Carmen Heredia-Lopez, CFA
Carmen is a dedicated Chief Investment Officer / Director of Investments with a successful track record that includes:
- Delivering excellent risk-adjusted returns for global multi-asset class billion-dollar portfolios.
- Growing high performance teams demonstrating best practices that cut costs and inefficiencies.
- Generating measurable above benchmark returns in traditional investing AND in social impact investing.
Assets managed include: micro-cap through large-cap equities, fixed income, hedge funds and hedge fund-of-funds, infrastructure, private equity/venture capital, real assets within large institutional pools, and real estate.
Clients include donor advised funds, foundations, high net worth individuals/families, and institutional assets.
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Billion-dollar portfolios
Excellent risk-adjusted returns -
Best practices
Cut costs and inefficiencies -
Traditional and social investing
Above benchmark returns -
Multi-asset class
Equities, fixed-income, funds, private equity, real estate
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