Marc Shmerling, Cfa, Caia Email and Phone Number
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Passionate about the transformative power of finance and investment, I am Marc Shmerling, a seasoned investment professional with a relentless drive to construct and manage portfolios that not only meet but exceed client expectations. As the Director of Investment Solutions at Invesco Ltd., I lead the charge in developing innovative investment strategies that cater to a diverse range of client needs. With a robust background spanning over a decade in the finance industry, I've honed my skills across various roles including Senior Quantitative Analyst and Equity Analyst. My journey has been marked by a consistent pursuit of excellence, evident in my contributions to the growth ofInvesco's Multi-Asset Solutions Group from its inception to overseeing assets worth over $94 billion.My expertise lies in the intricate art of portfolio construction, especially in crafting custom portfolios that align with specific investment goals. Leveraging my deep understanding of financial theory and quantitative research, I've successfully launched over 70 model portfolio suites, managing assets exceeding $2 billion. My work in developing Invesco's Peak Retirement target date funds and a $1.1 billion direct/private real estate investment vehicle stands as a testament to my capability to innovate and adapt to the ever-evolving financial landscape.Proficient in R programming, I excel in quantitative research, risk management, and statistical analysis, ensuring that every investment decision is backed by rigorous data analysis and a sound theoretical foundation. My proficiency in tools like Bloomberg, FactSet, and various risk models empowers me to deliver insights that drive informed investment choices.As I look ahead, I am eager to connect with like-minded professionals and organizations that share my passion for pushing the boundaries of investment management. Whether you're seeking expertise in portfolio construction, asset allocation, or quantitative analysis, I am here to offer solutions that drive growth and success.Let's explore how we can collaborate to achieve your investment objectives and forge a path to financial excellence.#investment #investing #finance #financialplanning #wealthmanagement #growthinvesting #investingstrategies #riskmanagement #portfoliomanagement #financetips
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Managing DirectorPaul Comstock PartnersHouston, Tx, Us -
Managing DirectorPaul Comstock Partners Aug 2024 - PresentHouston, Tx, Us -
Director Of Investment ResearchInvesco Us Mar 2023 - Aug 2024Atlanta, Ga, UsAs the Director of Investment Solutions at Invesco, I lead a team of analysts, focusing on the development and allocation of diverse portfolios. My role involves innovating investment strategies to meet client needs and driving growth within the organization. Below are some of my key accomplishments in this position:● Asset Management and Growth: Initiated the Multi-Asset SolutionsGroup, achieving $94B AUM with a 75% average growth rate. Launched over 70 model portfolios with over $2B AUM using diverse investment instruments.● Product Development: Developed a state-sponsored 529 plan, managing $3.7B with a focus on risk positioning transitions. Developed Invesco's Peak Retirement target date funds and a $1.1B direct/private real estate investment vehicle.● Ledership: Manage a team of four analysts responsible for investment research that will continue to improve the investment processes of the Multi-Asset Solutions group. -
Senior Quantitative AnalystInvesco Ltd. Mar 2018 - Mar 2023Atlanta, Georgia, UsIn my role as a Quantitative Analyst at Invesco's Quantitative Equity Research Group, I focused on developing analytical tools and models to support investment decisions and risk management. My key contributions during this period included:● Regime Analysis: Utilized Northfield's US and Global fundamental factors andinternally designated economic regimes to generate monthly regime analysisreports. Presented the results to portfolio managers and the Chief InvestmentOfficer (CIO) for strategic decision-making.● Stock Selection Models: Constructed quantitative stock selection models usedby fundamental teams to narrow their buy universe, enhancing the efficiency and effectiveness of their investment strategies.● Risk Modeling: Developed a risk model using both fundamental and principalcomponent factors to generate ex-ante tracking error for the Real EstateInvestment Trust (REIT) team, aiding in risk assessment and portfoliooptimization.● Opportunity Sets: Provided monthly opportunity sets that presented volatilityand pairwise correlations within sectors, giving portfolio managers better visibility into where analysts could most effectively focus their active management efforts.● Factor Analysis: Composed code and tested the efficacy of new fundamentalfactors, contributing to the continuous improvement of the firm's analytical capabilities. -
Equity AnalystInvesco Ltd. Jul 2010 - Mar 2018Atlanta, Ga, Us -
Senior Electrical EngineerMotorola May 2005 - Jul 2008Chicago, Illinois, Us
Marc Shmerling, Cfa, Caia Skills
Marc Shmerling, Cfa, Caia Education Details
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University Of MichiganElectrical Engineering -
University Of WashingtonComputational Finance & Risk Management -
Texas Mccombs School Of BusinessGeneral
Frequently Asked Questions about Marc Shmerling, Cfa, Caia
What company does Marc Shmerling, Cfa, Caia work for?
Marc Shmerling, Cfa, Caia works for Paul Comstock Partners
What is Marc Shmerling, Cfa, Caia's role at the current company?
Marc Shmerling, Cfa, Caia's current role is Managing Director.
What is Marc Shmerling, Cfa, Caia's email address?
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What is Marc Shmerling, Cfa, Caia's direct phone number?
Marc Shmerling, Cfa, Caia's direct phone number is +177341*****
What schools did Marc Shmerling, Cfa, Caia attend?
Marc Shmerling, Cfa, Caia attended University Of Michigan, University Of Washington, Texas Mccombs School Of Business.
What skills is Marc Shmerling, Cfa, Caia known for?
Marc Shmerling, Cfa, Caia has skills like Financial Analysis, Financial Modeling, Asset Management, Valuation, Competitive Analysis, Investments, Due Diligence, Quantitative Finance, Quantitative Research, Quantitative Analytics.
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