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Sam Gervaise-Jones, CFA
Senior Director, Head of Client Consulting UK & Ireland
Sam ist Leiter der Kundenberatungsabteilung von bfinance in Großbritannien und Irland. Er ist auch im Anlageausschuss des Cambridgeshire Pension Fund seit 2020. Sam kam 2004 als Senior Associate im Research-Team zu bfinance und konzentrierte sich auf die Auswahl von Asset Managern in einer Vielzahl von Anlageklassen, bevor er in die Kundenberatung wechselte. Er leitete auch die Expansion des Unternehmens in die USA im Jahr 2016. Bevor er zu bfinance kam, war Sam 4 Jahre bei Standard & Poor's im Bereich Fondsrating tätig. Sam ist CFA-Charterholder, des IMC und der Series 7, 24, 62 und 79 sowie eines MA (Oxon) in Mathematik der Universität Oxford.
Weitere Veröffentlichungen der Spezialisten:
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...
‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...
Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past...
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’...
Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels of...
