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 | Report

Worth the Wait: R&D-Intensive Public Companies Outperform Over the Long Term

By Allen He, CFA, FRM

20 May 2026 - This report examines a central question: Do public markets actually reward sustained investment in innovation over the long term?

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Article

Sovereign Wealth Funds: The New Drivers of Long-Term Capital

By Allen He, CFA, FRM

3 February 2026 - Sovereign wealth funds (SWFs) are rapidly emerging as the world’s dominant long-term investors.

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Report

FCLT Compass Report: Near-Term Flexibility For Long-Term Value

By Allen He, CFA, FRM, Jessica Pollock

29 December 2025 - Our latest annual benchmarking report reveals that despite record wealth, market participants are positioning themselves for flexibility and liquidity rather than committing capital for the long term.

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