Areas of Expertise
- Manager analysis and selection
- Strategy development
- Investment research
Bill Lawrence serves as a Managing Director of the Portfolio Management Team within our Investment Management Unit. He leads a global team of investment professionals that are dedicated to the research, development, implementation, and ongoing oversight of a broad suite of equity and fixed income strategies. His team is responsible for the selection of fund sub-advisors and for managing the allocation among these managers. Additionally, his team conducts capital market research that supports the implementation of portfolio strategy and the asset allocation views across our Investment Management Unit.
Prior to this role, Bill was our Head of Global Fixed Income. Before joining us in 2008, he was an Executive Director and Portfolio Manager at Morgan Stanley Investment Management, where he led the Short Duration Portfolio Management Team in overseeing roughly $10 billion in assets. Previously, Bill was a Director and Head of Fixed Income for CoreStates Investment Advisors, overseeing the management of taxable and tax-exempt portfolios for institutional and private clients. He also served as a Vice President in Taxable Fixed Income Sales for First Boston handling corporate, mortgage, and asset-backed securities.
Bill earned his Bachelor of Arts with a double major in economics and English from Bucknell University. He received his Master of Business Administration from the Wharton School of the University of Pennsylvania with a concentration in finance. He is a CFA Charterholder and a member of AIMR and the Philadelphia Financial Analysts. In addition, Bill serves on the Investment Committee for the Inglis House Foundation.