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Sam Gervaise-Jones, CFA
Senior Directeur, Hoofd Client Consulting UK & Ierland
Sam staat aan het hoofd van de afdeling klantenadvies van bfinance in het Verenigd Koninkrijk en Ierland. Hij is ook de onafhankelijke adviseur van het Cambridgeshire Pension Fund. Sam kwam in 2004 bij bfinance als Senior Associate in het onderzoeksteam, waar hij zich richtte op de selectie van managers in een breed scala van beleggingscategorieën, voordat hij de overstap maakte naar client consulting. Hij leidde ook de uitbreiding van het bedrijf naar de VS in 2016. Voordat hij bij bfinance kwam, werkte Sam 4 jaar bij Standard & Poor's in hun fondsrating business. Sam is in het bezit van het CFA charter, IMC en Series 7, 24, 62 en 79 diploma's, naast een MA (Oxon) in wiskunde van de Universiteit van Oxford.
More insights from the team:
Manager Intelligence and Market Trends - May 2024
bfinance’s quarterly report in May 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset...
Top Investor Surveys Part Ways on Asset Allocation Expectations
Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes to...
Passive ESG Investing Needs Careful Attention Amid 'Backlash'
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
Investor Spotlight: MPS Foundation Seeks Stable Income While Delivering Social Objectives
An inflationary climate has created new challenges for foundations around the globe: with underlying projects seeking larger disbursements to cover their increased costs, there is a need for higher,...
Asset Manager Selectors: Three Themes to Watch in 2024
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right partners...
Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance fees...
Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset managers...
Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and...
