Mr Edward Allen | Investment Director
Ingenious Asset Management
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Edward is an Investment Director at Ingenious Asset Management, where he manages discretionary portfolios for private clients, trusts, charities and pension funds. Edward joined Ingenious Asset Management in May 2014 as part of a merger with his previous firm, Thurleigh Investment Managers. He joined Thurleigh out of university, became a Partner in 2008, and was latterly responsible for the client team and business development. Edward graduated from Oxford University in 2003 with a Master’s degree in Engineering Science. He is a CFA Charterholder and has completed his IMC exams, and is currently studying for his MBA with the Open University. Within Ingenious’ Investment Strategy Group, Edward has responsibility for ETF and Index fund investments. He has managed an internal portfolio of ETFs versus the MSCI World since 2007, is a regular press contributor and speaker on ETFs, and has 10 years’ experience in investing in passive funds within managed portfolios. |
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Appearances coming up:
Thursday 2nd October 2014 | |
@ 09.10 |
Panel: Overcoming choice, cost, and market saturation when selecting an ETF
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@ 14.50 |
Panel: Active vs. Passive – Or is smart beta a smarter way to go?
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