Geoff Kelley, CFA
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As the global head of strategic asset allocation within the firm’s multi-asset solutions team, Geoff is active in the portfolio construction process, most notably with respect to the longer-term strategic themes and targets across the global range of asset allocation products and solution, and is responsible for portfolio management activities for target-date, target-risk, managed volatility, derivative, and multi-asset class income strategies. In his capacity as head of systematic equity beta, Geoff oversees and monitors the investment activity of systematic equity beta, as well as handling portfolio management responsibilities for the firm’s factor-based equity exchanged-traded funds (ETFs). In addition, Geoff also conducts fundamental and quantitative research across various asset classes and investment strategies.
Prior to joining the firm, Geoff spent 5 years at State Street Global Advisors (SSGA) managing the research team as well as developing bespoke client solutions within SSGA’s investment solutions group. In these roles, he promoted factor-based asset allocation strategies across a wide variety of multi-asset class solutions, most notably within the target-date space. Prior to joining SSGA, Geoff co-founded and was one of two portfolio managers for a quantitative long-short small-/mid-cap equity hedge fund, Vernon Square Capital, which employed a multifactor and optimized alpha investment process. In addition, Geoff spent over 14 years at Putnam Investments as a portfolio manager, initially within high-yield fixed income and later within quantitative equities, where he was responsible for developing, evolving, and implementing a factor-based optimized alpha model that was an integral part of the investment process of a balanced strategy. Geoff holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Education: B.A., Finance, Washington State University; M.B.A., Duke University Fuqua School of Business
Joined the company: 2018
Began career: 1994