Robert Paterson

Head of Investment Technology & Performance

Robert Paterson was appointed head of investment technology and performance in June 2022. He focuses on modernizing data and technology to enhance investment outcomes while mitigating operational risk.

Since joining CalPERS in 2016, Robert has developed frameworks to provide deeper insights into investment performance, achieved compliance with the Global Investment Performance Standards, and improved operational processes to enhance efficiencies and mitigate risk.

Prior to joining CalPERS, Robert spent 15 years at Franklin Templeton Investments, where he led strategic initiatives across performance analysis and investment risk as well as financial operations. His achievements include leading a transformational program to develop and implement a book of record for investment performance and risk, integrating performance and risk functions to support portfolio oversight, deploying a global employee credit card and expense reimbursement system, establishing shared services for accounting operations, and creating an employee portal for office supply and equipment procurement.

Robert holds the financial risk manager designation from the Global Association of Risk Professionals and the Certificate in Investment Performance Measurement from the CFA Institute. He earned a Bachelor of Science in managerial economics and a Master of Business Administration from the University of California, Davis.