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David Ness
Senior Director
David ist Senior Director und Client Consultant bei bfinance in den USA. Mit über 20 Jahren Erfahrung im Investment Management bringt er einen reichen Erfahrungsschatz in die bfinance Kundenberatung ein.
Bevor er zum Team von bfinance wechselte, baute er den Investment Service für institutionellen Investoren von Crescent Grove Advisors auf, wo er auch Mitglied des Modellportfolio- und Anlageausschusses war. David war in verschiedenen Investmentfunktionen bei BMO Global Asset Management und M&I Investment Management Corp. tätig. Bei BMO/M&I hatte er Positionen als institutioneller Portfoliomanager, Analyst und Treasurer des Marshall Funds inne. David begann seine Karriere bei Waterhouse Securities, wo er als Investment Consultant arbeitete. David erwarb seinen MBA an der Marquette University und seinen Bachelor-Abschluss in Wirtschaftswissenschaften an der University of Wisconsin - Green Bay. David ist Mitglied der CFA Society of Milwaukee.
Weitere Veröffentlichungen der Spezialisten:
Asset Manager Selectors: Three Themes to Watch in 2024
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right partners...
Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance fees...
Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset managers...
Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and...
As Operational Risks Evolve, Investors Must Scrutinise Service Providers
Pension regulators around the globe are sending clear messages that investors must strengthen their operational frameworks and that trustees can be held accountable if they do not.
Revisiting the Case for Listed Real Assets
Four years ago, Listed Real Assets (LRA) boasted some of the strongest long-term risk-adjusted returns of any asset class. However, just as LRA was gaining industry recognition as a defined sector,...
Climate and Biodiversity in Equity Investing
The climate imperative is driving new practices across all asset classes. Equity portfolios are typically on the strategic front line, thanks in large part to the availability of data that can...
Investor Spotlight: New London CIV CIO Champions Client-centred Thinking
Last month brought the announcement of a new Chief Investment Officer for London CIV – one of the eight asset pooling companies for the UK’s Local Government Pension Scheme, and the one with by far...
