Director, Research

Allen He, CFA, FRM

Allen He joined FCLTGlobal after getting his master’s degree in finance from the MIT Sloan School of Management. Prior to that, he worked at The Brattle Group, an economic consulting firm, as a senior research analyst in litigation and finance. While at Brattle, Allen worked on a variety of projects across the finance, utilities, and industrials sectors, where he led data modeling work in corporate valuations and derivatives hedging. Recently, Allen has worked on projects focused on risk management – including a currency risk prediction model as part of a joint research practicum between MIT and a global asset management firm.

Allen holds a B.A. in Math and Economics from Cornell University and a MS from MIT.

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Innovation | Article

AI’s Dividend: Short-Term Windfall or Long-Term Value?

By Allen He, CFA, FRM

29 September 2025 - But transformation doesn’t guarantee payoff. As the New York Times recently reported, companies are pouring billions into AI, yet many are still waiting to see a material impact on the bottom line. The issue isn’t the technology—it’s the time horizon. AI returns accrue over years, not days or weeks, and only those with the patience and discipline to reinvest will fully realize its potential. In the meantime, many large firms are already attributing workforce reductions to AI-driven productivity—and Wall Street is cheering the resulting financial windfall....

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Risk and Resilience | Report

Ahead of the Curve: Factoring the Cost of Carbon Into Long-Term Decision-Making

By Allen He, CFA, FRM, Joel Paula, CAIA, Jessica Pollock

14 July 2025 - Climate change is a force reshaping the global economy—and will influence capital allocation for decades to come. Climate-related risks and externalities, especially carbon emissions, are becoming material to long-term financial decision-making.

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Earnings Guidance, Investor-Corporate Engagement | Article

The End of Quarterly Guidance: A New Era for Corporate Strategy

By Allen He, CFA, FRM

17 October 2024 - For years, the corporate world was entrenched in the practice of providing quarterly earnings per share (EPS) guidance. The latest data shows it may finally be on its way out.

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