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Sudipta Gupta — Investment Strategy Specialist · Alumia · Greater London, England, United Kingdom.
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About
MULTI ASSET PORTFOLIO MANAGER | ETF SPECIALIST | INVESTMENT STRATEGY | PORTFOLIO SOLUTIONSSeasoned investment professional with leadership in manager research, fund selection, product innovation and multi-asset portfolio management. Proven track record managing multi-billion-dollar portfolios, scaling investment platforms and leading high-performing teams.
Deep expertise across active, passive and alternative investments, with strong commercial focus on revenue growth, client outcomes and strategic execution. Demonstrated ability to lead cross-functional teams and develop innovative product strategies aligned to different client segments.
Led the research coverage of active equity fund managers and headed the research for ETFs and index solutions at J.P. Morgan and Fidelity International respectively. Trusted advisor to institutional investors, family offices, UHNWIs and pension funds through OCIO and bespoke investment mandates. Portfolio Management | Portfolio Construction | Asset Allocation | Manager Research | Due Diligence | Risk Analysis | Sustainability | ETF | Capital Markets | Systematic Investing | Investment Innovation | Product Design and Development | Product Strategy | Project Management | Business Strategy | Business Development |
Investment Sales | Stakeholder Management | Leadership | People Management | Mentorship | Negotiation | Critical Thinking | Presentation Skills | Executive Communication
Experience
Investment Strategy SpecialistCurrent
Alumia · London Area, United Kingdom
May 2024 – Present
- Core member of the Outsourced Chief Investment Officer (OCIO) team, responsible for defining investment policy, portfolio construction and asset allocation for tailored advisory multi-asset portfolios that invest across both public and private markets, serving clients including family offices, pension funds and endowments. - Drive manager selection across asset classes, overseeing sourcing, due diligence and ongoing monitoring of top-tier public markets investments. Articulating OCIO views and investment thesis to existing clients and prospects. - Drive strategic engagement with asset managers, building partnerships to access differentiated investment opportunities. - Contribute to firm-wide investment innovation initiatives and actively evolving Alumia’s overall investment strategy and enhancement of its portfolio management framework.