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Sam Gervaise-Jones, CFA
Senior Directeur, Hoofd Client Consulting UK & Ierland
Sam staat aan het hoofd van de afdeling klantenadvies van bfinance in het Verenigd Koninkrijk en Ierland. Hij is ook de onafhankelijke adviseur van het Cambridgeshire Pension Fund. Sam kwam in 2004 bij bfinance als Senior Associate in het onderzoeksteam, waar hij zich richtte op de selectie van managers in een breed scala van beleggingscategorieën, voordat hij de overstap maakte naar client consulting. Hij leidde ook de uitbreiding van het bedrijf naar de VS in 2016. Voordat hij bij bfinance kwam, werkte Sam 4 jaar bij Standard & Poor's in hun fondsrating business. Sam is in het bezit van het CFA charter, IMC en Series 7, 24, 62 en 79 diploma's, naast een MA (Oxon) in wiskunde van de Universiteit van Oxford.
More insights from the team:
Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
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As Operational Risks Evolve, Investors Must Scrutinise Service Providers
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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...
