Chloe Duanshi

Chloe Duanshi is a Managing Director and the Head of Macro & Investment Strategy for the Rockefeller Global Family Office at Rockefeller Capital Management.1 In her role, she is responsible for developing broad capital market outlooks across asset classes and designing strategic and tactical asset allocation guidance.1 Duanshi specializes in constructing bespoke, institutional-caliber portfolios for clients, utilizing proprietary portfolio construction techniques to identify and capture diverse fundamental return drivers.1

Prior to joining Rockefeller, Duanshi worked as a cross-asset strategist at Morgan Stanley, where she focused on asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations.1 She also spent several years at BNP Paribas in equities and commodities derivatives.1

Duanshi's educational background includes:

• B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University
• M.A. degree in Mathematics from Columbia University

She is also a CFA® charterholder.1

In her work, Duanshi emphasizes the importance of quantitative techniques in portfolio construction and risk management. She believes that using quant analysis to measure correlations more precisely and incorporating them into portfolio construction can enhance performance for discretionary managers.2 Duanshi views portfolio construction as a collaborative process between fundamental research and quantitative analysis, which can help refine investment theses and improve decision-making.2