Bill DeRoche – AGF Perspectives

Bill DeRoche, MBA, CFA

SVP, Head of Quantitative Investing

AGF Investments LLC

Bill DeRoche is Head of Quantitative Investing at AGF Investments LLC¹, a Boston-based investor advisory firm founded in 2009 and a subsidiary of AGF Management Limited. Bill is responsible for the overall leadership and management of AGF Investments’ Quantitative Investment team and is a leader of the firm’s quantitative investment platform. AGF Investments’ Quantitative Investment team is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.

Bill is also a member of The Office of the CIO – a structure within the Investment Management team at AGF Investments. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization. Bill has long-tenured expertise employing quantitative factor-based strategies and alternative approaches to achieve a spectrum of investment objectives. Previously, Bill was a Vice-President at State Street Global Advisors (SSgA), serving as head of the firm’s U.S. Enhanced Equities team. His focus was on managing long-only and 130/30 U.S. strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques. Prior to joining SSgA in 2003, Bill was a Quantitative Analyst and Portfolio Manager at Putnam Investments. Bill has been working in the investment management field since 1995.

Prior to 1995, Bill was a Naval Aviator flying the Grumman A-6 Intruder as a member of Attack Squadron Eighty-Five aboard the USS America (CV-66). Bill holds a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College. He is a CFA® charterholder.

¹ An investment professional with AGF Investments LLC, a U.S.-registered investment advisor firm and affiliate of AGF Investments Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Recent Articles from this contributor

Investing and Market Views

Understanding Sequence Risk (And Why it Matters to Investors)

February 13, 2026

Differing rates of return can impact the value of a portfolio over time, but taking steps to reduce the probability and magnitude of major drawdowns through less volatile strategies or by allocating to “hedging’ investments that are uncorrelated to traditional stocks and bonds may help mitigate the risk of return variability.