Viewpoints by Kelly Shea, CFA, CAIA, at Manulife Investment Management
Kelly provides investment oversight of the firm's internal pension plans and private asset strategies. Additionally, she supports the team’s broader asset allocation initiatives in areas such as pensions, institutional, and liability-driven investing. Prior to joining the firm, Kelly was at Fidelity Investments, where she served in institutional product management and performance analysis capacities. She started her career at State Street Corporation as a fund accountant. Kelly holds the Chartered Financial Analyst designation.
Education: B.S., Business Administration, University of Rhode Island
Joined the company: 2022
Began career: 2008
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Diversified private real assets: real diversification with the potential for sustainable outcomes
An allocation to private real assets can provide a diversification benefit, help hedge against inflation, and put a portfolio on the path toward sustainability objectives.
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