Sylvia Horstmann, CFA
SENIOR PORTFOLIO MANAGER, OVERLAY SERVICES
B.A., Business Administration, University of Puget Sound
B.A., Economics, University of Puget Sound
Licensed Registered Representative, FINRA Series 7, 63
CFA Charterholder, CFA Institute
Sylvia Horstmann is a senior portfolio manager for Russell Investments. Sylvia’s primary responsibilities are to design, implement, and manage portfolios for Russell Investments’ overlay services group. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, and portable alpha. She has been a member of the portfolio management team from 2006 to 2011 and returned to the team in December 2012 after traveling the world for a year.
Sylvia joined Russell Investments’ overlay services team in 2003 as a portfolio analyst and was tasked with supporting derivatives trading, reconciliation, performance reporting and setting up new overlay accounts. In 2005, Sylvia’s role expanded to senior portfolio analyst. Her primary responsibilities as an analyst were to implement customized overlay assignments including cash securitization, synthetic rebalancing, liquidity management, portable alpha and completion funds. In this role, Sylvia was the lead analyst in establishing new overlay programs and strategies. She was also responsible for ensuring overlay assignments comply with investment guidelines, data management and coordinating cash flows within accounts related to benefit payments and transition activity. She interacted daily with brokers, custodians, and clients on behalf of the overlay services accounts.
In 2002, Sylvia joined Russell Investments an analyst on the commission recapture trading desk. Her duties included resolving trade settlement issues, booking trades and new account set-up.
Prior experience before joining Russell Investments includes working at Morgan Stanley in private wealth management and at SSangYong Singapore Ltd. in corporate development.
Sylvia is a portfolio manager of Russell Implementation Services Inc., Russell’s global trading firm. Russell Implementation Services Inc. is an SEC registered investment adviser and FINRA member firm.
Published works include: