Lily adds depth and a data-driven mindset to our team’s portfolio management and research process. She brings a client-centric attitude to work every day, where she serves on the Investment Policy Committee, analyzing client-specific asset allocations, sector exposures, and security selections. Lily is also actively involved in decision-making related to managing, executing, and implementing trading strategies. In addition, Lily reviews and monitors daily updates and news from the firm’s outside research partners. Lily also leads our firm’s ESG (Environmental, Sustainable, and Governance) research efforts. Lily is a CFA charter holder, a highly regarded designation and distinction in the inv