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Sam Gervaise-Jones, CFA
Senior Director, Responsabile per a consulenza ai clienti nel Regno Unito e in Irlanda
Sam è a capo della divisione di consulenza di bfinance per il Regno Unito e l'Irlanda. È anche consulente indipendente del fondo pensione del Cambridgeshire, nominato nel 2020. Sam è entrato in bfinance nel 2004 come Senior Associate del team di ricerca, concentrandosi sulla selezione dei gestori per un'ampia gamma di asset classes prima di passare alla consulenza ai clienti. Sam ha inoltre guidato l'espansione dell'azienda negli Stati Uniti nel 2016. Prima di entrare in bfinance, Sam ha trascorso quattro anni in Standard & Poor's . Sam è certificato come “Chartered Financial Analyst” dal CFA Institute ed ha altrtesi’ ottenuto la certificazione di “Investment Management Certificate” (IMC) e le certificazioni Series 7, 24, 62 e 79 oltre ad un MA (Oxon) in matematica presso l'Università di Oxford.
Ulteriori approfondimenti dal team:
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...
Manager Intelligence and Market Trends - February 2024
bfinance’s quarterly report in February 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
