The fund selection and fund research markets are a major part of the multi-trillion pound investment industry but who are the key players within it?
In the latest in our series of video interviews with the most respected individuals who select funds, decide ratings or otherwise influence the allocation of investor fund flows, we meet Kelly Prior and Paul Green, investment managers on the F&C multi-manager team at BMO Global Asset Management.
Prior, who holds the Investment Management Certificate, leads fixed interest research and is also on the sector teams covering property, specialist, absolute and infrastructure investments. She joined Thames River Capital - now part of the F&C group, which is owned by BMO Global Asset Management - in April 2007 from Credit Suisse Asset Management. Before that, she helped set up the successful multi-manager process at Rothschild Asset Management.
In addition to his broader fund selection role, Green leads the daily performance analysis of funds for the F&C multi-manager team and also specialises in a number of sectors for fund research. He joined the company in April 2007.
Before focusing on investment management, Green gained experience in portfolio implementation, portfolio pricing and client administration at Credit Suisse Asset Management from 2001 to 2007 and, prior to that, at Rothschild Asset Management. He holds the Investment Administration Qualification, the Investment Management Certificate, the CISI Level 6 Certificate in Private Client Investment Advice & Management and the CISI Diploma.
The Investment Influencers series, which has most recently featured Amanda Sillars of Jupiter Asset Management, David Jane of Miton and Justin Onuekwusi of Legal & General Investment Management, offers insights into how key industry players see the world of investing and expect to deal with such challenges as greater market volatility, increased regulation and a growing trend towards short-termism.
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