MiB: Lori Heinel, Global Chief Investment Officer at State Street Investment Management
We discuss her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. She tells us about her role as CIO at State Street and how she balances active and passive management views. The case for private markets’ involvements in 401(k)s also comnes up as how Lori sees AI affecting her business managing trillions of dollars worth of assets.
- ▪We discuss her unlikely journey from majoring in religious studies at Princeton to working in finance and investing.
- ▪She tells us about her role as CIO at State Street and how she balances active and passive management views.
- ▪The case for private markets’ involvements in 401(k)s also comnes up as how Lori sees AI affecting her business managing trillions of dollars worth of assets.
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Opening excerpt (first ~120 words) tap to expand
MiB: Lori Heinel, Global Chief Investment Officer at State Street Investment Management July 25, 2026 9:00am by Barry Ritholtz <iframe style="width: 100%; max-width: 660px; overflow: hidden; border-radius: 10px;" src="https://embed.podcasts.apple.com/us/podcast/balancing-%245-7t-in-active-and-passive-management-with/id730188152?i=1000778248788" height="175" frameborder="0" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-storage-access-by-user-activation allow-top-navigation-by-user-activation"></iframe> This week, I speak with Lori Heinel, Global Chief Investment Officer at State Street Investment Management. We discuss her unlikely journey from majoring in religious studies at Princeton to working in finance and investing.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at The Big Picture.
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