Indrani De, CFA, PRM is a senior investment executive with a background in asset allocation, economic forecasting, risk management, research and portfolio management across asset classes in public and private markets, and a passionate pioneer in sustainable investing and climate change. She is the Head of Global Investment Research at LSEG (The London Stock Exchange Group), leading a global team across Americas, EMEA and APAC for producing investment and markets research for the FTSE Russell Index and Benchmark Solutions. She individually authors the highly acclaimed “Asset Allocation Insights” reports (link here).

Prior to this, she was Senior Vice President and Global Head of Investor Strategy at DBRS Morningstar, the credit rating arm of the Morningstar group, leading a new initiative to increase connectivity with buy-side institutional investors across North America and Europe. She held two roles in the TIAA/ Nuveen group; Managing Director and Head of Research at the Nuveen Solutions Group (TIAA’s asset management company), leading asset allocation research and capital market assumptions across all multi-asset portfolios ($65 bn) including the Lipper award-winning target-date funds, and Managing Director – Macro Risk, responsible for macroeconomic and financial markets analysis, scenario design and stress testing, asset valuation models, and emerging risks for the General account portfolio of TIAA ($260 bn). Early career experience includes being Senior Director of Quantitative Research at investment firm New Amsterdam Partners, leading investment models and portfolio analytics for institutional equity funds ($7bn), and investment analyst for GE Capital, evaluating private market investments for GE’s own balance sheet. Indrani also has deep expertise in responsible investing; co-led the study on “Climate Change and Impact on Financial Markets” in TIAA, and sub-advised socially responsible funds even prior to the GFC in her role at New Amsterdam Partners. She has completed consulting research assignments with GIIN (Global Impact Investing Network) on impact investing across asset classes and Moody’s on ESG issues.

Indrani is on the Board of Directors of the Society of Quantitative Analysts (SQA), and had previously led the organization as President (SQA Board of Directors Class of 2022). She was on the Advisory Board of Bloom AI. A strong believer in thought-leadership based investment and risk management, she has been published in the Journal of Investing, Journal of Investment Consulting, and NYSSA Financial Professionals’ Post. She has been a speaker multiple times at leading industry conferences (e.g RiskMinds International, Amsterdam, 2018), regularly presented to the C-level during her work in TIAA/Nuveen group, and been quoted in major media outlets like Reuters (Reuters Interview), Forbes, Financial Planning and Pensions & Investments. She earned an MBA from the City University of New York, while completing the coursework for a PhD (Finance) with a full merit scholarship. She also holds an MBA from the Indian Institute of Management (Bangalore), an undergraduate degree in Economics (Honors) from University of Delhi, and the CFA (Chartered Financial Analyst) and PRM (Professional Risk Manager) designations.

Conference and Media Presentations - Since 2018

I have been a regular speaker at leading investment conferences since 2011. Below are some recent events (since late 2018) 

“Why Russell reconstitution will focus on healthcare, tech sectors”, Yahoo Finance Catalysts morning show, June 28, 2024 (link here)

“Tech’s dominance of Russell 1000 will hit record levels after latest reconstitution”, MarketWatch, June 28, 2024. (link here)

“Russell annual reconstitution being reflective of underlying US economic trends”, Money Life podcast June 27, 2024, minute 13:3 to 28:0. (link here)

“The role of Technology in the Russell indices”, Schwab TV, June 21, 2024. (link here) or (alternate link to YouTube)

“Stock Market Outlook”, Business Insider, April 13, 2024. (link here). PDF of the text here.

“The 2023 Small-Cap Rebound”, Schwab TV, January 26, 2024. (link here).

“A lot of ifs and leaps of faith': 7 investment chiefs and strategists break down earnings trends in what may be a make-or-break Q4, and 3 sectors to watch”, Business Insider, January 19, 2024 (link here). PDF of the text here.

“Risk for recession remains despite the sustained market”, Wealth Professional Canada, December 21, 2023 (link here). The publication quotes the summary of my authored quarterly report '“Asset Allocation Insights, December 2023” (link here)

“Navigating a Higher Cost of Capital”, Influential Investors CIO Forum, December 5, 2023 (link here). Panel discussion at the conference.

