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Geraint Morgan
Directeur, Portefeuille Monitoring
Geraint is directeur Portfolio Monitoring en kwam in 2015 bij bfinance. Daarvoor was hij Co-Head of Quantitative Research binnen de Skandia Investment Group, waar hij verantwoordelijk was voor de kwantitatieve monitoring van een breed scala aan multi-manager producten en asset classes. Geraint heeft het IMC en een BSc in Wiskunde met Actuariële Studies van de Universiteit van Southampton.
More insights from the team:
Platform complexity: what still earns its place for wealth managers?
A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.
CLO debt: Solvency II changes the capital equation for insurers
A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.
Portfolio resilience: rethinking the foundations
The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?
Semi-liquid funds: managing the structural liquidity mismatch
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...
Investment Management Fees: Pricing pressure in the turbulent twenties
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.
The Profitability Problem: Three Ways for Wealth Managers to Counter Fee Compression
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...
Are your Private Market Investment Fees correct?
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...
Managing Equity Risk in the Dutch Pension Transition
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...
