Profil
Ms. Alison C.
Brooks, CFA, is a Senior Fund Analyst at Canaccord Genuity Wealth (International) Ltd. She is responsible for maintaining and developing risk monitoring tools and applications for use within Canaccord Genuity Wealth Management's fund selection process.
She is a member of the Fund Selection Committee.
Ms. Brooks was previously employed as a Performances & Risk Analyst by Collins Stewart (CI) Ltd. She also served on the board at Corazon Capital Ltd.
She is a CFA Charter holder and a member of the CFA Institute.
Postes actifs de Alison Claire Brooks
| Sociétés | Poste | Début |
|---|---|---|
Canaccord Genuity Wealth (International) Ltd.
Canaccord Genuity Wealth (International) Ltd. Investment ManagersFinance CGWIL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm invests in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. | Gestionnaire de Portefeuille-Actions | 01/03/2012 |
Anciens postes connus de Alison Claire Brooks
| Sociétés | Poste | Fin |
|---|---|---|
Collins Stewart (CI) Ltd.
Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart is an active, risk-averse investor that manages portfolios to maximize returns on a risk-adjusted basis in rising markets and reduce losses in falling markets. Their Asset Allocation Committee determines the balance of investments between bonds, equities, commodities, real estate and cash, overlaying these decisions on the countries and sectors offering the best prospects. A fund selection team of sector specialists focuses on specific regions to ensure balanced and relevant fund choices. The firm's stock selection committee uses a wide range of research, including Collins Stewart's proprietary stock valuation system to identify the most attractive holdings. These decisions are reflected across a range of model portfolios from which they develop tailored client solutions. The firm's in-house portfolio monitoring team ensures that decisions are implemented consistently and appropriately. Collins Stewart offers open-ended investment funds based in Guernsey and Dublin. The Guernsey funds invest in fixed-income, balanced, growth and funds of hedge funds and the Dublin funds provide dedicated exposure to European, US and UK equity markets as well as offering a total return bond fund | Analyst-Equity | 01/03/2012 |
Corazon Capital Ltd.
Corazon Capital Ltd. Financial ConglomeratesFinance Corazon Capital employs an unconstrained investment approach. They believe this provides the flexibility to shift the asset and style allocation to take advantage of changing market conditions. They make a detailed review of their clients' needs and risk profile to create optimal, tailored portfolios for wealth preservation and long-term growth. Corazon Capital is an alternative active investment manager. They draw on their proprietary risk modeling and fund manager selection processes when formulating strategies. The focus on absolute return and aim to construct and manage portfolios that combine the potential of equity returns with the lower risks typically associated with more conservative, fixed-income investments. | Directeur de la Recherche - Actions | 18/03/2010 |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Collins Stewart (CI) Ltd.
Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart is an active, risk-averse investor that manages portfolios to maximize returns on a risk-adjusted basis in rising markets and reduce losses in falling markets. Their Asset Allocation Committee determines the balance of investments between bonds, equities, commodities, real estate and cash, overlaying these decisions on the countries and sectors offering the best prospects. A fund selection team of sector specialists focuses on specific regions to ensure balanced and relevant fund choices. The firm's stock selection committee uses a wide range of research, including Collins Stewart's proprietary stock valuation system to identify the most attractive holdings. These decisions are reflected across a range of model portfolios from which they develop tailored client solutions. The firm's in-house portfolio monitoring team ensures that decisions are implemented consistently and appropriately. Collins Stewart offers open-ended investment funds based in Guernsey and Dublin. The Guernsey funds invest in fixed-income, balanced, growth and funds of hedge funds and the Dublin funds provide dedicated exposure to European, US and UK equity markets as well as offering a total return bond fund | Finance |
Corazon Capital Ltd.
Corazon Capital Ltd. Financial ConglomeratesFinance Corazon Capital employs an unconstrained investment approach. They believe this provides the flexibility to shift the asset and style allocation to take advantage of changing market conditions. They make a detailed review of their clients' needs and risk profile to create optimal, tailored portfolios for wealth preservation and long-term growth. Corazon Capital is an alternative active investment manager. They draw on their proprietary risk modeling and fund manager selection processes when formulating strategies. The focus on absolute return and aim to construct and manage portfolios that combine the potential of equity returns with the lower risks typically associated with more conservative, fixed-income investments. | Finance |
Canaccord Genuity Wealth (International) Ltd.
Canaccord Genuity Wealth (International) Ltd. Investment ManagersFinance CGWIL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm invests in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. | Finance |
















