Simon Gresham
Direktor der Forschung - Eigenkapital bei MFS Institutional Advisors Inc. (Australia)
Profil
Mr. Simon R.
Gresham is a Co-Chief Investment Officer at MFS Institutional Advisors Inc. In his role, he partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including developing investment policies and programs that achieve the investment objectives of MFS and its clients.
He is based in Sydney.
Mr. Gresham joined the firm in 2008 as an equity research analyst and became director of equity for Asia in 2013.
He then became co-CIO of equity for Asia in 2020 before assuming his current role in 2020.
Before joining the firm, he was a managing director at Merrill Lynch Australia, where he served for nine years as head of institutional sales and as an equity research analyst covering both Australia and Asia.
He previously served as treasurer and investor relations manager at Fletcher Challenge Limited (in Canada and New Zealand) for five years and spent one year as an equity analyst at McIntosh Baring Securities.
He worked for five years as an economist at the New Zealand Ministry of Agriculture and Forestry.
He earned a Bachelor of Arts degree in economics and a postgraduate diploma in Development Studies in finance from Massey University of New Zealand.
Aktive Positionen von Simon Gresham
Unternehmen | Position | Beginn |
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MFS Institutional Advisors Inc. (Australia)
MFS Institutional Advisors Inc. (Australia) Investment ManagersFinance MFS Institutional Advisors, Inc. (Australia) (MFS Australia) is the Australian mutual fund management subsidiary of US-based MFS Institutional Advisors, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. Headquartered in Sydney, MFS Australia was founded in 2008 and offers fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world. | Direktor der Forschung - Eigenkapital | 01.01.2013 |
Ehemalige bekannte Positionen von Simon Gresham
Unternehmen | Position | Ende |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Analyst-Equity | 01.04.2005 |
Erfahrungen
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Private Unternehmen | 2 |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
MFS Institutional Advisors Inc. (Australia)
MFS Institutional Advisors Inc. (Australia) Investment ManagersFinance MFS Institutional Advisors, Inc. (Australia) (MFS Australia) is the Australian mutual fund management subsidiary of US-based MFS Institutional Advisors, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. Headquartered in Sydney, MFS Australia was founded in 2008 and offers fixed income, equity and quantitative solutions to financial advisors, intermediaries and institutional clients around the world. | Finance |