Main Bullet points:
- Customized theme selection. No one client is the same, so the appropriate solution is to provide clients the flexibility to select themes
- Investment in individual stocks vs mutual funds/ETFs
- Allows clients to refine/customize their portfolio(s) to reflect their unique social values
- Tax-efficiency option
- Quantitative approach to risk management
Rahul joined Advisor Partners in 2014 and is responsible for overseeing index and active equity products. He also oversees quantitative research efforts for Advisor Partners.
Prior to joining Advisor Partners, Rahul was a vice president with Deutsche Bank Securities where he served as Regional Head of Listed Derivatives Risk. Before Deutsche Bank, he was a portfolio manager for Goldman Sachs Asset Management for the Quantitative Investment Strategies team. Rahul managed customized beta portfolios, tax-advantaged strategies, and factor-based alpha strategies.
Rahul earned both his Bachelors and Masters in Engineering from the Massachusetts Institute of Technology. In his free time, he enjoys running, rock climbing, cycling, skiing, and being outdoors.