Michael Kovacs
Senior Solutions Portfolio Manager at Westwood Holdings Group Inc.
About
Michael Kovacs is the Senior Solutions Portfolio Manager at Westwood Holdings Group, Inc., based in Chicago. In this role, he leads the design and execution of technology-driven equity solutions, leveraging his expertise to deliver adaptive, transparent, and outcome-focused portfolios for institutional and intermediary clients. He is part of the Managed Investment Solutions team, which specializes in constructing customized portfolios across multi-asset strategies, often integrating Environmental, Social, and Governance (ESG) considerations through the use of sophisticated screening and technology tools.
Prior to joining Westwood, Kovacs was Head of Technology Strategy (Investments) at Legal & General Investment Management, where he directed investment technology initiatives, and Co-Head of Nexus, a joint effort merging investments and technology at LGIM America. His career is distinguished by more than 20 years at the intersection of investment management and technology-driven product innovation, focusing on technology-enabled equity and multi-asset investment solutions for institutional clients.
Kovacs holds a BS in Finance and Economics from Boston College, and attended The Peddie School. He is recognized for his leadership in integrating advanced analytics, digital transformation, and ESG implementation into investment processes, contributing to the evolution of outcome-focused and values-based investment solutions throughout his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westwood Holdings Group, Inc. | Senior Solutions Portfolio Manager | Apr 2024 to Present | Our Investment Solutions capability will empower our clients with the flexibility to access a wide spectrum of market and thematic exposures that can be tailored to their specific goals and preference... |
| Legal & General Investment Management (LGIM) | Head of Technology Strategy (Investments) | Nov 2020 to Apr 2024 | - Focused on defining and implementing technology changes to support all investment teams, with a key focus on achieving our strategic, target operating model.
- Work closely with partners in Enginee... |
| Legal & General Investment Management America | Co-Head of Nexus, a joint initiative between Investments and Technology | Jan 2018 to Nov 2020 | Co-led a global team responsible for delivering new capabilities across portfolio management, trading, trade compliance, analytics, and data. |
| Legal & General Investment Management America | Head of Index Investment Technology | Apr 2016 to Jan 2018 | Product owner of a new, global indexing platform for all of our equity and fixed income index funds. Modernized the workflows to help increase scale and reduce risk. |
| Northern Trust Corporation | Global Equity Team | Nov 2006 to Apr 2016 | Designed a new indexing system, modernizing workflows and building consistency across offices in New York, Chicago, London, and Hong Kong.
Designed and built quantitative technology solutions to incr... |
| Susquehanna International Group | Tactical Developer - Energy Desk | Aug 2005 to Nov 2006 | Worked with traders and quantitative researchers to develop tools to exploit opportunities in the power and weather markets. |
| Barclays Global Investors | Portfolio Management Technology | Jul 2003 to Jul 2005 | A software developer on a small team building a proprietary application for managing index portfolios. |
| Barclays Global Investors | Index Research Group | Jun 2000 to Jul 2003 | A quantitative developer building specialized applications to enhance the capabilities of the portfolio management teams. |
| First Union Capital Markets | System Developer | Jan 1999 to Dec 2000 | Software developer supporting customized tools used for tracking loan documents. |
| Dow Jones | Senior Index Analyst | Jan 1997 to Dec 1999 | Wrote software to better automate the creation and analysis of new global indexes. |
Education
Boston College
BS, Finance, Economics
1993 — 1997
The Peddie School
1989 — 1993
Skills & Expertise
Others at Westwood Holdings Group Inc. (22)
| Name | Role | Location |
|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States |
D Danyell Ackerman | AVP Trust Trader | TX , United States |
| Vice President, Portfolio Manager, Research Analyst | Dallas, TX , United States | |
| Senior Analyst | New York, NY , United States | |
| AVP Trader | Houston, TX , United States | |
| Research Associate | Houston, TX , United States | |
| VP Trader | Traverse City, MI , United States | |
| VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
| Vice President, Senior Portfolio Manager | Houston, TX , United States | |
| SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States |