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Name | Title | Since | Until |
---|---|---|---|
Mark Robertson | Head | 2018 | Now |
Biography | Mark is responsible for managing our suite of outcome-focused multi-strategy funds as well as leading our multi-strategy investment team. Mark joined Aviva Investors in September 2018 and heads the Multi-Strategy team. After beginning his portfolio management career with Bankers Trust during 2000 in Australia he moved to Investec in Ireland before returning to Sydney to take up a role with UBS. In 2006 he moved to ING to manage their multi asset portfolios. Mark moved to The Netherlands with ING in 2011 and held the role of Head of Multi-Asset portfolios under the rebranded entity NN Investment Partners. He has experience managing Fixed Income, Global Equity, FX, Multi-Asset and Multi Strategy portfolios with a focus on the use of behavioural finance techniques and the benefit that a data-driven approach can bring to the investment process. Mark holds a Masters of Applied Finance from Macquarie University, Australia and a Bachelor of Science from the University of Waikato, New Zealand. | ||
James McAlevey | Portfolio Manager | 2018 | Now |
Biography | James manages the AIMS Fixed Income and AIMS Target Return Funds. He also leads our rates team. James is a permanent member of the Strategic Investment Group (‘SIG’), where all investment ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated. Prior to joining Aviva Investors, James worked at Henderson Global Investors where he was Head of Interest Rates with a focus on alpha generation in the benchmark agnostic product offering. He previously worked on the hedge fund side of the business, where he gained insight and experience in the use and application of derivatives in an absolute return framework. James holds an MSc in Economics from the University of Bristol and is a CFA® charterholder. | ||
Peter Fitzgerald | Portfolio Manager | 2015 | Now |
Biography | Peter is a member of the Aviva Investors’ Executive team and leads our global Multi-asset and Macro investment team including responsibility for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return and Target Income funds. Peter is also chair of the Asset Allocation Committee. Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s Multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder. | ||
Ian Pizer | Head | 2015 | 2018 |
Biography | Ian Pizer, PhD, CFA, is Head of Investment Strategy and is responsible for formulating Aviva's "house view" and the risks to that view. Additionally, he is a portfolio manager at Aviva Investors Americas LLC. Prior to joining Aviva, Mr. Pizer spent over 10 years at Standard Life Investments, where he was Investment Director. He has a PhD and Honours degree in Mathematics from the University of Bristol. | ||
Brendan Walsh | - | 2015 | 2018 |
Biography | Mr. Walsh is Portfolio Manager at AIGSL (since 2010). Prior to joining AIGSL, he was Quantitative Analyst at Standard Life Investments where he managed the Global Absolute Return Strategies fund (2006 to 2010). | ||
Daniel James | Portfolio Manager | 2015 | 2018 |
Biography | Daniel James. Mr. James is Portfolio Manager at AIA (since May 2014). He is also Global Head of Rates and Multi-Strategy Fixed Income London at AIA; he oversees the management of developed and emerging sovereign debt portfolios and also manages the global markets alpha produce which invests across fixed income asset classes. Before joining AIA, Mr. James was chief investment officer at Fischer Francis Trees and Watts where he was responsible for fixed income, absolute return and global aggregate products (2010 to 2011). Before that, he held positions at ABN AMRO Asset Management and Mercury Asset Management, having joined the industry in 1995. |
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