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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).
Here he shares his views on what makes on future trends in fund selection, the regulatory challenges the industry faces and the issue of fund concentration in the UK.
About Lawrence Gosling
Lawrence Gosling moderates a panel at the Lipper European Fund Selector Forum 2017
Lawrence Gosling is the editorial director of Incisive Media, publishers of a range of investment, pensions and risk management titles. He is the founding editor of Investment Week magazine in January 1995, and still writes a weekly column for the magazine entitled Gosling’s Grouse, he has been a financial journalist for over 30 years. He is married with 3 children, and supports Chelsea FC.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
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.
