Geraint Morgan
Directeur, Suivi du portefeuille
Geraint est directeur du suivi des portefeuilles et a rejoint bfinance en 2015. Il était auparavant co-responsable de la recherche quantitative au sein du Skandia Investment Group, avec la responsabilité du suivi quantitatif d'un large éventail de produits multi-gestionnaires et de classes d'actifs. Geraint est titulaire de l'IMC et d'un BSc en mathématiques avec études actuarielles de l'Université de Southampton.
Market intelligence:
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...
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...
Global Sukuk: Sector in Brief
The Global Sukuk market has evolved significantly in recent years, as investors search for new and innovative routes to positive returns while navigating a landscape riddled with economic and...
Hedge Funds and Tail Protection: Sector in Brief
A growing roster of hedge funds now offer tail protection—positive performance in down markets—but with an all-weather profile to avoid losses during benign periods. This type of Long Volatility...
Investment Management Fees: Fairness Revisited
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...