- June 23, 2026
- Posted by: vidhi@india.cfasociety.org
- Category:
Sailesh is the Founder and CEO of Borealis Global Analytics, a research-driven platform focused on systematic, country-level equity allocation and portfolio construction for global investment professionals. He develops and applies macroeconomic and smart beta frameworks to inform country allocation decisions and global portfolio construction.
Sailesh is the pioneer of the Medium-Term Country Yield Forecast, a framework developed by extending Shiller’s CAPE ratio to international markets. His research has been published in leading practitioner journals, including the Journal of Portfolio Management and the Journal of Index Investing. His notable works include “Using CAPE to Forecast Country Returns for Designing an International Country Rotation Portfolio” and “A Prognostic Yield Measure for Country Selection in the Medium-Term.”
During the European sovereign debt crisis, Sailesh contributed to developing analytical frameworks at Yardeni Research to assess sovereign balance-sheet risks across the GIIPS countries—Greece, Ireland, Italy, Portugal, and Spain—thereby helping inform global investment perspectives during a period of systemic stress.
His professional experience spans global equity strategy, economics, and technology, including roles at Yardeni Research, CCM Investment Advisers, the World Health Organization, and Blue Cross Blue Shield. This multidisciplinary background informs his approach to integrating macroeconomic insight with systematic portfolio design and data-driven investment frameworks.
Sailesh holds a B.Tech in Electrical Engineering from NIT Warangal, India; an MBA from the University of South Carolina; and a Master of Arts in Law and Diplomacy in International Economics from The Fletcher School at Tufts University.