Roxton McNeal

Roxton McNeal serves as the head portfolio manager of QIS investments with Simplify Asset Management. Prior to joining Simplify, Roxton was managing director and the head of investment strategy & allocation at the UPS Pension Group. He maintained investment oversight for the strategic and tactical allocation of the approximately $55 billion in assets held for the UPS defined benefit plans. He was also responsible for the implementation of plan level derivative overlay strategies, Asset/Liability Management (ALM) and risk and performance monitoring. He was one of four Investment Committee members with the overall responsibility for the operation and administration of the UPS Pension Group Portfolios and overseeing the implementation of the investment policy.

Before joining the UPS Investments Group, he held various positions at General Motors Asset Management (GMAM). He was responsible for the management of approximately $20 billion in long duration fixed income assets, played a key role in a $25 billion pension risk transfer agreement, and designed and implemented key quantitative analytics across asset classes and pension plans under the purview of GMAM. Prior to joining the Corporate Pension community, Roxton worked on the “buy side” for hedge funds and private companies including Commodity Trading Advisors (CTA’s) and Private Energy Companies.

Roxton graduated from the Wharton School at the University of Pennsylvania earning a Bachelor of Science in Economics with a concentration in finance. He has earned the Chartered Financial Analyst (CFA) designation, the Financial Risk Manager (FRM) designation, the Chartered Alternative Investment Analyst (CAIA) designation and holds the Certificate in Investment Performance Measurement (CIPM). He was also recognized by Chief Investment Officer (CIO) Magazine as a member of the NexGen class of 2019, he was awarded by Institutional Investor the “Next Chief Investment Officer” recognition and voted as one of the World’s 20 Leading Institutional Investors in Systematic and Volatility Investing in
2021 and 2023 by EQDerivatives, Inc. His thought leadership has been reflected in his publication “The Early Bird Catches the Trend” in The Journal of Investing. He is also a member of the prestigious Marquis Who’s Who in America directory. Roxton is a frequent speaker and participant at institutional investor events across the globe.