Bringing you live news and features since 2006 

shaking hands

SSGA appoints chief portfolio strategist

RELATED TOPICS​

State Street Global Advisors (SSGA) has appointed Lori Heinel as chief portfolio strategist.

In this newly created position, Heinel will oversee a global team of 20 investment professionals dedicated to communicating information about investment strategies and solutions to prospects, clients and consultants.
 
“Lori brings a strong blend of client and investment knowledge to the position and her varied experience has given her a keen understanding of the intricacies and distinct needs of a wide range of clients,” says Rick Lacaille, global chief investment officer at SSGA. “This breadth of knowledge will help ensure that we continue to deliver solutions and services to clients that are expressly targeted to meet their specific needs and objectives.”
 
A 30-year industry veteran, Heinel most recently served as chief investment strategist for OppenheimerFunds, where she oversaw product management, product development and investment thought leadership. Prior to joining OpenheimerFunds, she was head of investment solutions for Citi Private Bank, where she led a team responsible for working with ultra-high net worth clients, family offices, private foundations and institutional clients to develop customized investment strategies. Before Citi, Heinel led the global investment products group at SEI Investments. She began her career as an investment banking analyst and trader for Credit Suisse First Boston.
 
“SSGA has built a well-earned reputation for investment prowess and exceptional client service, and I’m thrilled to be at the nexus of both,” says Heinel. “I look forward to working with the firm’s talented investment and client service professionals as we continue to help clients navigate the markets and strive for successful investment outcomes.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by