Sumali Sanyal

Sumali Sanyal

Portfolio Manager-Equities at Xponance, Inc.

Finance
Consumer Services

Profile

Ms. Sumali Sanyal, CFA MBA, is a Managing Director & Senior Portfolio Manager of Systematic Global Equities at Xponance, Inc. She is the Lead Portfolio Manager for Xponance’s systematic active and passive equity products.
She also co-leads the firm’s Quantitative Working Group, which is a collaborative forum for quantitative research at the firm.
Ms. Sanyal was a Co-Founder of Piedmont Investment Advisors, an investment firm acquired by FIS Group, the predecessor company to Xponance.
At Piedmont, she led the Quantitative Equity team and launched both active and passive products at the firm.
She served as the Chief Operating Officer of Piedmont for several years and at the time of its acquisition by FIS Group she held the position of Co-Chief Investment Officer of Equities.
Prior to that, she served as Director of Quantitative Research at Loomis Sayles.
At Loomis Sayles, she was responsible for providing quantitative support to Large Cap Value, Small Cap Value, and SMID products.
She received her B.S.
and M.S.
in Economics from the University of Calcutta, India, one of the premier educational institutions in India.
She received her M.B.A.
in Finance and Management Information Systems from Oakland University in Michigan.
She holds the Chartered Financial Analyst (CFA) designation.
She is a member of the Chicago Quantitative Alliance (CQA), the Association of Asian American Investment Managers (AAAIM), 100 Women in Finance, and The Indus Entrepreneurs (TiE).

Sumali Sanyal active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/04/2020
All active positions of Sumali Sanyal

Former positions of Sumali Sanyal

CompaniesPositionEnd
Portfolio Manager-Equities 31/07/2000
Founder -
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Training of Sumali Sanyal

University of Calcutta Graduate Degree
Oakland University (Michigan) Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

43

1st degree connections

5

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Finance

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