Chris Wallis

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asset management equity portfolios fixed income portfolios investment strategies risk management portfolio analysis esg integration mutual funds etfs active investment management client solutions investment performance financial well-being diversification investment professionals market exposure fundamental analysis targeted returns u.s. treasuries government agencies corporate bonds tax-free income investment grade securities portfolio customization client objectives market capitalization short-term volatility long-term opportunities financial analysis money management cfa professionals investment insights global equity strategies small cap value mid cap value international investing emerging markets financial analysis experience investment compliance stewardship practices fixed income strategies client-directed sri screens strong capital allocation double-digit returns portfolio risk assessment macroeconomic factors investment exclusions financial services trading strategies