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The Financial & Risk business of Thomson Reuters is now Refinitiv
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Jake was the Head of Refinitiv Lipper UK & Ireland Research from 2013 to 2020.
Since 1998, he has specialised in mutual fund research & selection, fund-of-funds portfolio management and asset allocation strategies. He spent six years as a portfolio manager and fund selector at AIG and has been a mutual fund research specialist for Lloyds Banking Group, Towry and the Commonwealth Bank of Australia. He is a trustee director of the Refinitiv UK Pension Plan.
Jake is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and a Senior Fellow of the Financial Services Institute of Australasia (Finsia).
In this short interview, Peter shares his views on how Seneca construct portfolios with funds, how their portfolios are currently positioned in today’s market and how they attain durable yield in a “lower for longer” interest rate environment.
About Peter Elston
Peter’s research responsibility for Seneca IM is asset allocation.
Peter Elston. Photo courtesy Seneca.
Having joined the team as global investment strategist in November 2014, Peter was appointed chief investment officer in April 2015 and to the board of the company in January 2016. Peter was appointed as a fund manager on the Seneca Global Income & Growth Trust plc in March 2016. He has previously worked in investment roles at Mercury and Aberdeen, largely based in Asia.
Peter graduated in Oriental Studies from Trinity College, Cambridge in 1988. He enjoys running, photography and science.
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Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. We cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
