Pete Werner

Pete Werner is a seasoned investment professional with over 25 years of experience in portfolio management, investment analysis, and trading, currently serving as the Fixed Income Portfolio Manager at the New Mexico Educational Retirement Board (ERB). In this pivotal role, he was tasked with building an internal fund management capability for the fixed income assets of a $13 billion pension trust. This ambitious initiative involved establishing a robust framework to manage a Barclays Aggregate mandate centered around a Core+ strategy, which emphasizes diversification and risk-adjusted returns.

Werner's expertise spans a variety of asset classes and investment vehicles, allowing him to implement innovative investment strategies that align with the ERB's long-term objectives. His analytical approach and collaborative spirit have been instrumental in fostering strong external relationships and enhancing the overall portfolio management process. By leveraging his deep understanding of bonds and risk management, he has successfully navigated complex market environments to deliver consistent excess returns.

Key projects under Werner's leadership include the development of comprehensive risk assessment models and the integration of advanced valuation techniques to optimize the fixed income portfolio. His commitment to treasury and cash management has not only improved liquidity but also fortified the pension trust's financial stability. As a key member of the investment team, Pete Werner continues to drive performance and ensure that the New Mexico ERB remains well-positioned to meet the retirement needs of its beneficiaries.