Steven specializes in fund flow quantitative strategy development, new data product development, maintenance of all asset allocation strategies and fund flow product and research consultation.
He joined EPFR’s quantitative research team as an Analyst in 2013. In his role as a manager of quantitative strategies, he focuses on global/regional macro strategy, fixed income strategy, fund level strategy, premium daily strategy and stock flow strategy. He also covers new data product development, maintenance of all asset allocation strategies kept by the firm, and consultation to prospects and clients to leverage fund flow data into the research framework.
Previously based in Shanghai, China, Steven maintained all global asset allocation strategies as well as developed Asia dedicated country and sector strategies. He was one of the guest speakers at Fund Forum Asia 2015.