![Paul D. Whelan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul D.
Whelan is a Portfolio Manager at Aviva Investors Global Services Ltd.
He has over 9 years of industry experience, joining Aviva in October 2009 from Henderson Global Investors as a Fixed Income Fund Manager.
He began his career at UBS Asset Management where he held roles such as Fixed Income Fund Manager and Portfolio Manager.
At Aviva Investors, he is responsible for managing fixed income credit portfolios and for construction of diversified fixed income portfolios.
Mr. Whelan obtained a Bachelor of Science degree and the Investment Management Certificate.
He is a Member of the UK Society of Investment Professionals and holds the Chartered Financial Analyst (CFA) designation.
Anciens postes connus de Paul D. Whelan
| Sociétés | Poste | Fin |
|---|---|---|
Aviva Investors Global Services Ltd.
 Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio. | Analyst-Equity | 11/08/2011 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
1
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Aviva Investors Global Services Ltd.
Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio. | Finance |
