“As an investor, alternative investments are an increasingly important tool to meet long-term return objectives and diversify risk. Given the complexity of many alternative investments, the CAIA charter has proven invaluable, and marries the practical aspects of investing with the empirical.”
As Deputy Chief Investment Officer, Sarah manages the PRIM Board’s $40+ billion public markets and hedge fund portfolios (70% of the total Fund, 50 portfolios across asset classes and geographic regions). She also leads asset allocation and investment research, and chairs the firm’s internal Investment Committee, charged with overseeing the underwriting of all investment decisions made by the 15-person investment team. Sarah has invested over $11 billion during her six year tenure at PRIM, and has helped move the fund from the 81st percentile to the 17th percentile during that time. PRIM has won a number of industry awards for innovation.
An analyst at heart, Sarah believes in data-driven frameworks and decision-making, and built proprietary quantitative asset allocation models and economic cycle investment frameworks. Sarah is a member of the four-person executive management team, tasked with strategic planning and management of the business. She has been recognized with industry awards such as CIO Magazine’s 40 Under 40, Banker & Tradesman’s Women of FIRE Award, CIO Magazine’s Next Generation Award, and Institutional Investor’s Hedge Fund Rising Stars. Prior to joining PRIM in 2011, Sarah was an Associate Portfolio Manager with Boston Advisors, where she participated in the firm’s quantitative portfolio management process for global tactical asset allocation, equity, and fixed income mandates, including stock selection, trading, portfolio construction, and risk management. From 2004 – 2010, Sarah was an Analyst at Wellington Management Company, where she interfaced between clients and portfolio managers, communicating on a broad range of investment topics with institutional clients, including pension funds, defined contribution plans, and endowments/foundations.
Sarah holds an MBA from Boston University, a BA in German and Business from the University of New Hampshire, and the CFA and CAIA designations. Sarah serves on the Advisory Board for Girls Who Invest and the Board of Directors for the University of New Hampshire.