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
Companies | Position | Start |
---|---|---|
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Portfolio Manager-Equities | 01/04/2020 |
Former positions of Sumali Sanyal
Companies | Position | End |
---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Portfolio Manager-Equities | 31/07/2000 |
Piedmont Investment Advisors, Inc.
Piedmont Investment Advisors, Inc. Investment ManagersFinance Founded in 2000, Piedmont Investment Advisors LLC is a registered investment advisor located in Durham, North Carolina. The firm provides portfolio management services to corporate pension and profit-sharing plans, public pension plans, Taft-Hartley plans, foundations, endowments, municipalities, and individuals. | Founder | - |
Training of Sumali Sanyal
University of Calcutta | Graduate Degree |
Oakland University (Michigan) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Piedmont Investment Advisors, Inc.
Piedmont Investment Advisors, Inc. Investment ManagersFinance Founded in 2000, Piedmont Investment Advisors LLC is a registered investment advisor located in Durham, North Carolina. The firm provides portfolio management services to corporate pension and profit-sharing plans, public pension plans, Taft-Hartley plans, foundations, endowments, municipalities, and individuals. | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Finance |
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