“Outlook on the US Housing Sector”, Presentation at LSEG Mortgage Servicing Rights Panel Discussion, December 7, 2023 (link here)

“Outlook on US Equities”, Schwab TV, October 16, 2023 (link here)

“An AI productivity boom is upon us, and market watchers are excited”, The Globe and Mail, October 6, 2023 (link here). PDF of the text here.

“The longer view for financial markets”, FTSE Russell CONVENES, August 2022 (link here)

“Funds react to inflation, slowdown”, Pensions & Investments, July 17, 2023 (link here). PDF of the text here.

“Why it might be time to get optimistic about the stock market”, CNN Business, June 26, 2023 (link here)

“Reuters TV: Trading at Noon”, June 23, 2023 (at 2:50 minute mark) (link here)

“What happened in the market is getting picked up in the reconstitution”, TD Ameritrade Network, June 23, 2023

“Changes, risks & opportunities in global markets: asset allocation implications”, BrightTalk webinar, June 22, 2023 (link here)

“Money Life with Chuck Jaffe Radio Show: Russell Reconstitution (at 32:00 minute mark)”, June 20, 2023 (link here)

“Everything You Need To Know: Russell 2000 Rebalancing”, Anthony Crudele Show, June 14, 2023 (link here)

“Large-Cap Stocks Outperform as Investors Seek Stability”, Institutional Investor, May 18, 2023 (link here)

“ETF Outlook: Why Wall Street Strategists aren’t chasing a growth stock trade just yet”, CNBC Pro, April 1, 2023 (link here)

“Multi-asset Investing and role of indices in investment management”: Fireside chat with Frank Fabozzi, Journal of Portfolio Management, November 2022 (link here)

“Lifting the lid on the labor market”, The Chatter, The Big Conversion, October 20, 2022 (link here)

“Don’t worry, there’s still hope for the stock market”, CNN Business, October 11, 2022 (link here)

“Will there be a recession in 2022”, The Big Conversation, Refinitiv, July 20, 2022 (link here)

“Four decades of Russell US Indexes Reconstitution: A derivatives perspective”, BrightTalk webinar, June 15, 2022 (link here)

“Stay Safe With Consumer Staples in Volatile Times”, Sector Upclose, Reuters TV, June 9, 2022 (link here)

“Are Credit Markets Too Calm”, The Big Conversation, Refinitiv, June 8, 2022 (link here)

“Some Broad Issues in Equity Research and Valuation”, CFA Research Challenge, CFA Global Alpha Summit, May 2022 (Link Here)

“Asset Allocation and Top Down Portfolio Construction”, Financial Accounting Standards Board (FASB) 'Think Like an Investor’ talk series, October 12/2021

“Climate Change, ESG Investing, ESG Data with implications for CRE and CMBS”, Panel discussion, DBRS CMBS Series, June 2, 2021

Presented on ESG investing to 2nd year MBA students at Columbia Business School as part of their course “ESG Investing in Public Equity Markets”, March 17/2021.

‘Quantitative investing during the COVID crisis: Portfolio Construction and Risk Management’, Panel discussion, SQA (Society of Quantitative Analysts) conference, November 2020 

Wolfe Trahan Quantitative Investing Summit, November 2019, Panel discussion on ESG Investing 

‘The current and future state of Risk management’ Panel discussion, PRMIA conference, September 2019, New York 

‘What does the growing trend from globalism towards nationalism mean for business, investment and macro risks?’ RiskMinds International, Amsterdam December 2018. 

‘A quantitative framework for macroeconomic and multi-asset risk assessment’, Risk Quant Summit, New York, July 2018

‘Looking out for pockets of opportunity and warning signs in Emerging Markets’ Panel discussion, FX Invest North America, Boston, October 2018

‘Analyzing the impact of the global political arena on FX markets’ Panel discussion, FX Invest North America, Boston, October 2018