
Duncan Higgs, CFA
Managing Director, Leiter der Abteilung Portfolio Solutions
Duncan Higgs ist Managing Director und leitet den Geschäftsbereich Portfolio Solutions von bfinance, der Portfoliostrategie, Risikoanalyse, Gebührenprüfungen, Portfolioüberwachung und andere Dienstleistungen umfasst. Bevor er 2021 in das Unternehmen eintrat, sammelte Duncan Higgs 15 Jahre Erfahrung in der Anlageberatung, einschließlich Beratungs- und Portfolio Management. Zuletzt war er Director bei Willis Towers Watson, wo er neben seinen Hauptaufgaben auch Teil des Kernteams war, das den technologischen Wandel im Research vorantrieb. Zuvor war Duncan fünf Jahre lang als Kundenbetreuer bei Cardano tätig, wo er maßgeschneiderte Anlagelösungen für institutionelle Kunden erarbeitete. Er hat einen Master-Abschluss (Hons) in Physik von der Universität Durham, ist CFA (Chartered Financial Analyst) und Inhaber des IMC.
Weitere Veröffentlichungen der Spezialisten:

Currency Overlays: Active Management is Back
Active currency overlays and ‘currency for alpha’ managers struggled for much of the ‘ZIRP’ era. Now, divergence between major currencies has brought heightened FX risk for investors – but also...

Transaction Cost Analysis: Has Transparency Really Improved?
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.

Asset Owner Survey: Investors’ Costs and Fees
Investors are grappling with cost management challenges amid persistent inflation, heightened ESG requirements and regulatory burdens. To find out more, bfinance surveyed nearly 200 asset owners in...

Small Cap Equities: Time for Targeted Exposure?
Following a fundamental shift in macroeconomic conditions, we weigh up the attractions of small cap equities in an era of lower economic growth and elevated inflation and revisit the case for...

Equities and Inflation: Old Problems, New Lessons
During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their portfolios have been ‘geared in’ to recent inflationary dynamics. Yet those...

FTX Debacle Highlights Key Points for Investor Due Diligence
BlackRock, Ontario Teachers’ Pension Plan and Sequoia Capital are among the named investors of FTX — the Bahamas-based cryptocurrency exchange whose collapse has made headlines across the financial...

Defensive Equities and Market Downturns
Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around...

Portfolio Protection and Overlays: Time for a Rethink?
Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,...