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About
Rob Wilson is the Head of Investment Strategy at Ethic Inc., a sustainable investment platform based in New York City, where he is responsible for designing and implementing investment strategies that align with ESG (Environmental, Social, and Governance) principles for institutional and private clients. At Ethic, he leads the firm’s portfolio management initiatives, oversees asset allocation, and collaborates with clients to integrate values-driven mandates into globally diversified portfolios.
Prior to Ethic, Rob held roles at Russell Investments as Associate Portfolio Manager and Portfolio Analyst, contributing to both active and passive investment strategies across equities and multi-asset solutions. His career has provided him deep exposure to managing traditional equities, sustainable and thematic strategies, and risk management processes for institutional mandates.
Rob holds an engineering degree from Columbia Engineering and a triple major in Applied Economics and Finance from The Australian National University, along with international studies at ESSCA Ecole de management. He is recognized for his expertise in ESG and sustainable investing, and has contributed to industry best practices around ethical investment solutions and portfolio customization for mission-driven organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ethic | Portfolio Manager | Aug 2021 to Present | — |
| Russell Investments | Associate Portfolio Manager | Aug 2018 to Aug 2021 | Associate portfolio manager for a multi-asset team covering absolute return and benchmark relative portfolios. Responsible for building and implementing strategic and tactical asset allocation models ... |
| Russell Investments | Portfolio Analyst | Mar 2017 to Jul 2021 | I was responsible for supporting the overall portfolio construction process, strategy and implementation for a number of multi-asset portfolios. I produced market analysis and views to inform position... |
| Russell Investments | Investment Strategy Analyst | Feb 2015 to Mar 2017 | As part of a global investment strategy team, I produced various market and economic analysis in the context of providing advice on multi-asset investment portfolios. I regularly presented investment ... |
| Australian Department of Treasury | Graduate Analyst | Feb 2013 to Feb 2015 | As part of various rotations, I delivered forecasts on two economic forecasting rounds with a focus on business investment, exports services and non-commodity exports; contributing to the 2012-13 and ... |
| Australian National University | Applied Portfolio Construction (School of Finance) Tutor | Jun 2013 to Dec 2013 | Tutored Bachelor of Finance capstone course ‘Applied Portfolio Construction’; covering portfolio risk, asset allocation, investment process, currency hedging and industry ethics |
| Australian National Internship Program, an ANU research program | Senate Intern, Parliament House | Aug 2012 to Nov 2012 | Produced a report and policy implementation recommendations for the roll out of the National Disability Insurance Scheme. |
| Australian Bureau of Statistics | Macroeconomic Integration Group | Jun 2010 to Jul 2012 | — |
| J.P. Morgan | Treasury and Security Services Intern: Investment Analytics and Consulting Group | Nov 2011 to Jan 2012 | — |
Education
Columbia Engineering
2019 — 2019
The Australian National University
Honours in Applied Economics, Applied Economics
2013 — 2014
The Australian National University
Bachelor of Economics / Bachelor of Finance, Finance, General
2009 — 2012
ESSCA Ecole de management
Bachelor of Economics, Economics
2011 — 2011
Skills & Expertise
Others at Ethic Inc. (4)
| Name | Role | Location |
|---|---|---|
B Bahrudin Kajtezovic | Senior Associate | New York, NY , United States |
 | Portfolio Manager | Washington, DC , United States |
 | Portfolio Manager | New York, NY , United States |
R Robert Barrett | Portfolio Manager | NY , United States |
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