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.

Back to Our Team

Investor-Corporate Engagement | Article

The Buyback Mirage: What Record Share Repurchases Are Hiding

By Allen He, CFA, FRM

26 November 2025 - Without disciplined capital allocation, buybacks can signal weakness, not strength. According to a recent MarketWatch article, analysts have labeled Apple’s $100 billion announcement “disappointing” — not because it was small, but because it failed to set a new record.

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Innovation | Article

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

By Allen He, CFA, FRM

29 September 2025 - Optimists call it “the fourth industrial revolution.” Skeptics have called it “the end of the human race.” Regardless of where you stand, artificial intelligence is rapidly transforming how companies operate—from efficiency gains to headcount reductions to sweeping changes in capital allocation.

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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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