Senior Portfolio Manager, Efficient Beta
Current
Sep 2021 - Present
AeroLeads people directory · profile
Stephanie Shu Email & Phone Number
Senior Portfolio Manager, Systematic Fixed Income at Insight Investment
at
Insight Investment
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager, Systematic Fixed Income at Insight Investment
Location
San Francisco, California, United States
Company size
Who is Stephanie Shu? Overview
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Quick answer
Stephanie Shu is listed as Senior Portfolio Manager, Systematic Fixed Income at Insight Investment at Insight Investment, a with 871 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Stephanie Shu.
Stephanie Shu previously worked as Senior Portfolio Manager, Efficient Beta at Insight Investment and Managing Director, Senior Portfolio Manager/Fixed Income Efficient Beta at Mellon. Stephanie Shu holds Master Of Science (Ms), Finance, General from Texas A&M University.
Company email context
Email format at Insight Investment
This section adds company-level context without repeating Stephanie Shu's masked contact details.
{first}.{last}@bnymellon.com
86% confidence
AeroLeads found 1 current-domain work email signal for Stephanie Shu. Compare company email patterns before reaching out.
Profile bio
About Stephanie Shu
Experienced Portfolio Manager with 20+ years of experience; believing in systematic/quantitative/innovative investment process; managed over 5 billion active/factor-based strategies; specialize in strategy design/portfolio construction.
Listed skills include Derivatives, Portfolio Management, Fixed Income, Hedge Funds, and 11 others.
Current workplace
Stephanie Shu's current company
Company context helps verify the profile and gives searchers a useful next step.
Insight Investment
3 roles
Stephanie Shu work experience
A career timeline built from the work history available for this profile.
Managing Director, Senior Portfolio Manager/Fixed Income Efficient Beta
• Design systematic/quantitative efficient beta/beta plus solutions for clients; strategies covers systematic rule-based macro signals using various risk premium model o Emerging Market Efficient Beta Strategy o US Treasury Strip Efficient Beta Strategy o US Treasury TIP Efficient Beta Plus Strategy o Fallen Angel Efficient Beta Plus Strategy o Global Investment Grade Corp. Efficient Beta Plus Strategy o Global High Yield Efficient Beta Strategyo Finite Maturity Credit/Converts Strategy• Launched and Managed all fixed income active/ETF funds, top AUM 5 billion USD across all managed strategieso Global Fixed Income Multi-Strategy Hedge Fund (March 2009-Feb 2013)o Emerging Market Local Debt ETF/Asian Local Debt ETF (Oct 2010- Current)o Fixed Income Interest Rate Hedged ETF (December 2013-Current) • Manage and oversee all fixed income efficient beta/beta plus products (Feb 2013- Current)o Simulation/Backtest o Portfolio Construction/Model Portfolio Designo Portfolio Management System Developmento ETF Creation/Redemption Basket Transmission Processo Risk Monitor and Controlo Product Deck Design/RFPso Market Commentary/Fund Attributiono Fund Launching/Operational Setup
Nov 2000 - Sep 2021
Vice President, Project Manager
Directly reporting to CEO, managing all research staffs and developers. Primary designer and manager for firm’s second generation Derivative Pricing Modeling Tool. Primary consultant for Price-Waterhouse Coopers’ annual derivative valuation.
Aug 1997 - Nov 2000
Team & coworkers
Colleagues at Insight Investment
Other employees you can reach at insightinvestment.com. View company contacts for 871 employees →
SP
Simon Payne
Colleague at Insight InvestmentSt Albans, England, United Kingdom
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FG
Francesco Giurda
Colleague at Insight InvestmentUnited Kingdom
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KK
Kajol Kumar
Colleague at Insight InvestmentLondon, England, United Kingdom
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PH
Paul Hamilton
Colleague at Insight InvestmentGreater London, England, United Kingdom
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LM
Leonardo Moscatelli
Colleague at Insight InvestmentDublin, County Dublin, Ireland
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JS
Jingling Shi
Colleague at Insight InvestmentUnited States
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JC
Jonathan Crone
Colleague at Insight InvestmentLondon, England, United Kingdom
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ZL
Zalewski Lesley
Colleague at Insight InvestmentSan Francisco, California, United States
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PM
Peter Mclaren
Colleague at Insight InvestmentGreater London, England, United Kingdom
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SC
Sharon Costello
Colleague at Insight InvestmentGreater London, England, United Kingdom
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Simon Payne
Colleague at Insight InvestmentSt Albans, England, United Kingdom
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FG
Francesco Giurda
Colleague at Insight InvestmentUnited Kingdom
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KK
Kajol Kumar
Colleague at Insight InvestmentLondon, England, United Kingdom
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PH
Paul Hamilton
Colleague at Insight InvestmentGreater London, England, United Kingdom
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LM
Leonardo Moscatelli
Colleague at Insight InvestmentDublin, County Dublin, Ireland
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JS
Jingling Shi
Colleague at Insight InvestmentUnited States
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JC
Jonathan Crone
Colleague at Insight InvestmentLondon, England, United Kingdom
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ZL
Zalewski Lesley
Colleague at Insight InvestmentSan Francisco, California, United States
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PM
Peter Mclaren
Colleague at Insight InvestmentGreater London, England, United Kingdom
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SC
Sharon Costello
Colleague at Insight InvestmentGreater London, England, United Kingdom
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3 education records
Stephanie Shu education
Master Of Science (Ms), Finance, General
Master Of Science (Ms), Applied Mathematics
Bachelor Of Science (Bs), Operations Research
FAQ
Frequently asked questions about Stephanie Shu
Quick answers generated from the profile data available on this page.
What company does Stephanie Shu work for?
Stephanie Shu works for Insight Investment.
What is Stephanie Shu's role at Insight Investment?
Stephanie Shu is listed as Senior Portfolio Manager, Systematic Fixed Income at Insight Investment at Insight Investment.
What is Stephanie Shu's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Stephanie Shu at Insight Investment.
Where is Stephanie Shu based?
Stephanie Shu is based in San Francisco, California, United States while working with Insight Investment.
What companies has Stephanie Shu worked for?
Stephanie Shu has worked for Insight Investment, Mellon, and Gifford Fong Associates.
Who are Stephanie Shu's colleagues at Insight Investment?
Stephanie Shu's colleagues at Insight Investment include Simon Payne, Francesco Giurda, Kajol Kumar, Paul Hamilton, and Leonardo Moscatelli.
How can I contact Stephanie Shu?
You can use AeroLeads to view verified contact signals for Stephanie Shu at Insight Investment, including work email, phone, and LinkedIn data when available.
What schools did Stephanie Shu attend?
Stephanie Shu holds Master Of Science (Ms), Finance, General from Texas A&M University.
What skills is Stephanie Shu known for?
Stephanie Shu is listed with skills including Derivatives, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Financial Markets, and Emerging Markets.
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