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 May 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 company 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.
- 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.
- 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.
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 →
GS
Gonçalo Sousa Machado
Colleague at Insight Investment
Greater London, England, United Kingdom, United Kingdom
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JW
Jack Walden
Colleague at Insight Investment
Manchester, England, United Kingdom, United Kingdom
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BW
Bo W.
Colleague at Insight Investment
Greater Boston, United States
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MM
Matthew Merritt
Colleague at Insight Investment
London, England, United Kingdom, United Kingdom
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SP
Stacey Plaskett
Colleague at Insight Investment
Alameda, California, United States, United States
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NR
Nicholas Ralfe
Colleague at Insight Investment
St Albans, England, United Kingdom, United Kingdom
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CS
Chander Singh
Colleague at Insight Investment
Pune, Maharashtra, India, India
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LM
Leonardo Moscatelli
Colleague at Insight Investment
Dublin, County Dublin, Ireland, Ireland
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BA
Bonnie Abdul Aziz
Colleague at Insight Investment
Greater London, England, United Kingdom, United Kingdom
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EH
Emin Hajiyev, Cfa
Colleague at Insight Investment
Boston, Massachusetts, United States, United States
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Gonçalo Sousa Machado
Colleague at Insight Investment
Greater London, England, United Kingdom, United Kingdom
View →
JW
Jack Walden
Colleague at Insight Investment
Manchester, England, United Kingdom, United Kingdom
View →
BW
Bo W.
Colleague at Insight Investment
Greater Boston, United States
View →
MM
Matthew Merritt
Colleague at Insight Investment
London, England, United Kingdom, United Kingdom
View →
SP
Stacey Plaskett
Colleague at Insight Investment
Alameda, California, United States, United States
View →
NR
Nicholas Ralfe
Colleague at Insight Investment
St Albans, England, United Kingdom, United Kingdom
View →
CS
Chander Singh
Colleague at Insight Investment
Pune, Maharashtra, India, India
View →
LM
Leonardo Moscatelli
Colleague at Insight Investment
Dublin, County Dublin, Ireland, Ireland
View →
BA
Bonnie Abdul Aziz
Colleague at Insight Investment
Greater London, England, United Kingdom, United Kingdom
View →
EH
Emin Hajiyev, Cfa
Colleague at Insight Investment
Boston, Massachusetts, United States, United States
View →
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 Gonçalo Sousa Machado, Jack Walden, Bo W., Matthew Merritt, and Stacey Plaskett.
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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