RBC BlueBay Asset Management
Simon Efford has a strong background in performance and reporting within the financial industry. Simon is currently the Head of Reporting at RBC BlueBay Asset Management. Prior to this, they held various roles at UBS Wealth Management, including Head of Performance and Reporting, Senior Performance Analyst, and Head of Product Support. Simon also gained experience as an Economic Assistant - Analysis & Research during a university placement at Inland Revenue.
Simon Efford has a Bachelor of Science degree in Economics & Computing from the University of Surrey, which they obtained from 2000 to 2004. Prior to that, they completed their A Levels & GCSE's at Glyn ADT Technology School from 1993 to 1999. Simon also has certifications from CFA UK, including the Investment Management Certificate and the Certificate of Investment Performance Measurement (Principles). The exact dates of these certifications are not provided.
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RBC BlueBay Asset Management
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RBC BlueBay Asset Management, which represents RBC Global Asset Management (the asset management division of the Royal Bank of Canada) outside North America, provides global investment management services and solutions to institutional and wholesale investors. We are an active investment manager partnering with clients to deliver optimal outcomes across asset classes. Our investment expertise is characterised by our specialist fixed income credentials and broad-based equity capabilities, plus integrated ESG approach and impact investing strategies, enabling us to respond to a full range of client requirements around responsible investing. With US$98 billion* in assets under management (as of 08/02/23), we design investment strategies and provide investment insights to meet client needs and focus on partnership, transparency and engagement to make clients’ lives easier. Being part of RBC, the large global bank, is one of our strengths and provides financial stability, security and scale, enabling us to invest in top quality proprietary research, advanced IT platforms and ESG practices, which provides comfort to clients and supports our growth. For information relating to how we use social media, please visit: rbcbluebay.am/3zwFkXs References made to awards/industry affiliations/professional association are not an endorsement by any third party to invest with RBC Global Asset Management (UK) Limited and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. *Assets under management, for fixed income funds managed by RBC Global Asset Management (UK) Limited and RBC GAM US which are managed within the RBC BlueBay investment platform. As of February 8, 2023.