Vitaly Veksler

Vitaly Veksler founded Beyond Borders Investment Strategies (BBIS) in 2014 and serves as the firm’s CEO and Portfolio Manager. He is an investment management professional with over 20 years of experience. Throughout his career, Vitaly has specialized in identifying global and country-specific macroeconomic, geopolitical, business, and investment valuation trends and translating these trends into individual investment selections and asset allocation decisions for global multi-asset class portfolios.

At BBIS, Vitaly manages Global ex-US and Emerging & Frontier Markets Country Value Equity portfolios built from single-country exchange-traded funds (ETFs) of developed, emerging, and frontier countries. He also advises other investors on which countries to invest in. Vitaly has presented the firm’s investment strategies and discussed the emerging market, global investing, and impact investing topics at such thought-leading industry organizations as CFA Society Boston and leading universities such as Boston University, Tufts, Cornell, Harvard, and MIT. Articles and interviews with Vitaly about BBIS’ investment strategies have been posted on ETF.com, Yahoo Finance, Fidelity.com, QProb (quantitative investment blog), Harvest (digital marketing platform connecting investors with financial firms and products), The Investors Podcast (with its motto “We Study Billionaires”), Finding Unique Value Podcast, and Advisors Perspectives (a leading online publication for wealth managers).

Before BBIS, Vitaly was Vice President at BNY Mellon Asset Management. There he authored highly successful quarterly Global Economic & Market Outlook reports that were initially distributed to BNY Mellon Asset Management’s largest institutional clients, and later to all institutional and private clients of BNY Mellon (not just those of BNY Mellon Asset Management) worldwide as an example of the BNY Mellon’s thought leadership in the asset allocation area. As part of BNY Mellon’s internal consulting group, he also focused on answering challenging questions about the global and emerging investing topics posted by the company’s largest institutional clients. Among other high-profile projects, he co-developed a new framework for thematic investing in emerging market equities and wrote an influential paper that was featured in the Chief Investment Officer Magazine. Before BNY Mellon, Vitaly worked on the Technology equity team at Fidelity Management & Research, the famed equity research group of Fidelity Investments, and the top-ranked Energy equity team at State Street Research & Management (now BlackRock). Vitaly analyzed business, economic, and political trends affecting global public equities and identified global companies’ stocks that benefitted from these trends.

Vitaly is a CFA charter holder, served for three years on the CFA Society Boston’s Board, and led the society’s Economist & Strategist Program Committee for six years. He received his MBA degree from The MIT Sloan School of Management, his Master of Arts in Law and Diplomacy (MALD) degree with a concentration in International Finance from The Fletcher School at Tufts University, and his Diploma (BS and MS degrees combined) in Management Information Systems and Artificial Intelligence from Moscow Technical University (MIREA).