robert mchenry

* Analysis of global economic trends global fixed income, equity and currency markets. Successfully paper traded long /short positions in many asset classes. * Research into smart beta, risk parity and risk factoring approaches. Research into asset allocation, fiduciary management investment approaches.

* Senior investment manager for firm’s extensive mutual fund client base in Europe and USA, manager of UK institutional business, pension funds and insurance companies, worked with UK investment consultants growing firm’s UK business in index-linked investments. * Senior member of fixed income strategy team for portfolios valued at $4.5 billion and member of company management committee. * Awarded global fixed income investment manager of the year on multiple occasions. * Primary client liaison for new and existing company relationships, regular TV appearances on EBN (European business news TV channel). * Developed, hired and provided lead emerging market fixed income management and analysis team. * Senior investment manager for firm’s extensive mutual fund client base in Europe and USA, manager of UK institutional business. Primary client liaison for new and existing company relationships. Awarded global fixed income investment manager of the year on multiple occasions.

* Developed and managed firms LDI business, successfully grew opportunities with multiple client range and consultants. Client portfolio manager for multiple investment strategies. * Assisted clients with tailor-made risk budgeted investment solutions, glide path, risk budgeting, asset allocation, fixed income and derivatives. * Participated in finals presentations and searches that led to growth of several billions of Dollars in Assets under management across asset classes. * Successfully presented firm’s strategies and performance reports to a wide range of institutional clients, consultants, sub-advisory, high net worth, prospects and existing clients in the USA, Europe and Far East.

* Established relationships with investment consultants in EU countries, Ireland, Italy, Sweden, Norway, Germany, Holland and Switzerland. Successfully won business adding Euro1 billion to the firm’s AUM. * Created marketing and calling strategy for firm with European investment consultants for; European fixed income, equity, PRI, LDI and alpha strategies. Worked with media to grow awareness of Insight in Europe. * Made LDI finals presentations in Europe as part of development of firm’s non-UK LDI business.

Built, managed and led non-dollar fixed income and currency department for Hartford’s newly established fund management-company, contributed to core plus team, added value to insurance company and develop firm’s fixed income business. Consistently outperformed benchmarks, added value to USA core plus accounts, added significant value to insurance company from foreign exchange strategy. Established consistently outperforming track record in UK and European investment grade credit. Initiated record for UK and European core plus strategies. Established firm as investment manager with UK consultants. Created vision and business plan to establish new investment management firm in Europe to distribute Hartford’s fixed income capabilities in high yield, bank loans, and investment grade credit.

* Highly effective and successful in filling goals of the role. Establishing LDI within the firm from zero to business winning and consultant rated over three-year period. Change of perception from product to understanding of client need and solution. * Attended and presented at multiple meetings with major DB plan clients and consultants (60 meetings per year). * Prepared and presented LDI diagnostic review materials to DB plans review of plan exposures, volatility and scenario analysis. Also prepared and presented peer group analysis on DB plans. * Worked with major US DB plans provided advice pension risk, borrowings, reductions in PBGC premiums. * Prepared and published LDI monthly update is used by many firm bankers as talking points, great feedback from major pension plans and provided a source for business generation. * Worked alongside firm’s Multi-asset solutions team – providing asset allocation and de-risking strategies to clients. Helped develop innovative Small Issuer Long Credit Strategy – nominated for innovation in fixed income from CIO magazine