Jane Shi
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Ms. Jane Shi, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. She is responsible for the day-to-day co-management of the Laudus International MarketMasters Fund and the Laudus Small-Cap MarketMasters Fund.
She joined firm in 2011 as a Research Analyst.
In her current role, she is also responsible for performance attribution and portfolio reporting, as well as making recommendations for tactical portfolio allocations using quantitative models.
She also collaborates with the Sub-Advisor Oversight Team to evaluate and monitor current and new sub-advisors.
Prior to joining the firm, Ms. Shi was a Vice President Investment Analyst at Bailard, Inc. since 2006, where she developed quantitative models for domestic equity and tactical asset allocation strategies, and was also responsible for performance measurement and attribution.
Prior to that, she was a treasury analyst at Sun Microsystems, Inc.
She earned a Master of Financial Engineering from the Haas School of Business at the University of California, Berkeley.
She also holds a Master of Science in Computer Science from Loyola University, and in Applied Mathematics from Illinois Institute of Technology.
Jane Shi active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portfolio Manager-Equities | 01/09/2016 |
Former positions of Jane Shi
| Companies | Position | End |
|---|---|---|
Sun Microsystems, Inc.
 Sun Microsystems, Inc. SemiconductorsElectronic Technology Sun Microsystems, Inc. provides network computing infrastructure solutions. It offers its solutions under the Java technology platform, Solaris Operating System, MySQL database management system, Sun StorageTek storage solutions, and UltraSPARC processor brands. The company also develops networking computing products and technologies which include servers, storage, open source software, tools, and training. The company provides solutions to the social networking, entertainment, financial services, manufacturing, healthcare, retail, news, energy, and engineering companies. The company was founded in 1982 and is headquartered in Santa Clara, CA. | Corporate Officer/Principal | - |
3com Corp. (Massachusetts)
 3com Corp. (Massachusetts) Information Technology ServicesTechnology Services 3com Megahertz Corp. provides voice and data networking products and services. The company was founded by Robert M. Metcalfe, Howard S. Charney and John P. Marshall in 1979 and is headquartered in Marlborough, MA. | Corporate Officer/Principal | - |
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Analyst-Equity | - |
Training of Jane Shi
| Shanghai Jiao Tong University | Undergraduate Degree |
| University of California, Berkeley | Graduate Degree |
| Illinois Institute of Technology | Graduate Degree |
| Loyola University of Chicago | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
Sun Microsystems, Inc.
Sun Microsystems, Inc. SemiconductorsElectronic Technology Sun Microsystems, Inc. provides network computing infrastructure solutions. It offers its solutions under the Java technology platform, Solaris Operating System, MySQL database management system, Sun StorageTek storage solutions, and UltraSPARC processor brands. The company also develops networking computing products and technologies which include servers, storage, open source software, tools, and training. The company provides solutions to the social networking, entertainment, financial services, manufacturing, healthcare, retail, news, energy, and engineering companies. The company was founded in 1982 and is headquartered in Santa Clara, CA. | Electronic Technology |
3com Corp. (Massachusetts)
3com Corp. (Massachusetts) Information Technology ServicesTechnology Services 3com Megahertz Corp. provides voice and data networking products and services. The company was founded by Robert M. Metcalfe, Howard S. Charney and John P. Marshall in 1979 and is headquartered in Marlborough, MA. | Technology Services |
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