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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:
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...
Open-end Infrastructure Withstands Investor Cooldown
The year 2023 brought a slowdown in fundraising across private infrastructure funds – and private markets more broadly.
Investor Spotlight: Blue Sky Pioneers Integrated Portfolio Management
The Dutch pension industry is undergoing seismic shifts. Long-anticipated reforms enacted in July 2023 ushered in a Defined Contribution system that is set to be unique among global counterparts.
Endowment & Foundation Investment Survey
In October 2023, 61 senior endowment, foundation and charity/nonprofit investors across 16 countries contributed data and insights for this global study. This community has long been recognised for...
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...
