Rob Balkema, CFA®, senior portfolio manager of multi-asset funds, Russell Investments.
Rob Balkema is a portfolio manager working on Russell Investments’ multi-asset funds, based in New York. In this role, Rob manages Russell Investments’ fiduciary solutions mandates, which integrate Russell Investments’ equity, fixed income, real asset, and alternative capabilities globally. He is tasked with creating strategic asset allocations for the portfolios, selecting active strategies or passive alternatives to populate asset classes, and dynamically positioning the total portfolio in order to help clients achieve their objectives.
Prior to his current role, Rob was a senior analyst in the investment process and risk group. In this role, Rob focused on improving the measurement, evaluation and enhancement of Russell Investments’ portfolio management practice.
From 2006 until 2009, Rob was based in Seattle as a member of the global equity team, serving in multiple capacities. He was responsible for evaluating asset management firms worldwide that offer global, international, and emerging market equity mandates and supported portfolio managers in the structuring and monitoring of Russell Investments’ global equity strategies.
Rob holds a B.A. in economics from Harvard College and a Chartered Financial Analyst® designation.