bfinance
Geraint Morgan is an experienced finance professional currently serving as Director of Portfolio Monitoring at bfinance since September 2015. Prior to this role, Geraint worked as an Investment Performance Analyst at Old Mutual Global Investors and as a Fund Factsheet Analyst at Friends Life UK. Geraint's career also includes a significant tenure at Skandia Investment Group, where Geraint was Co-head of Quantitative Analysis for over 13 years. Geraint holds a Bachelor's degree in Mathematics and Actuarial Studies from the University of Southampton, obtained between 1993 and 1996.
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bfinance
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bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews. Founded in 1999, the London-headquartered firm has conducted engagements for more than 500 clients in 45 countries and has 10 offices globally. https://www.bfinance.com/us/important-disclosures-us