Senior Research Analyst Surya Pisapati, CFA Appointed to PFM’s Multi-Asset Class Management Practice Investment Committee

PHILADELPHIA (January 11, 2018): Surya Pisapati, CFA Senior Research Analyst with PFM since May 2016, has been appointed to PFM’s Multi-Asset Class Management (MACM) practice’s Investment Committee (the Committee).

The Committee is responsible for investment management of over $10 billion in institutional assets, as of December 30 2017, and it brings together a diversity of perspectives from across PFM’s asset management practice. Members of the Committee include Managing Director and Chairman of the Investment Committee Dr. Biagio Manieri, Chief Multi-Asset Class Strategist, the head of fixed income portfolio strategies and other managing directors and client managers.

“Becoming a voting member of the MACM Investment Committee recognizes the contributions that Surya has made,” said Dr. Manieri. “She has taken on increasing responsibilities since joining the company and currently leads the bi-weekly MACM internal webinar where she discusses MACM’s views and outlook for the economy and capital markets as well as portfolio positioning.”

The Committee meets monthly to review the economy and markets. Between meetings there are ongoing discussions regarding portfolio adjustments so that final decisions can be made at the meetings. The Committee will also meet under special circumstances such as immediately following the Brexit vote to consider the impact on different portfolios.

“Serving on the Committee has been a goal for me so I am excited and very happy to be selected,” said Pisapati, who holds a bachelor’s degree in mechanical engineering, an MBA and a master’s degree in Finance as well as the Chartered Financial Analyst (CFA) designation. Before joining PFM, Pisapati was with a Pennsylvania-based company overseeing manager due diligence and asset allocation.   

She believes MACM’s steady growth over the years has been due to an increase in entities using MACM as an outsourced chief investment officer (OCIO). Under this role, MACM navigates complex investment issues for public pension plans, endowments, foundations and other entities. These institutions rely on PFM’s asset management professionals to handle some or all of their day-to-day investment decision making.

Pisapati’s appointment to the Investment Committee is effective immediately.        

About PFM

At PFM, over 600 employees - asset managers, financial advisors and consultants - partner with clients in every region of the country to transform their world. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.

For more information regarding PFM’s services or entities, please visit www.pfm.com. For important disclosure information please, visit www.pfm.com/disclosures.

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