Director of Passive Fund Research, Europe
Hortense Bioy, CFA, is Director of Passive Fund Research within the Morningstar Manager Research team in Europe. Based in London, Hortense leads a team that provides independent research on ETFs and index funds domiciled in Europe. Since 2017, her responsibilities have expanded to include Sustainable Fund Research in the UK.
Hortense joined Morningstar as an equity ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong.
Morningstar passive research, under Hortense, won the category of "Best Thought Leadership Paper" at the Investment Week Fund Services Awards 2015, "Best ETF Research" at the Investment Week Investment Research Awards 2017, and "Best ETF Research Provider" at the etfexpress Awards 2017.
Hortense holds a Master's Degree in Finance from Paris Sorbonne University and is a CFA Charterholder.
Albemarle Street Partners
Clive is a former CIO of Skandia Investment Management and Investment Manager and Consultant at Towry (now Tilney BestInvest) and John Scott & Partners. He has over 35 years' experience of fund research, asset allocation and portfolio management.
He is a director of Albemarle Street Partners as well as FundCalibre Ltd a D2C funds website and fund ratings agency. He is also a well-known investment commentator and author of the View from the Bridge blog. He is the chairman of Albemarle's investment committee as well as an external member of Distribution Technology's investment committee. Clive is a Chartered Accountant (FCA), a Chartered Financial Technician (CFTe) and holds the Investment Management Certificate (IMC) qualification.
Head of Lipper UK & Ireland Research
Lipper Thomson Reuters
Jake joined Thomson Reuters in 2013 as Head of Lipper UK & Ireland Research. 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 fund-of-funds 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. 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).
Senior Portfolio Manager
Peter is a Senior Portfolio Manager at 7IM where he has worked for 11 years, where he helped launch the AAP funds and 7IM's MPS offering. Prior to 7IM Peter worked at Citigroup for 14 years in various investment management roles. Peter qualified as a Chartered Accountant with Arthur Andersen & Co, Manchester.
Senior Investment Manager
Nathan co-manages the Architas Multi-Asset Active Fund range and the Architas Multi-Manager UK Equity Fund. Nathan's analyst responsibilities consist of research into US macroeconomics and US equity funds.
Nathan began his 18-year investment career at AIB Investment Managers, where he was responsible for launching and managing the AIB Multi-Manager Funds. Nathan joined Architas in 2010 and has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.