Susanna Rasmussen
I’m an independent investor and financial analyst with 17+ years across foreign-exchange and derivatives trading, rules-based multi-asset portfolio construction, and cash-flow real estate. Formerly at Morgan Stanley PWM for 11 years, I combine macro judgment with quantitative rules to control drawdowns, manage liquidity, and rebalance with discipline.
Investment Philosophy
I don’t try to predict—I prepare. I translate macro signals into clear rules, allocate assets by purpose, and rebalance with discipline. By combining theory and practice—focusing on risk-adjusted outcomes—and letting compounding work over time, I pursue steady growth and long-term value creation.
Risk First
Protect downside via position sizing, liquidity management, and rule-based risk controls before seeking returns.
Macro + Quant
Blend macro judgment with quantitative signals across FX, commodities, and real assets; keep decisions consistent and testable.
Purposeful Allocation
Assign assets to roles—growth, income, hedge—and rebalance on a set cadence.
Professional Experience
Independent Investor / Financial Analyst
- Trade FX and derivatives via a risk-first, rules-based process blending macro context and quantitative signals.
- Build diversified multi-asset portfolios; schedule rebalancing to manage volatility, drawdowns, and liquidity.
- Manage leased real estate for stable cash flow and long-term appreciation.
- Run due diligence across clients, markets, and jurisdictions; document decision rules and post-trade reviews.
Morgan Stanley — Private Wealth Management (HNW)
- Senior HNW client coverage; coordinated cross-account trading, portfolio management, and operations.
- Executed restricted stock; FX liquidity derivatives; USD/EUR/GBP and commodities (gold, oil, natural gas).
- Partnered with Risk & Compliance to streamline workflows, strengthen controls, and enhance client experience.
- Developed proposals and portfolio reviews aligned to client goals and risk appetite.
Sydkraft — Investment Analyst (Natural Gas Trading)
- Supported natural-gas trading with monitoring and analysis; contributed to trade preparation and post-trade review.
- Monitored market fundamentals and assisted with risk/position tracking and reporting.
Education
Stockholm School of Economics
Activities: Technology & Business Club; industry talks; simulations; entrepreneurship workshops.
HEC Paris
Cross-cultural projects, social-impact initiatives, leadership workshops, and case competitions (team lead).
University of California, Berkeley
Accounting Club; management-accounting seminars in collaboration with IMA. Returned to Stockholm after graduation.
Skills
Core
Markets & Instruments
Tools & Tech
Soft Skills
Contact
For investment collaboration, advisory opportunities, or speaking engagements, feel free to reach out.