Global Fixed Income Manager

> A US domiciled manager with an established UK footprint in traditional active global fixed income engaged MRJ for independent evaluation of their global buy and maintain credit proposition

 

> Intensive due diligence shadow research meeting with PM team, IR and product specialist to evaluate messaging in presentation and presentational materials

> Detailed report on presentation and documentation and areas to focus and invest to strengthen the proposition.  Many of these recommendations are being implemented

£45bn UK Local Government Pension Pool

> BCPP is one of the largest LGPS pools.  At inception, the team required resource to assist with the evaluation of external manager RFPs for c. £1.2bn UK Equity Alpha Fund

> I worked closely with BCPP and external consultants to help draft the RFP, rank responses and provide views on manager complementarity and portfolio construction.

>  I have since been engaged to assist  with £5bn global equity, £2bn Sterling investment grade credit and £2.5bn Multi Asset Credit searches

Case Studies

UK Investment Consultant

> A UK employee benefits consultant needed capacity to drive forward the business' private markets debt research

 

> 7 month placement embedded in the research team reviewing the market landscape in mid market direct lending, real estate debt and infrastructure debt.

> Thorough review of the asset class bespoke to client base.  Drafting client facing asset class training materials.  Generated a body of manager research and buylist for manager selection exercises.  Drove revenue and protected the business from clients seeking advice from competitors.

€130bn Dutch Fiduciary Manager

> The UK arm of MN Services (now owned by Kempen) engaged MRJ for focused research on UK Sterling Credit and Multi Asset Credit for UK DB Pension scheme portfolios

 

> 8 month placement reviewing the market landscape in public credit markets.  Qualitative and Quantitative evaluation of top down and bottom up portfolio management of numerous MAC propositions.

> Research universe construction and client facing materials setting out recommendations.  Remit of work extended to property and hedge fund portfolios

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