Featuring Stephanie Pierce

Stephanie M. Pierce is the CEO of ETF, Index and Cash Investment Strategies at BNY Mellon Investment Management. In this role, she has responsibility for the development of the firm’s sponsored ETF offering as well as the index and money markets businesses, with over $595 billion in assets under management (as of 6-30-2020). Stephanie is an entrepreneurial investment management veteran with extensive leadership experience driving strategic change and commercial innovation across investment management companies. Over the course of her nearly three-decade career, Stephanie has proven especially adept at spearheading the conceptualization, launch, and growth of businesses and cross-platform initiatives that touch multiple business lines across large enterprises.

Prior to joining BNY Mellon in 2018, Stephanie served as Executive Vice President, Investment Product Group at Fidelity Investments, where she led product strategy for Fidelity’s $2T asset management business. A member of the Asset Management Senior Management Team, Stephanie ran strategy and development for more than 500 mutual funds and other investment products, and brought several key investment solutions to market.

Previously, Stephanie was Executive Vice President, Investment Business Development, where she combined her investment experience and commercial background to lead a growth agenda through product development, thought leadership and institutional portfolio management. Joining Fidelity in 2010, she launched an investment thought leadership program that included innovative research, rebuilt the firm’s relationship with Morningstar to improve ratings, and created shared product priorities and governance procedures across multiple teams.

Before joining Fidelity, Stephanie was Senior Vice President, Product Management, Business Development and Client Portfolio Management at Janus Henderson. In this role, Stephanie created and managed a global product organization to maximize the commercial viability of Janus investment strategies, raising over $4B in new assets. Stephanie also enjoyed a 13-year tenure in various roles at Goldman, Sachs & Co. in New York and San Francisco.

Stephanie has a BA in International Relations from Stanford University, and holds the Series 24, 7 and 3 certifications. She is a member of the Board of Overseers at Beth Israel Deaconess Medical Center in Boston, a member of the Board of Overseers for the Boston Ballet, a member of the Advisory Board of the Journal of Retirement, and a Trustee for the US Ski and Snowboard Foundation Board.

The CAIA Association
The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.

FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 131,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices.  Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.

The FDP Institute
The Financial Data Professional Institute (FDPI) was established by the  CAIA Association to address the growing need in finance for a workforce that  has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics driven. The Financial Data Professional (FDP) is a global designation for  investment professionals with data science skills.

MUFG
MUFG Investor Services is an industry leader in asset servicing, banking and fund financing, working with some of the largest investment firms in the world. Leveraging the financial and intellectual capital of Mitsubishi UFJ Financial Group (“MUFG”), one of the largest banks in the world with more than US$2.8 trillion in assets, our diversified client base includes hedge funds, fund of hedge funds, regulated funds, private equity and real asset funds across a broad array of investment strategies, asset types, and fund structures.

Our foundation is rooted in the commitment to meet the needs of our customers. Our global scale, breadth of services, and industry leading technology, along with the quality of our insights allow us to create partnerships with our clients and distinctive solutions that meet their specific priorities. www.mufg-investorservices.com

State Street
We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges. We recruit the best. We build partnerships and invest in innovation to help them innovate and grow. Through our new fully interoperable platform, State Street Alpha SM , we bring together our clients’ choice of real-time data and intelligence across the investment lifecycle to help them make better decisions and deliver growth for their clients. With built-in flexibility and scalability, Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations.

Vanguard
Vanguard was founded in 1975 upon a simple, but revolutionary idea: an enterprise owned by the mutual funds it offers and managed solely in the interests of its fund shareholders. Unlike other investment management companies, Vanguard is owned by the Vanguard funds, which in turn are owned by our clients. This unique structure represents a radical departure from the industry norm, where management companies ultimately serve their fund and company owners.

Headquartered in Malvern, Pennsylvania and with offices worldwide, Vanguard is one of the largest investment management companies offering actively managed, index, and exchanged-traded funds, advice, and related services to more than 30 million clients. Vanguard manages more than $5.9 trillion on behalf of individuals, institutions, and financial professionals.

More than 17,000 crew—what Vanguard calls its’ employees—serve our clients with dedication, integrity, and care—guided by a clear purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.