Greg Nordquist, CFA

Greg Nordquist

DIRECTOR, OVERLAY STRATEGIES

BB.A., Finance and Accounting, University of Puget Sound
CFA Charterholder, CFA Institute, 1997


Greg Nordquist is a director, overlay strategies on the overlay services team for Russell Investments. This team manages custom overlays for large institutional investors. Assignments include equitization, policy implementation, portable alpha, and liability-based solutions as well as client-directed hedges. Through these assignments, Russell Investments strives to improve the implementation of existing investment strategies by reducing slippage inherent in most portfolios and provide an efficient platform for implementing newer strategies such as portable alpha and interest rate hedging. From 1996 to 2006 Greg was with Russell Investments’ U.S. consulting group, the final eight years as a consultant. In that role Greg provided advice to large institutional fund clients on all aspects of their investment programs including governance, asset allocation, investment structure, manager selection and performance monitoring. Greg was also involved in researching global tactical asset allocation strategies, a team leader on U.S. and international equity strategy and served on Russell’s index content committee.

Greg joined Russell Investments’ trust operations in 1990 as a technical assistant. In 1993 Greg moved to the firms investment management group as a portfolio specialist, where his responsibilities included executing trades for money market funds, short-term investment funds and various custom assignment fixed income funds.

Greg served as a member of FTSE America’s Regional Index Committee from 2002 to 2006.

Greg is a director, overlay strategies for overlay services of Russell Investments Implementation Services, LLC, Russell Investments’ global trading firm. Russell Investments Implementation Services, LLC is an SEC registered investment adviser and FINRA member firm.


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December 2019
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