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About Steven

USA

+6 year(s) experience

Steven Xinlei Shen, Manager of  Quantitative Strategies, EPFR, headshot
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.

Analyst Articles

Articles by Steven

  • EPFR Fund Flows

    Quants Corner

    By Steven Xinlei Shen 11 Dec 2019

    Quants Corner

    Trade Wars: US vs China Trade talks between the world’s two dominant economies, China and the US, have proceeded inconclusively for the better part of three years. Going into December a firm agreement to resolve the numerous issues dividing the two countries remained elusive, leaving investors scratching their heads as they try to figure out how to extract meaningful signals from the oceans of data, tweets, diplomatic communiques, commentary and news that the Sino-US trade war generates on a daily, weekly and monthly basis.

    Topic Industry News

  • EPFR Fund Flows

    Quants Corner

    By Steven Xinlei Shen 11 Sep 2019

    Quants Corner 0911

    Sino-US trade tensions and slower growth in the world’s second largest economy have dominated the headlines for much of this year. But, behind the sound and fury, many mutual fund managers have – with varying degrees of enthusiasm – been increasing their fund’s exposure to China.

    Topic Industry News

  • EPFR Fund Flows

    Quants Corner

    By Steven Xinlei Shen 02 Jul 2019

    Quants Corner 0702

    EPFR Investment strategy 2019 : Established model telling investors not to climb on any EM bandwagons Of the 40 fastest growing economies in 2018 only one, Ireland, was a recognized developed market. Emerging Markets also have something of a monopoly on reform stories. So, the persistent underperformance of emerging markets compared to the developed markets counterparts over the past 12 months presents quantitative and ‘quantamental’ investors with a dilemma when it comes to selecting and deploying strategies.

    Topic Industry News