CHRISTOPHER M. ARMSTRONG, CFA
*** ****** ***** ( Deerfield, IL 60015 ( 847-***-**** (
************@*******.***
SUMMARY
Highly skilled investment professional with thirteen years experience in
investment consulting and investment management. Unique combination of
quantitative, technical and communication skills to facilitate research,
portfolio management, client servicing and prospecting. Passionate about
investing with a deep understanding of market dynamics and investment
strategy behavior.
AREAS OF EXPERTISE
( Asset Allocation ( Manager Research and Selection
( Capital Markets Research ( Attribution Analysis
( Portfolio Construction ( Performance Measurement
PROFESSIONAL EXPERIENCE
Ibbotson Associates, Inc., Chicago, IL
8/2005 - Present
Portfolio Manager
Perform investment research and provide investment management and
consulting services within Investment Management Services group. Construct
asset allocation programs and manage fund-of-fund portfolios incorporating
a wide range of traditional and alternative asset classes and strategies.
Develop Ibbotson's capital markets estimates and form tactical and
strategic asset allocation policies in conjunction with research team.
. Conduct portfolio management functions for leading insurance, broker-
dealer and mutual fund companies to include strategic asset allocation,
manager selection and portfolio construction.
. Establish capital markets research methodology and direct team
responsible for the calculation, delivery and implementation into Ibbotson
and Morningstar solutions.
. Collaborate with Ibbotson research team in methodology enhancement and
product development initiatives and serve as liaison to consulting group.
. Actively involved in establishing Ibbotson's strategic and tactical asset
allocation policies as member of asset allocation committee.
. Promoted to Portfolio Manager from Senior Consultant in April 2009.
BANK OF IRELAND ASSET MANAGEMENT (U.S.) LTD., Chicago, IL
3/2003 - 8/2005
Assistant Vice-President Sales & Client Services
Serviced BIAM's institutional clients and investment consultants for the
Midwest region in a declining business environment. Focused efforts on
competitive analysis and product development to help reverse capital
outflows.
. Worked with global team of product specialists, portfolio managers and
relationship managers to improve current offerings, develop new product
strategies, and enhance client reporting and marketing.
. Raised management's awareness of product and lineup deficiencies through
historical product research and competitive analyses.
CHRISTOPHER M. ARMSTRONG - PAGE 2
BRANDES INVESTMENT PARTNERS, LLC, San Diego, CA
7/2000 - 3/2003
Project Research Analyst (2002 - 2003)
Co-founded and managed the research function for the Brandes Institute, a
separate division devoted to promote thought leadership through educational
seminars and research papers. Collaborated research efforts with senior
research analysts, portfolio managers, academics and key client personnel.
. Identified projects, defined project methodology, and performed broad,
topical investment research.
. Designed and administered Internet-based portfolio management game for
inaugural institutional client conference.
Marketing/Performance Analyst (2000 - 2002)
Managed data, maintained product composites, analyzed performance and
performed research for marketing department.
. Established risk-statistic methodologies and designed all department
worksheet templates.
. Raised department efficiency and capabilities through innovation and
spreadsheet solutions.
. Authored inaugural Brandes Institute published article on
performance risk-statistics.
. Promoted to Project Research Analyst for Brandes Institute in April
2002.
ELLWOOD ASSOCIATES, Chicago, Illinois 1/1997 - 6/2000
Research Analyst (1998 - 2000)
Performance Analyst (1997 - 1998)
Teamed with senior consultants to service key institutional client
relationships for boutique investment consulting firm. Client engagements
included large pensions, endowments, foundations and high net-worth
individuals with plan sizes ranging from $1 Million to $10 Billion.
Managed the international equity manager research function for the group.
. Spearheaded expansion of domestic and international equity manager
research efforts.
. Streamlined performance measurement process for fund universe using
Internet and spreadsheets.
EDUCATION AND QUALIFICATIONS
. Bachelor of Business Administration, Finance, University of Iowa
(1995)
. Chartered Financial Analyst (CFA)
. Proficient in Bloomberg, FactSet, Research Insight and Thomson
Financial databases.
. Expert in Morningstar Direct and EnCorr applications.