, and thought leadership activities. Presented marketing materials with sales team to prospective clients.Product Owner for agile front office platform. Groomed product backlog and prioritized business requirements. Collaborated with internal stakeholders to refine stories for the scrum team’s sprint goals.Represented portfolio managers on firm-wide initiatives. IT Steering Committee voting member. Collaborative committee to define IT strategic roadmap and coordinate technology spending for the organization.Market data manager for data governance and data management. Integrated ESG and financial data into research and investing processes. Organized vendor onboarding. Managed team of India-based data analysts responsible for quality control and quality assurance.Facilitated ESG/SRI process design and integration. Proven track record of implementing ESG data and metrics into investment processes.Performed back-testing and simulation for ESG client engagement. Problem-solving with clients to create innovative low-carbon products. Prepared carbon impact materials for client’s board meetings.Oversaw client onboarding of new business. Supported the responses to RFP and due diligence requests. Coordinated with stakeholders to develop and implement new funds. Worked with the trading and external managers on portfolio transitions.

Boston, Ma, Us

Designed and implemented risk controls and portfolio construction procedures. Fulfillment of audit, compliance, and regulators requirements. Created a scalable and flexible risk monitoring and portfolio analytics system.Supervised team of portfolio managers, business analysis, and technology developers. Managed direct reports for portfolio construction technologies. Mentored team's professional development.Managed the monitoring and rebalancing of accounts based on deviation from model portfolio positioning portfolio by the implementation solutions team. Defined portfolio objectives and tolerances.Expediated portfolio construction tools conversion from Barra to Axioma optimization system. Significant cost savings on market data with no loss of functionality or portfolio services.Managed over $6B in separately managed accounts (SMA), commingled funds, ETFs, and mutual funds for global and emerging markets strategies. Completed rebalancing and managed FX/futures. Responded to corporate actions. Monitored portfolio deviation from targets and risk exposures. Oversaw challenging funds with complicated structure and ethical/social restrictions.Presented investment capabilities to prospective clients. Communicated consistent systematic investing process improvements and portfolio performance attribution to clients.Coordinated fund launches for enhanced emerging markets, global long-short, and Risk On/Risk Off ETF (RORO) ETF. Designed risk monitoring and portfolio implementation process. Collaborated on research and implementation of the portfolios. Coordinated with prime brokers. Managed accounts and communicated to clients and the ETF oversight board.Founding member of Best Practice Working Group. Leadership task force committed to improving processes and mitigating operational risk across investment teams.

Boston, Ma, Us

Designed and implemented portfolio construction technology platform for over 150 global portfolios used in Boston, London, Toronto, Sydney, and Tokyo. Significantly improved portfolio management accuracy and increased scalability. Increase, by 25%, the number of funds covered by individual portfolio managers. Planned and executed enhancements to stock restriction policies and systems.Managed over $11B in 14 separate US domestic and global low-risk equity portfolios. Ensured proper setup and compliance to asset management agreements. Completed periodic rebalancing. Monitored portfolio performance and risk exposures. Responded to corporate actions. Presented portfolio positioning and model enhancements to clients. Conveyed company value proposition, model design, and portfolio management processes to prospects. Demonstrated detailed system presentations.Researched and tested investment ideas for model innovations and enhancements. Partnered with IT to properly implement and maintain alpha model processes and documentation.Managed department disaster recovery policy and response. Performed semi-annual disaster recovery exercises. Ensuring all portfolio managers and support professionals understand DR responsibilities and policies.

Boston, Ma, Us

Performed quantitative research for equity, fixed income, fund-of-fund, and alternative investment products. Working with investment professionals to research and implement investment management and portfolio construction concepts.Designed and implemented US Industry Model for low-risk equity mandates. Performed research and implemented production processes for a bottom-up and top-down industry selection model. Directed modeling of style timing investment products. Enhanced growth-value style timing model for fund-of-fund investment products. Coordinated the reporting of model signals and the trade execution strategies. Organized the integration of analytical data sources. Performed data trials and testing. Organized vendor onboarding and data integration into investment models. Performed data analysis on fund-of-fund strategies for completion fund recommendations. Developed portfolio modeling system based on Tukey lambda distribution. Consulting with clients on asset allocation investments. Completed analysis of alternative quantitative investment strategy that used equity, fixed income, and alternative investments. Communicated to senior leadership investment strategy and risks.

Boston, Ma, Us

Performed statistical analysis for eye disease studies into Macular Degeneration. Supporting physicians and clinicians in data analysis and reporting for academic papers and research grants.Designed and implemented data collection systems. Translated clinician requirements into system enhancements. Reduced errors by optimizing data collection methods. Created user GUI for data entry platform. Designed data diagnostics systems. Ensured data quality and integrity.Driving department growth from 2 research grants to 5 research grants. Co-authored a paper in a research journal:Carol M Mangione MD, Peter R Gutierrez, Gary Lowe, E.John Orav, Johanna M Seddon, MD. “Influence of age-related maculopathy on visual functioning and health-related quality of life.” American Journal of Ophthalmology Vol. 128 Issue 1 p45–53 (July 1999)

Master Of Science, Statistics

Bachelor Of Science - Bs, Mathematics And Computer Science

Bachelor Of Science - Bs, Mathematics