Meet the Investment Influencers: Thomson Reuters Lipper's Jake Moeller

Our regular video series continues

clock • 1 min read

In this week's Investment Influencers video interview, profiling the most respected individuals who select funds, decide ratings or otherwise influence the allocation of investor fund flows, we chat to Jake Moeller of Thomson Reuters Lipper.

Moeller, who has more than 18 years' experience as an expert in mutual fund research, portfolio management and asset allocation strategies, joined Thomson Reuters Lipper in 2013 as head of UK & Ireland research. Before that, he spent six years managing the fund-of-funds suite and guided fund platform at AIG and he has also been a mutual fund research specialist for Lloyds Banking Group, Towry and the Commonwealth Bank of Australia. Moeller is a Chartered Member of the Chartered Institute of Securities & Investment and a Senior Fellow of the Financial Services Institute of Australasia. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Goal progression: What matters most to younger investors

Goal progression: What matters most to younger investors

Many advisers are trying to win over and retain more younger clients

Gordon Titman
clock 13 June 2024 • 4 min read
Darius McDermott: What will be the catalyst for real assets?

Darius McDermott: What will be the catalyst for real assets?

Real assets are providing increasingly important in the AI boom

Darius McDermott
clock 07 June 2024 • 4 min read
Cat among the pigeons: Are 'world' indicies really global?

Cat among the pigeons: Are 'world' indicies really global?

When will I see my picture in the paper?

Chris Justham
clock 06 June 2024 • 2 min read