Sumali Sanyal

Co-Founder at Piedmont Investment Advisors LLC

Sumali Sanyal

Sumali Sanyal

Co-Founder at Piedmont Investment Advisors LLC

Biography

Sumali is a co-founder of Piedmont Investment Advisors and serves as Co-CIO, Equities and Co-Portfolio Manager of Market Plus, Piedmont’s large cap enhanced index product as well as Co-Portfolio Manager of Piedmont’s Quantitative SMID, Small Cap, Index and Smart Beta strategies, and she leads the quantitative team. Sumali is an equity partner of the firm and a member of the Executive Committee. Previously, Sumali served as Director of Quantitative Research at Loomis Sayles where she was responsible for providing quantitative support to Large Cap Value, Small Cap Value, and SMID products.

Sumali received her BS and MS in Economics from the University of Calcutta, India, one of the premier educational institutions in India. Then she received her MBA in Finance and Management Information Systems from Oakland University in Michigan. Sumali holds the Chartered Financial Analyst (CFA) designation. She is a member of the Chicago Quantitative Alliance (CQA), the Association of Asian American Investment Managers (AAAIM), 100 Women in Finance, The Indus Entrepreneurs (TiE) and Beta Gamma Sigma. 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.

Overview
Career Highlights

Piedmont Investment Advisors LLC

RelSci Relationships

101

Number of Boards

1

Relationships
RelSci Relationships are individuals Sumali Sanyal likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Executive Vice President, Co-Chief Investment Officer, Fixed Income & Portfolio Manager at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

CCO & Chief Financial Officer at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Vice President-Head of Business Development at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President & Chief Financial Officer at FIS Group, Inc.

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President, Portfolio Manager at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

System Administrator at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

Office Administrator at Piedmont Investment Advisors LLC

Relationship likelihood: Strong

In The News
Triangle Business Journal (North Carolina)
June 24, 2015
N.C. Treasury launches $200M program for minority- and women-owned investment firms
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Sumali Sanyal
Co-Founder at Piedmont Investment Advisors LLC
Education
MS in Economics
Class of 1991

University of Calcutta is an educational institution that conducts a variety of academic programs.

MBA

Oakland University is a public university co-founded by Matilda Dodge Wilson and John A. Hannah whose 1,500-acre (6.1 km2) campus is located in central Oakland County, Michigan, United States in the cities of Auburn Hills and Rochester Hills. It is the only major research university in Oakland County, from which OU derives its name. The Carnegie Foundation for the Advancement of Teaching has classified OU as a Doctoral Research University. Oakland University was initially under the banner of Michigan State University. Michigan State University–Oakland, or MSU-O as it was called, opened in 1959 with 570 students and three buildings. In 1963, MSU-O became known as Oakland University.

Memberships
Career History
Co-Founder
2000 - Current

Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont's equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont's Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns.Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.

Credit Analyst
1995 - Prior

OLDE Discount Corp. is an American private company located in Detroit, MI. The firm provides securites brokerage services.

Manager, Quantitative Research Department
Prior

In 1951, marking the 25th anniversary of the founding of Loomis, Sayles & Company, Robert H. Loomis sent a clear message to all clients. Click here to read. More than 60 years later, I echo the words of our founder when he said, "we wish to express our gratitude and appreciation to those who, through these difficult years, have helped us to the success we have enjoyed. We look to the future with humility but with confidence." The biggest difference in today's world is that our pace is faster and our playing field is larger. Given this scenario, our job at Loomis Sayles is to keep a laser-like “eye on the ball” particularly during times of uncertainty and volatility, where both risk and opportunity reside. My goal is to ensure that Loomis Sayles remains a broad-based, house of excellence trusted by our clients and recognized for our record of: Attracting and retaining exceptional investment professionals Providing caring, highly ethical and informative services to our clients Producing strong investment performance across our full stable of products The last five years have been a time of tremendous innovation for us. We have grabbed hold of opportunities presented by market upheaval to unearth some tremendous investments, build off our base and empower people to construct and test new capabilities. By integrating these with existing capabilities, (quantitative research, deeper risk analysis, greater macro-economic firepower, absolute return-oriented strategies and securitized capabilities), I believe we are a better investment firm than ever. On behalf of all Loomis Sayles employees, thank you for placing your confidence in us. From my personal vantage point, I am more confident than ever about the future of our company and the skills and passion of our people to deliver excellence in their work. We look forward to serving your investment needs as we face the ever-changing future together.

Boards & Committees
Member, Senior Management Committee
2000 - Current

Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns.Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
N/A
2013

NCCF IS THE SINGLE STATEWIDE COMMUNITY FD SERVING NC MAKING MORE THAN $145 MILLION IN GRANTS SINCE ITS INCEPTION IN 1988. THE NORTH CAROLINA COMMUNITY FOUNDATION (NCCF) SUSTAINS NEARLY 1,300 FUNDS ESTABLISHED TO PROVIDE LONG-TERM SUPPORT OF A BROAD RANGE OF COMMUNITY NEEDS; SUPPORT NON-PROFIT ORGANIZATIONS; AND ADMINISTER SCHOLARSHIPS. THE NCCF PARTNERS WITH 57 AFFILIATE FOUNDATIONS TO PROVIDE LOCAL RESOURCE ALLOCATIONS ACROSS NORTH CAROLINA.

N/A
2010

NCCF IS THE SINGLE STATEWIDE COMMUNITY FD SERVING NC MAKING MORE THAN $145 MILLION IN GRANTS SINCE ITS INCEPTION IN 1988. THE NORTH CAROLINA COMMUNITY FOUNDATION (NCCF) SUSTAINS NEARLY 1,300 FUNDS ESTABLISHED TO PROVIDE LONG-TERM SUPPORT OF A BROAD RANGE OF COMMUNITY NEEDS; SUPPORT NON-PROFIT ORGANIZATIONS; AND ADMINISTER SCHOLARSHIPS. THE NCCF PARTNERS WITH 57 AFFILIATE FOUNDATIONS TO PROVIDE LOCAL RESOURCE ALLOCATIONS ACROSS NORTH CAROLINA.

Political Donations
$350
2012

Chief Executive Officer at James River Group, Inc.

$300
2010

Secretary of State at North Carolina Office of the Secretary of State

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