Sumali Sanyal, CFA*
Managing Director, Senior Portfolio Manager, Systematic Global Equities
Sumali Sanyal is Managing Director and Senior Portfolio Manager of the Systematic Global Equities Platform. 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. She is a co-founder of Piedmont Investment Advisors, an investment firm acquired by FIS Group, the predecessor company to Xponance. At Piedmont, Sumali 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-CIO of Equities. Prior to that, Sumali 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.
Sumali 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. Sumali holds the Chartered Financial Analyst (CFA) designation and the CFA Institute Certification in ESG Investing. She sits on the board of the CFA Society of North Carolina and 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 has served on the Board of the Greater Durham Chamber of Commerce, on the Board of the Emily K Center, and on the Grants Committee of The Art of Giving.
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