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Sam Gervaise-Jones, CFA
Senior Director, Responsabile per a consulenza ai clienti nel Regno Unito e in Irlanda
Sam è a capo della divisione di consulenza di bfinance per il Regno Unito e l'Irlanda. È anche consulente indipendente del fondo pensione del Cambridgeshire, nominato nel 2020. Sam è entrato in bfinance nel 2004 come Senior Associate del team di ricerca, concentrandosi sulla selezione dei gestori per un'ampia gamma di asset classes prima di passare alla consulenza ai clienti. Sam ha inoltre guidato l'espansione dell'azienda negli Stati Uniti nel 2016. Prima di entrare in bfinance, Sam ha trascorso quattro anni in Standard & Poor's . Sam è certificato come “Chartered Financial Analyst” dal CFA Institute ed ha altrtesi’ ottenuto la certificazione di “Investment Management Certificate” (IMC) e le certificazioni Series 7, 24, 62 e 79 oltre ad un MA (Oxon) in matematica presso l'Università di Oxford.
Ulteriori approfondimenti dal team:
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...
