Mike Roberts

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 Mike Roberts

Mike Roberts

PortfolioMetrix , Chief Proposition Officer

Mike is Head of Innovation and responsible for ensuring the PortfolioMetrix investment proposition and proprietary decision support and portfolio construction system Wealth Explorer remain cutting edge and fit for purpose. Mike is also a key member of the investment team responsible for all areas of asset allocation, fund selection and portfolio construction. Mike also runs the UK distribution business.

Prior to starting PortfolioMetrix Mike worked as an Investment Advisor at Barclays Wealth in London. Mike’s primary responsibility was designing and maintaining long term asset allocations and portfolios for high net worth individuals. As the key investment individual in the Front Office Investment Committee, Mike often led the discussions around fund selection, asset allocation and portfolio construction and often chaired the meetings later in his career. During this time Mike discovered the inefficiencies in the classic approach to wealth management and portfolio management and set about designing and building a new portfolio construction system. This system was rolled out to the entire global front office and is now a key tool for portfolio construction at Barclays Wealth.

In 2003 Mike joined BlueBay Asset Management, an institutional specialist manager of fixed income credit funds. Mike’s main role was as a Structurer in the financial engineering team, which provided a suite of products across three key areas – fund derivatives, structured funds and CDOs. Mike also worked with the portfolio managers on portfolio strategies, rebalancing/optimizing, risk analysis, advanced derivatives strategies and building various models. Mike’s first role after leaving university was as a Quantitative Analyst Programmer at OCCAM Financial Technology which produces portfolio optimisation and risk analysis software. Mike was responsible for a number of new systems including a market leading portfolio risk analysis system.

Mike holds a Master’s degree in Aerospace Engineering from UMIST and is a CFA® charterholder. Mike has over 15 years of experience in the financial services industry. 

TRACK A: UK Fund Distribution - Panel Discussion: How solutions are structured and what selectors are looking for?

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