Geraint Morgan

Geraint Morgan

Director, Monitoraggio del portafoglio

Geraint è Director del monitoraggio del portafoglio ed è entrato in bfinance nel 2015. In precedenza è stato Co-Head of Quantitative Research all'interno di Skandia Investment Group, con la responsabilità del monitoraggio quantitativo di un'ampia gamma di prodotti multi-manager e asset class. Geraint ha conseguito l'IMC e una laurea in matematica con studi attuariali presso l'Università di Southampton.


Ulteriori approfondimenti dal team:

Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...

The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.

Wealth managers face mounting pressure to deliver more for less. Cost-aware clients, digital disruption and regulatory demands for “fair value” are turning fee compression into a defining challenge...

The high cost of illiquid investments has long represented a key area of focus for investors. Yet, despite some positive developments in transparency and benchmarking, one crucial aspect of cost...

As Dutch pension funds prepare for the shift to the new pension contract under the Wet Toekomst Pensioenen (WTP), the industry must grapple with a key issue: the very real risk that volatile equity...

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.

Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...