Biography
Shong Xiao is a Senior Investment Analyst on the Full Discretion Team at Loomis, Sayles & Company. In this role, he focuses on securitized and convertible bonds, and serves as the dedicated support for the strategic alpha strategy. Shong creates frameworks to screen for attractive investment opportunities and is actively involved in investment strategy meetings on portfolio construction, tactical trading and relative value.
Shong joined Loomis Sayles in 2010 as a Performance Analyst, working in tandem with portfolio management teams to create and maintain GIPS composites, and leading the annual GIPS verification process with external auditors. In 2014, he joined the Client Service Group as a Senior Client Portfolio Analyst, responsible for maintaining and supporting a diverse group of clients across multiple strategies with account types including public and private pension funds, sovereign wealth funds, endowments and sub-advisory relationships. Shong joined the Full Discretion Team in 2018. He earned a BA from the University of Rochester and an MBA from Boston University. Shong is a CFA® charterholder.
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About the Full Discretion Team
Investors on the Full Discretion team
