Steven Rooke
Portfolio Director, Head of DFM Investment Strategy
Joined Schroders in 2005
Degree inMathematics and Statistics
Steven Rooke is a Portfolio Director having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client & charity portfolios.
Steven Rooke is a Portfolio Director having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client & charity portfolios.
11FEB 2020
Strategy & economics
Model Portfolio Service: Q4 2019 update
The US-China trade deal and the outcome of the UK general election both helped markets in the fourth quarter. While Brexit uncertainty persists, and the impact of the coronavirus remains unclear, our base case remains that 2020 won't bring recession to major economies.
18FEB 2019
Strategy & economics
Model Portfolio Service: Q4 2018 update
Portfolio Director, Steven Rooke, looks back on the last quarter of 2018 and provides an update on our Model Portfolio Service model
