Joseph Rowland
Joseph Rowland
Fund Selection Specialist
Joseph Rowland
Fund Selection Specialist
London
I currently have analyst responsibilities for listed private equity trusts, UK equity funds, Japanese equity funds, sector funds and ETFs. It is my job to identify the products in these areas which have the greatest likelihood of generating outperformance for our clients. We assess the merits of each product against our APPROVED framework which ensures the products have the size, investment philosophy, process, risk management, ESG integration, fee profile and talent to deliver alpha. The assessment involves regularly meeting fund managers and reading and producing research reports. Every investment rationale is critiqued and challenged by every analyst in the team thus ensuring decisions benefit from the whole team's knowledge and experience.
I currently have analyst responsibilities for listed private equity trusts, UK equity funds, Japanese equity funds, sector funds and ETFs. It is my job to identify the products in these areas which have the greatest likelihood of generating outperformance for our clients. We assess the merits of each product against our APPROVED framework which ensures the products have the size, investment philosophy, process, risk management, ESG integration, fee profile and talent to deliver alpha. The assessment involves regularly meeting fund managers and reading and producing research reports. Every investment rationale is critiqued and challenged by every analyst in the team thus ensuring decisions benefit from the whole team's knowledge and experience.