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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:
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...
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,...
Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio...
