Geraint Morgan

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:

Amid macroeconomic shifts and changes in the investment industry, fees and alignment of interest require fresh attention. This Investment Management Fees report considers the latest fee data and...

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...

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...

The year 2023 brought a slowdown in fundraising across private infrastructure funds – and private markets more broadly.

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.

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...

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 (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.