Aris Investing Welcomes Monisha Jayakumar as New CIO
Monisha Jayakumar joins to enhance Aris' tax-aware portfolio and overlay solutions for advisors
Aris Investing, a leading innovator in personalized, tax-aware portfolio and tax overlay solutions that enables financial advisors and wealth managers to deliver customized, after-tax outcomes for their clients, has successfully appointed Monisha Jayakumar as Chief Investment Officer.
With an impressive career spanning over 15 years in quantitative investing, portfolio construction, and product strategy, Monisha will spearhead Aris' investment research, portfolio design, and optimization efforts. In her role, she will also manage the firm’s tax-efficient portfolio administration while leading the continuous growth of its tax overlay capabilities.
Aris Investing CEO, Chetan Desai, expressed enthusiasm regarding Monisha's appointment. He stated, "Monisha brings a unique fusion of systematic expertise and client-oriented thinking. Her capacity to simplify complex quantitative strategies into practical, advisor-friendly solutions will reinforce our mission to assist advisors in delivering more precise, tax-aware outcomes."
Prior to joining Aris, Monisha held a pivotal position as a Portfolio Manager at Allspring Global Investments, where she successfully managed assets exceeding 10 billion dollars across various long-only and long-short equity strategies. Earlier, she was part of a core team at Analytic Investors, managing strategies across global equity markets overseeing 30 billion dollars in assets.
Recognized for her ability to interlace technical rigor with strategic clarity, Monisha specializes in transforming sophisticated investment analytics into actionable client-centric solutions. A dedicated mentor and thought leader, she strongly advocates for innovation and empowerment within the finance profession.
“I am thrilled to join Aris and contribute to its mission of advancing personalized, tax-aware portfolio management,” Monisha commented. “Aris’ advisor-centric platform and dedication to innovation present a remarkable opportunity to enhance the way wealth managers offer efficient, customized investment solutions to their clients, bringing institutional investment sophistication to the retail sector.”
About Aris Investing
Aris Investing specializes in delivering personalized, tax-aware portfolio and tax overlay solutions for financial advisors, Registered Investment Advisors (RIAs), and family offices aiming for tailored, after-tax investment results. Since its inception in 2022, Aris manages over 4.7 billion dollars in assets across diverse investment strategies including direct indexing, Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and long/short tax-aware strategies. The firm integrates technology, tax management, and risk optimization to assist advisors in constructing portfolios that are in harmony with client objectives and long-term efficiency.
For more information on Aris, potential clients can visit www.arisinvesting.com.
Frequently Asked Questions
Who is Monisha Jayakumar?
Monisha Jayakumar is the newly appointed Chief Investment Officer at Aris Investing, bringing over 15 years of experience in quantitative investing.
What are Aris Investing's primary services?
Aris Investing provides personalized, tax-aware portfolio management and tax overlay solutions tailored for financial advisors and wealth managers.
When was Aris Investing founded?
Aris Investing was founded in 2022 and has quickly grown to manage over 4.7 billion dollars in assets.
What did Monisha do before joining Aris?
Before her role at Aris, Monisha was a Portfolio Manager at Allspring Global Investments, managing significant assets in various equity strategies.
What is the mission of Aris Investing?
Aris Investing aims to enhance personalized, tax-aware portfolio management and deliver efficient, customized investment solutions for financial advisors.
