Sweta Vaidya

Sweta Vaidya

New Jersey
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New Jersey

Committees & Areas of Interest

Callan Inclusion Committee

Fixed Income

Sweta is a fellow of the Society of Actuaries, an enrolled actuary, and a holder of the right to use the Chartered Financial Analyst® designation.

Sweta Vaidya, FSA, CFA, EA, is a senior vice president and a consultant in the Capital Markets Research group. Sweta is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal fixed income manager structures, and providing custom research on a variety of investment topics. She consults to a wide range of asset pools: corporate and public defined benefit plans, insurance funds, hospitals, and health-care systems. Sweta is a member of Callan’s Inclusion Committee.

Sweta joined Callan in 2018 from Willis Towers Watson where she was a director in the Investment Strategy Group. Her primary responsibilities included performing asset/liability studies for some of the largest corporate pension plans, non-ERISA pension trusts and nuclear decommissioning trusts in the US. She has modeled these funds for the purpose of determining asset allocation, setting dynamic de-risking policies over time, settlement analysis, and making funding policy decisions.

Prior to joining Watson Wyatt Investment Consulting in August 2009, Sweta was an actuarial analyst in Watson Wyatt’s Retirement Practice where her responsibilities included stochastic modeling, actuarial valuations, plan design studies, and other special projects for U.S. pension clients.

Sweta received a BS (cum laude) in finance and actuarial science from New York University’s Stern School of Business. She is a fellow of the Society of Actuaries (FSA), an enrolled actuary (EA), and a holder of the right to use the Chartered Financial Analyst® designation (CFA).

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