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Name | Title | Since | Until |
---|---|---|---|
Simon Roe | Lead Portfolio Manager | 2010 | Now |
Biography | Simon Roe, CFA, is the lead Portfolio Manager of the Portfolio, a Senior Managing Director of SSGA, and Co-Head of Quantitative Equity Core Portfolio Management in the AQE Group. His responsibilities include overseeing portfolio management in quantitative funds across the risk spectrum, managing portfolios and contributing to research and product development for AQE products. He has been with SSGA since 2003 and in the AQE group since it was formed in 2013. Prior to 2013, he was in the Enhanced Equity Group. Previously, Simon worked at Merrill Lynch Investment Managers in the Quantitative Advisers team where he managed option based protected funds and quantitative asset allocation funds. Before this, Simon was a Senior Consultant for Barra International. He has been working in the investment management industry since 1993. Simon holds a BSc in Banking and International Finance from the City University Business School, London. He earned the Chartered Financial Analysts designation and is a member of CFA Institute and also holds the Associate Society of Investment Professionals designation from the UK Society of Investment Professionals. |
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