Neeti

I am a managing director in the Investment Strategy Group (ISG) for Private Wealth Management. ISG helps provide objective, tailored and analytically rigorous investment advice for high net worth clients. Specifically, I focus on identifying and analyzing interesting tactical opportunities across all major asset classes such as equities, commodities etc.

My activities include reading research ranging from broad macro to industry-specific issues, building and monitoring screens that help track different factors that we believe are key drivers of returns, and talking to experts in different arenas – essentially doing a more in-depth analysis of different investment themes. I am part of a talented, motivated team where each member brings a unique perspective to the table as we all come from different backgrounds. As you can imagine, we enjoy some extremely lively discussions!

The most interesting part of my job is the constant intellectual stimulation – reading, talking to a variety of really smart people (ranging from strategists, political analysts, economists etc.), and trying to identify the key themes that are likely to drive asset prices over the medium term. I also really enjoy spending time with our clients who often tend to provide real life perspectives on the issues that we are considering and are often a great inspiration for new ideas.