Monitoring the performance of our money managers
By Alfred Lam, CFA
Senior Vice-President and Chief Investment Officer, Multi-Asset Management
We work with various portfolio management teams who select the individual investments for your portfolios. These managers must continuously prove and improve themselves, otherwise they may be replaced by stronger alternatives. We have a dedicated team that monitors and evaluates their results, led by Marchello Holditch, Director, Multi-Asset Management. This month, I have interviewed Marchello to give you an overview of the team’s process.
Alfred: Can you tell our readers about your experience?
Marchello: I obtained an Honours Bachelor of Mathematics degree in actuarial science and finance from the University of Waterloo and I hold the Chartered Financial Analyst (CFA) designation. Prior to joining CI, I worked at a major global consulting firm where I assisted a wide variety of institutional clients, including defined benefit and defined contribution pension plan sponsors. I have worked with the investment committees of large multinational corporations. I selected and oversaw best-in-class money managers and every decision I made was meant to ensure the best outcome for pension plan participants.
To read the full interview with Marchello please click here >> November 2017