May Tong, CFA

Examiner
DISC Type : cs

Managing Director - Portfolio Manager at Principal Asset Management

New York, New York, United States

Overview

May Tong is a Managing Director and Portfolio Manager at Principal Global Investors, focused on multi-asset solutions and alpha-oriented manager selection. Her career includes quantitative and portfolio management roles at Franklin Templeton and Voya. She holds an EMBA from Columbia Business School and a BS from Boston College.

In 2024, May was recognized as an honoree in the "Top Women in Asset Management Awards. "

Personality Overview

Overcautious

Tough To Convince

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are thorough and always follow a systematic approach.

Topics They Care About

Manager Selection
Her core responsibility involves manager selection for multi-asset solutions, and she is actively hiring to build out her Manager Alpha Research & Selection team.
Real Assets
Frequently analyzes the strategic role of real assets in diversified portfolios, particularly in response to inflation and manufacturing data.
Alternative Investments
Demonstrates a strong focus on growing capabilities in alternatives, specifically hiring for roles centered on hedge funds and private markets.

Media Appearances

May Tong joins Principal® as portfolio manager for global asset allocation team. Featured in Principal Asset Management (principal.com)

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Franklin Templeton Investments announces the appointment of May Tong as Senior Vice President, Portfolio Manager for Franklin Templeton Multi‑Asset Solutions (FTMAS). Featured in Franklin Templeton (press release)

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Movers and Shakers: May Tong, Vice President, Portfolio Management – Multi‑Asset Strategies and Solutions, Voya Investment Management (formerly ING U.S. Investment Management). Featured in The Glass Hammer

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Work History

5-2021
Managing Director - Portfolio Manager at Principal Asset Management
6-2018 - 5-2021
SVP - Portfolio Manager at Franklin Templeton
6-2006 - 6-2018
Portfolio Manager at Voya Investment Management
7-2001 - 6-2006
Trader / Portfolio Manager at Merrill Lynch Quantitative Advisors
2000 - 2000
Audit Intern at Grant Thornton

Education

2008 - 2010
EMBA from Columbia Business School
1997 - 2001
Bachelors of Science from Boston College Carroll School of Management

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director - Portfolio Manager at Principal Asset Management
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Insights For Selling To May

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with May is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from May

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will May move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can May take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And May

Personality Compatibility


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