Sa Lu

Director, Quantitative Strategist

Call: 1990 | Silk: 2010

Sa@fowlerdrew.co.uk

+44 (0) 20 7421 5555

Overview

In the dual role as the Director and Quantitative Strategist, Sa leads all quantitative initiatives within the company, driving and maintaining the integrity and robustness of Fowler Drew’s unique data-driven decision-making process and strategic insights.

Experience

With a quant background (PhD in Finance) Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes. She leads the creation and refinement of Fowler Drew’s proprietary financial planning and asset allocation model and is responsible for all quantitative initiatives in Fowler Drew. Her role extends from quantitative analysis to establishing and maintaining robust quantitative investment processes and overseeing the construction and integration of the operational infrastructure.

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CFA Charter Holder
PhD in Finance MSc, International Securities, Investment and Finance

Memberships

CFA Institute Membership, CII membership