Irish-born Peter Fitzgerald is head of multi-assets at Aviva Investors based in London. 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. He joined Aviva in 2011. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is a CFA Charterholder.
James McAlevey, CFA, is head of rates at Aviva Investors where he is a portfolio manager in the AIMS fixed income and target return funds and is a permanent member of the Strategic Investment Group. Prior to joining the firm in 2016, McAlevey was head of interest rates at Henderson Global Investors. He graduated from the University of Bristol with an MSc in economics and joined the investment industry in 2000.
Mark Robertson joined ING Investment Management in 2006. He is a senior portfolio manager in the multi asset team responsible for managing a range of multi-asset portfolios. Robertson was previously a senior portfolio manager for the ING Multi-Strategies Group in Sydney before relocating to The Hague in 2011. In Australia he was responsible for all multi-strategy portfolios, global equity portfolios and currency strategies managed by INGIM. Prior to joining ING he worked for UBS as a fixed income portfolio manager where he also managed the currency and derivative overlays for multi-asset portfolios. He has previously worked for Investec in Ireland and Bankers Trust in Sydney. He holds a Masters in Applied Finance from Macquarie University and a Bachelor of Science from the University of Waikato.
The Fund seeks long-term total return. The Fund seeks to achieve its investment objective by identifying and pursuing multiple "strategies" of the fund's subadviser, which are investment ideas and opportunities across and within a wide range of asset classes. The Fund will utilize a large range of investments.
- United States