Notes from the Desk

Ward Bortz

November 26, 2019 By Sage Advisory

Ward Bortz is a Senior Client Portfolio Manager for Invesco’s Fixed-Income Factors platform. Most recently, Ward was Head of Factor Investing for US Wealth within BlackRock’s Factor-Based Strategy Group. He worked with home offices and RIAs to help integrate factor-based solutions into their equity, fixed-income and alternative allocations. Prior to BlackRock, Ward was on the Equity Portfolio Management team at Dimensional Fund Advisors focusing on $20 billion of AUM in large cap international equity strategies. He holds a BA from The University of Chicago in Economics and an MBA from Columbia Business School where he focused on Finance and Asset Pricing.