Arun Soni
Chief Executive Officer @Phaseinvest
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WORK HISTORY
Chief Executive Officer @Phaseinvest
Berlin, DE
phaseinvest delivers outperformance versus benchmarks (Alpha) across its index suite by combining three core principles: disciplined rules-based portfolio management, a proprietary market regime identification model, and reducing cognitive biases inherent in financial datasets.
EDUCATION
University of Nevada-Las Vegas
Bachelor's degree, Accounting
Texas A&M University
Master's degree, Finance and Financial Management Services
SKILLS
ABOUT ARUN SONI
My mission is to empower financial advisors to improve client outcomes at scale.With over 25 years in equity portfolio management, I’ve seen how a systematic investment process based on time-tested and proven concepts of quantitative finance, yields consistent and repeatable portfolio returns. The financial world thrives on complexity, but I’ve always believed the best outcomes come from clarity. That’s why I built phaseinvest—a firm rooted in curating rules-based strategies that eliminate noise, correct biases in financial data, and adapt rigorously to market realities. What drives us at phaseinvest Proven frameworks: Our indexes leverage decades of equity expertise and proprietary models to consistently outperform benchmarks (Alpha). Empowering advisors: Wealth managers use our strategies as building blocks to craft portfolios designed for long-term resilience. Future-forward thinking: While traditional equities are our foundation, we’re exploring innovations like Tokenised Equity RWA to deliver equity alpha via DeFi, and improve outcomes for crypto wallets.Investing shouldn’t be a game of chance. My mission is to help advisors and investors cut through short-term hype and focus on what’s measurable, repeatable, and grounded in data. See PhaseInvest’s live index performance, independently calculated by our partner @IndexOne.Learn more at
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