Steve Wetter Email & Phone Number

Greater New York City Area

Manages index and quantitative funds

Leveraging experience and knowledge of Asset Management industry, partnering with TCS system developers to align clients' IT with their business needs. Enhancing visibility of TCS Financial Solutions by demonstrating thought leadership.

Managed the first US-listed ETF to hold exclusively local Indian stocks (EPI)Created process to manage construction of Custom Index Baskets for ETFs. By doing so, optimized tax efficiency in a global $3 billion index reconstitution trade involving 25+ ETFs. Negotiated with the Authorized Participants to commit to complex, capital-intensive investment in these trades.Partnered with senior management and project management to integrate BNY’s quant business into Mellon Capital’s infrastructure. This included transitioning OMS/EMS used for 40+ ETFs and separately managed accounts.

Co-head of International Index Desk.Lead manager for high-profile clients including top tier US pension funds and sovereign wealth funds. Managed $30+ bn passive assets. Included equity, currency overlay, and global fixed income.Traveled globally to support client coverage and inter-office cooperation. Trained NT’s Tokyo client service team to trade and manage global index portfolios. Discussed market conditions, NT's REIT mutual fund, and the REIT industry in 10-minute appearance on Bloomberg TV.

Managed the first international fund entrusted by Fidelity Investments to a subadvisor.Presented at IMN World Cup of Indexing and Verizon’s Investment Manager Conference.Traded equity-LIBOR swaps in Enhanced EAFE index funds. Executed value-add trades based on index change, seasonal value, and risk arbitrage strategies.

Established derivatives-based process to enable international funds to accommodate daily cash flows.Managed and traded firm’s first passive global bond portfolio, which grew from ~$100 million AUM to over $10 billion. Supervised planning and implementation of processes that increased scalability of international indexing.

Mba, Finance

Activities and Societies: Graduated with honors (top 10% of class)

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