About Sherpa Funds Technology

At Sherpa Funds Technology, our mission is to help investors build better portfolios. We helps fund managers improve their performance and decision making process by implementing systematic portfolio construction processes and advanced mathematical analytics. 

Sherpa’s Systematic Portfolio Construction Philosophy

Sherpa Funds Technology believes that many active fund managers have alpha in their investment ideas that they struggle to consistently express in their portfolio. We created Optimal Risk Sizing (ORS) to help fund managers create better investment portfolios using an objective, process-driven approach to alpha expression.

Our unique approach to systematic portfolio construction leverages both technology and process refinements to better capture the alpha in managers’ ideas while resolving the objectives and constraints from all portfolio stakeholders’ points of view. The end result lets fund managers take “More of the Risk You Want, Less of the Risk You Don’t.”

 From our base in Singapore, Sherpa has been helping fund managers across the industry build better portfolios since 2014. Learn more about how we work with funds like yours below.

Meet the Sherpa Team

The Sherpa team has decades of industry experience helping investors achieve better investment outcomes.

Richard Waddington

20+ years experience in mathematical finance, most recently as Global Business Head at a major European bank.

Craig McGee

20+ years experience in financial markets, formerly Head Trader for several global banks in Asia and Europe.

Steven Quimby

8+ years experience in pre-trade analytics, from risk startups to the world’s leading technical analytics provider.

Sinan Tunalioglu

Experienced Finance Technologist with PhD level background in Financial Mathematics and Computer Science.

Tolga Sezer

Experienced Finance Technologist with PhD level background in Financial Mathematics and Computer Science.

Janice Koh

Extensive experience in business operations management across multiple industries.

PARTNERS

SFT collaborates with leading fund management technology and service providers including:

EZE Software