Liz Su
Analyst-Equity bij Boston Common Asset Management LLC
Profiel
Ms. Liz Su, CFA MBA, is a Principal & Portfolio Manager of Emerging Markets at Boston Common Asset Management LLC.
She is the lead portfolio manager of Boston Common’s Emerging Markets (EM) strategies.
In this capacity, she works with analysts to create sustainability-focused EM portfolios, helps grow the firm’s EM research capabilities, oversees overall portfolio positioning, and communicates with clients and prospects.
She also has research responsibilities focusing on the global consumer staples sector.
With over 15 years of investment experience spanning EM and Global equities, fixed income, and quantitative research, she is passionate about investing in EM companies that can enable the transition to a more inclusive and sustainable future.
Prior to joining Boston Common Asset Management LLC, she was an analyst and portfolio manager at Batterymarch Financial Management, where she most recently served as the head of Asia ex-Japan on the Emerging Market Equities team.
She played an instrumental role in launching an Asia ex-Japan long-short fund and a Global Equity fund.
She also gained asset allocation experience with Standish Mellon Asset Management.
She began her career in economic and strategy consulting in 2000.
Ms. Su earned a BA in international finance from Wuhan University (China), a master’s degree in economics from Tufts University and an MBA from the MIT Sloan School of Management.
She is a CFA charter holder and a member of the Boston Security Analyst Society.
Actieve functies van Liz Su
| Bedrijven | Functie | Begin |
|---|---|---|
Boston Common Asset Management LLC
 Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Analyst-Equity | 01-01-2014 |
Eerdere bekende functies van Liz Su
| Bedrijven | Functie | Einde |
|---|---|---|
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | - |
QS Batterymarch Financial Management, Inc.
 QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Liz Su
| Wuhan University | Undergraduate Degree |
| Tufts University | Graduate Degree |
| MIT Sloan School of Management | Masters Business Admin |
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| Bedrijven in privébezit | 3 |
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QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
Boston Common Asset Management LLC
Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
