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Profile
Ms. Grace X.
Schaffer, CFA MBA, is Fixed Income Portfolio Manager at The Swarthmore Group, Inc. She joined The Swarthmore Group in 2010.
She has over twenty years of experience in the investment industry.
Prior to joining The Swarthmore Group, Ms. Schaffer was a Portfolio Manager at Aberdeen Asset Management/Deutsche Asset Management and a member of the investment team responsible for managing $30 billion in fixed income assets.
She also has previous work experience as a Fixed Income Application Analyst with FNX Limited, now a part of SunGard.
Her investment expertise is in the Corporate asset class.
Ms. Schaffer holds a B.A. in Economics from the University of International Relations and an M.B.A. from the University of Delaware.
She has earned the right to use the Chartered Financial Analyst designation.
Former positions of Grace X. Schaffer
| Companies | Position | End |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Portfolio Manager-Fixed Income | 2020-09-30 |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Portfolio Manager-Equities | - |
GL Trade Capital Markets Solutions, Inc.
 GL Trade Capital Markets Solutions, Inc. Regional BanksFinance Part of Fidelity National Information Services, Inc., GL Trade Capital Markets Solutions, Inc. is a company based in Wayne, PA. GL Trade Capital Markets Solutions, Inc. was founded in 1992 by Farid Naib. | Corporate Officer/Principal | - |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Portfolio Manager-Equities | - |
Training of Grace X. Schaffer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
62
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Finance |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of International Relations
 University of International Relations Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GL Trade Capital Markets Solutions, Inc.
GL Trade Capital Markets Solutions, Inc. Regional BanksFinance Part of Fidelity National Information Services, Inc., GL Trade Capital Markets Solutions, Inc. is a company based in Wayne, PA. GL Trade Capital Markets Solutions, Inc. was founded in 1992 by Farid Naib. | Finance |
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