Blog Author Minneapolis

Richard Fong photo

Richard Fong, CFA

Managing Director, Investment Strategy

Ricky is co-lead of Parametric’s Overlay Solutions Team. He has extensive experience designing and implementing policy-driven overlay portfolios for institutional investors. Since joining Parametric in 2010, Ricky has specialized in a variety of overlay applications, including rebalancing and completion strategies, options-based strategies, and liability-driven investing. Ricky is a member of the CFA Society of Minnesota.

Expertise icon
In finance since 2010
Location icon
Based in Minneapolis
Pedrigree icon

BA, financial economics,
Gustavus Adolphus College

Hometown icon

Originally from Bloomington,
Minnesota

From this author

Extensive Capabilities of an Overlay Program: More than Meets the Eye
Blog post

Extensive Capabilities of an Overlay Program: More than Meets the Eye
Richard Fong}
Heather Wolf}

by Richard Fong, Managing Director, Investment Strategy; Heather Wolf, Portfolio Manager

August 5, 2024

Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.
Read more
Tag icon
Overlay, Liability-driven investing, Institutional investor