WE Interviews: Rohanna Wise

Rohanna Wise
Founder & CEO
Wise Trading Technologies

Rohanna Wise is the founder and CEO of Wise Trading Technologies, a start-up in the fintech sector. The company’s flagship product, WiseRisk, is a currency exposure management system that automates and optimizes currency risk management for asset managers, an area in which Rohanna has great depth of experience.

A seasoned expert, Rohanna has been involved with FI and FX trading and trading technology for over two decades, spending eight years with MFS Investment Management and another two with Wellington Management before launching Wise Trading Technologies in 2015. Continue reading

WE Interviews: Katherine Collins

Katherine Collins
Head of Sustainable Investing
Putnam Investments

As Head of Sustainable Investing at Putnam Investments, Katherine Collins sits on the front lines of a growing trend in the investment field. Reporting to Aaron Cooper, Putnam’s CIO of Equities, Katherine works most closely with Stephanie Henderson, a fundamental analyst, and Alex Rickson, a quantitative analyst, but is quick to note that her group is integral to Putnam’s full investment team. “Our team is part of the organization as a whole, not a specialized unit off to the side. That’s something that’s still fairly unusual for people engaged in sustainable investing, and it’s the number one reason I chose to join Putnam.”

Katherine and her team have three charges: to raise Putnam’s fluency when it comes to sustainability and ESG-oriented issues; to think about dedicated products and strategies in this arena and what Putnam specifically could bring to the table; and to contribute to the broader development of the field of sustainable investing over time.
I recently sat down with Katherine to discuss the opportunities she sees in sustainable investing, the concept of biomimicry and its role in investing, and her reasons for choosing to pursue ESG with Putnam. Continue reading

Advice and Insight from Women Executives

After years of conducting interviews for our WE Women Executives series, I find that looking back over my conversations in aggregate often provides new insights and reflection. 2017 has been a very busy year for WE Interviews and also for our new interview series, C-Suite Insights. I wanted to share some of the highlights of past interviews as 2017 winds down and we begin to look ahead to 2018. Continue reading

WE Interviews: Jennifer Openshaw

Jennifer Openshaw
Founder & CEO
Girls with Impact

Jennifer Openshaw is something of a modern-day Renaissance woman. A nationally known consumer financial innovator, author, and commentator, she has been at the forefront of change, from Silicon Valley to Wall Street to Main Street. She currently works with EY’s digital financial wellness platform and is also building Girls with Impact, a unique entrepreneurship program created just for girls to help corporate leaders engage in diversity and develop the next generation of female talent. This comes following her role as Partner and Global Marketing Leader at Mercer, where she helped lead the ‘When Women Thrive’ research platform.

I recently had the chance to sit down and speak with Jennifer about the roots of her interest in financial services, the drivers of her success and her take on current and future trends. Continue reading

C-Suite Insights: Lynn Blake

Lynn Blake, CFA
Executive Vice President & CIO
Global Equity Beta Solutions
State Street Global Advisors

As Executive Vice President and Chief Investment Officer of Global Equity Beta Solutions for State Street Global Advisors, Lynn Blake’s list of responsibilities is long and far-reaching. A longtime State Street employee, Blake oversees approximately $1.5 trillion in assets under management, with a team of approximately 75 portfolio managers based in five offices around the world: Boston, London, Hong Kong, Tokyo and Sydney. Her group is responsible for strategies in the equity space, which includes everything that SSgA does in indexing for institutional clients, i.e., commingled funds, collective vehicles, mutual funds, SPDR ETFs, and separate accounts.

Smart-beta assets are a great source of activity and growth for Blake’s group, whose smart-beta strategies include assets that it manages against third-party indexes as well as its own proprietary strategies developed by Jennifer Bender, research head on Lynn’s leadership team.  Blake also oversees SSgA’s Corporate Governance team, led by Rakhi Kumar, which is responsible for all of SSgA’s asset stewardship and proxy voting. She reports to SSgA’s Global Chief Investment Officer, Richard Lacaille, who is head quartered in London.

We recently sat down to chat about the evolution of her career, including nearly 30 years with SSgA, and her strategies for success. Continue reading