Geraint Morgan

Geraint Morgan

Director, Portfolio Monitoring

Geraint is a Director of Portfolio Monitoring. Geraint joined bfinance in 2015. Geraint was previously Co-Head of Quantitative Research within the Skandia Investment Group, with responsibility for the quantitative monitoring of a wide range of multi-manager products and asset classes. Geraint has the IMC and a BSc in Mathematics with Actuarial Studies from the University of Southampton.


More insights from the team:

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.

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...

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...

During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their portfolios have been ‘geared in’ to recent inflationary dynamics. Yet those...