Shu-Yang is a Managing Director and Senior Portfolio Manager for the Global Fixed Income team at MacKay Shields. He is a Portfolio Manager of the MainStay MacKay Unconstrained Bond Fund and focuses on high yield strategies. He is a member of the Credit Committee and Investment Policy Committee. He leads the ESG implementation effort for the team and ensures that each analyst and portfolio manager integrates ESG considerations into the Global Fixed Income team’s investment process.
Shu-Yang joined the firm in 2010 as a Trader in the Global Fixed Income team. Previously, he was a Portfolio Manager and Head of Research for UBS Global Asset Management. He was also a Portfolio Manager at Eaton Vance, Wells Fargo Bank, and FT Interactive. He has worked in the financial services industry since 1988.
Shu-Yang earned a B.S. in Computer Science from York University and an M.B.A. from the University of California, Berkeley.
Chartered Financial Analyst (CFA)
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The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
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