Steven Schoenfeld is the Chief Investment Officer for Global Quantitative Management at Northern Trust Global Investments (NTGI), which has about $210 billion in index and enhanced index strategies committed to the world's major equity and debt markets.   In this capacity Steven heads NTGI's Global Quantitative Investment Committee and works with his colleagues to deliver industry-leading product capabilities and investment performance.

He was the Founder of IndexUniverse.com and a Senior Research Fellow at Duke University's Global Capital Markets Center.  He served as the Editor-in-Chief of IndexUniverse.com from it's inception in 2002 until Autumn 2004, and was also a Managing Partner of Global Index Strategies, specializing in financial product development and benchmark selection. 

In 2003, Steven served as Chief Investment Officer of Active Index Advisors (AIA), a San Francisco-based asset manager specializing in customized, tax-optimized enhanced index portfolios for individuals and institutions.   He was responsible for all of AIA’s investment and product development activities, supervised the portfolio management process and worked with clients and strategic partners to develop efficient strategies for accessing global markets. 

Previously he was a Managing Director at Barclays Global Investors (BGI).  In his six years at BGI, he served in a range of positions focusing on international and global index-based strategies, including Head of International Equity Product Management, Chief Investment Strategist and Team Leader of BGI's International Equity Management Group.  In this latter role he was responsible for the management of over $70 billion in developed international and emerging market index investments, including BGI's international and global iShares exchange-traded funds. He also served as BGI's Global Coordinator for Index Methodology, and was a member of BGI's Global Equity Index Investment Committee.

Prior to joining BGI in 1996, Steven worked for five years at the International Finance Corporation (IFC) - the private sector affiliate of the World Bank - where he helped develop the IFC Investable (IFCI) Emerging Market Indexes (now managed by Standard & Poor's) and structured the first index funds and derivatives based on the IFCI Indexes. Before joining IFC, Steven worked for seven years in the derivatives industry, including three years at the Singapore Exchange (previously known as SIMEX) where he was a 'local' trading Japanese stock index futures.

Steven was a Fulbright Scholar in Economics at the National University of Singapore, holds a B.A. in History and Government from Clark University, and received a M.A. in International Economics and American Foreign Policy from the Johns Hopkins University School of Advanced International Studies (SAIS). He is the co-author of The Pacific Rim Futures and Options Markets (McGraw Hill/Probus, 1992), and 'The Multiple Dimensions of Global Equity Risk Management' in Global Investment Risk Management (McGraw-Hill, 2000). He has also written numerous articles on investing and benchmark issues in publications such as The Far Eastern Economic Review, Institutional Investor, Pensions and Investments, and the Nikkei Financial Daily.

Steven is a member of the American Stock Exchange’s New Product Development Committee, the Dow Jones Wilshire Indexes Advisory Board, the FTSE Global Equity Indices Committee, the Russell Indexes Client Advisory Board, and the Standard and Poor’s U.S. Index and Global Index Advisory Panel. He serves as a member of the FTSE Equity Indexes Committee and Chair of the FTSE Americas Regional Committee. He is also member of the Pacific Council for International Policy and the World Affairs Council of Northern California.

Organizational Affiliations

http://www.northerntrust.com/

http://www.IndexUniverse.com/

http://www.amex.com/

www.standardandpoors.com

http://www.ftse.com/

http://www.law.duke.edu/globalmark/

http://www.journalofindexes.com/

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