Sunil heads the team which manages long-only multi-asset funds and mandates.He is also a member of the Multi-Assets leadership group and a contributor to the AIMS investment process. Prior to joining Aviva Investors, Sunil was a Senior Multi-Asset Portfolio Manager at Santander Asset Management, having been Head of Global Asset Allocation at Hermes Investment Management and Head of Market Strategy at the British Telecom Pension Scheme. He also spent 10 years at BlackRock Investment Management in a number of roles including portfolio management, research and strategy.
Shalin Shah joined Royal London Asset Management's Fixed Income team in 2008. Shalin is an experienced senior fund manager responsible for managing corporate bond portfolios, including RL Corporate Bond Fund, Sustainable Managed Income, Sustainable Managed Growth and Duration Hedged Credit funds. Since joining he has been involved in the development and management of RLAM’s Buy & Maintain proposition, and remains responsible for managing a range of buy & maintain and active portfolios. Prior to joining RLAM, Shah worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.
Ross is the senior investment specialist for the abrdn equity fund range, and is responsible for the commercialisation and development of the equity asset class. He works alongside the equity investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies and customised investment solutions for wholesale and institutional clients globally. He has recently been involved in the development of the global equity franchise as well as the smaller companies business. Ross joined the company in 2000 working in the Business Development team. Previously, Ross worked as the Head of Research at Scottish Life.
Rosanna Burcheri joined Fidelity International in September 2021 as lead portfolio manager of Fidelity Funds America Fund and Fidelity American Special Situations Fund. She is a seasoned investor with 25 years’ experience. Rosanna graduated in economics from Bocconi University in 1996, and started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager and director responsible for pan-European equity portfolios. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service with assets of £710m. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna managed the Artemis Global Select Fund, MidWynd International Investment Trust as well as other segregated mandates, before joining Fidelity to manage US Value funds in 2021. Rosanna has a wealth of US market experience having managed global funds for over a decade. The US market makes up c. 60% of the global universe.
Nicolas is a Senior Portfolio Manager and forms part of the Investment Grade Credit team within our global Active Fixed Income platform. He is responsible for managing both global and sterling credit portfolios. He is the lead portfolio manager of the AXA Sterling Credit Short Duration Bond Fund, the AXA Global Short Duration Bond Fund and AXA WF Global Short Duration Bonds Fund. In addition to his portfolio management responsibilities, Nicolas heads the Sterling Credit Alpha Group during the Fixed Income Department’s quarterly Forecasting Forum and is responsible for providing relative value coverage of various sectors within AXA IM’s Portfolio Manager Analyst credit research organisation. Nicolas initially joined AXA IM in 2006. Prior to his appointment within the investment team, he was a fixed income product specialist responsible for the development of the UK, US and high yield product ranges. Nicolas holds two Master’s degrees, one in Diplomacy and International Strategy from the London School of Economics and one in IT Engineering from Telecom Sud Paris. He is also a CFA Charterholder. In August 2017, Nicolas was among 25 European investment professionals named a “Rising Star of Asset Management” by the Financial News.
Keith Balmer is a Director and Portfolio Manager within the Multi-Asset Investment team. He joined the company in 2016. Previously he was a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.
Jason is a portfolio manager in the Multi-Asset team at Ninety One. He is co-portfolio manager of the Multi-Asset Income strategies and his research responsibilities include equities. He joined the firm in 2015 to work on the income strategy as an analyst with responsibility for its equity exposure. Prior to this he worked for Pan Asset Capital Management as an assistant fund manager on multi-asset portfolios. Previously, Jason worked for BlackRock as an analyst. Jason studied Law at Oxford University. He holds an Investment Management Certificate and is a CFA® charterholder.
James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.
Ariel Bezalel started his career at Jupiter and has been a member of the fixed income team since 1998 and a fund manager since 2000. He is currently an Investment Manager in the Fixed Income team and manages the Jupiter Strategic Bond Fund (Unit Trust) and the Jupiter Dynamic Bond fund (SICAV). Ariel has a degree in economics from Middlesex University.
Andrzej is a fund manager in the Multi-Asset Funds team. His responsibilities cover the portfolio management and ongoing development of both institutional and retail multi-asset funds and he leads on the management of the award-winning L&G Multi-Index fund range. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. He is a CFA charterholder and completed the MSc programme in Finance at Bocconi University in Milan. He also holds a bachelor’s degree in economics and social science from Utrecht University. An ESG advocate, Andrzej holds GARP’s Sustainability and Climate Risk (SCR®) Certificate and lectures at Queen Mary University of London on Portfolio Construction and Asset Allocation.
