State Street Investment Management
Simon Roe, CFA, is a seasoned professional in portfolio management with over two decades of experience at State Street Global Advisors, where Simon has held increasing leadership roles since August 2002. Currently serving as Senior Managing Director and Co-head of Portfolio Management for Active Quantitative Equities, Simon leads the Enhanced Equity funds, managing significant assets under management while ensuring effective communication of performance drivers to global clients. Previous positions include Managing Director of Benchmark Relative Strategies and International Enhanced Equity, where Simon developed ESG strategies and managed global equity portfolios. Earlier experience includes a role as Quantitative Investment Manager at Merrill Lynch and a Senior Consultant position at MSCI Inc. Simon holds a Bachelor of Science degree in Banking and International Finance from Bayes Business School.
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State Street Investment Management
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At State Street Investment Management, we have been delivering better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $4 trillion in assets managed1, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.