Lisa Central

Professional Information

Lisa M. Plaxco, Chartered Financial Analyst
Director, First Quadrant, L.P.
800 E. Colorado Blvd.., Suite 900
Pasadena, CA 91101
(805) 569 6974 [voice]
(626) 396 3241 [fax]

First Quadrant is an affiliate of Affiliated Managers Group

Electronic mail address
lisa@firstquadrant.com

First Quadrant web address
http://www.firstquadrant.com

Lisa Plaxco, CFA is a Director in First Quadrant's global derivatives group.  She shares responsibility for research, implementation and marketing of First Quadrant's global macro strategies, with specific expertise in asset allocation and rebalancing.  Lisa joined First Quadrant in January 1992, serving first as the senior researcher for the US equity strategy and later as the head researcher in the London office. Lisa returned to the Pasadena office in 1997 and became a CFA charterholder in 2004. Before entering finance, she was a research scientist for Maxdem, a polymer chemistry company, and taught physics at Westridge School for Girls.  Mrs. Plaxco holds a Bachelors of Science degree from the California Institute of Technology, having studied organometallic catalysis under Harry Gray and atomistic simulations under Bill Goddard.

Articles, book chapters and monographs

• Managing Investment Portfolios: A Dynamic Process, 3rd edition (Wiley, 2007)
  Ch. 11,Monitoring and Rebalancing
  Robert D. Arnott, Terence E. Burns, Lisa Plaxco, and Philip Moore
  


• Bottom-up Valuation in Global Asset Allocation
  


• Rebalancing a Global Policy Benchmark, JPM Winter 2002
• CFA Digest
• Related FQ Monograph


• Tactical Rebalancing


• Other First Quadrant Research