
Geraint Morgan
Directeur, Portefeuille Monitoring
Geraint is directeur Portfolio Monitoring en kwam in 2015 bij bfinance. Daarvoor was hij Co-Head of Quantitative Research binnen de Skandia Investment Group, waar hij verantwoordelijk was voor de kwantitatieve monitoring van een breed scala aan multi-manager producten en asset classes. Geraint heeft het IMC en een BSc in Wiskunde met Actuariële Studies van de Universiteit van Southampton.
More insights from the team:

Navigating Potential Pitfalls in ‘Semi-liquid’ Private Equity
Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our...

Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...

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...

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...