Meet the FE Investments team

John is responsible for overseeing our fixed income and government asset classes. He regularly holds meetings with managers to challenge them on performance and assess risk as part of our qualitative analysis to balance the quantitative side of our fund selection. He also assists with portfolio management of our Mosaic model range acting as the portfolio manager for the government bond funds and fixed income tiles. John previously worked four years at KPMG Investment Advisory assisting institutional clients with portfolio construction. He was responsible for driving fixed income idea generation and conducting research on fixed income funds for pension schemes, some holding assets in excess of £4bn. John’s background in economics provides a solid base for understanding fixed income markets. He studied undergraduate Economics and Accounting at the University of Bristol and a Masters in Economics at SOAS University of London. He has passed all three levels of the CFA program and obtained his charter in September 2020.

Zach joined FE in January 2021 as a Fund Analyst. He is responsible for covering Emerging Markets & Asia Pacific equity funds on the FE Invest Approved List. Before joining FE, he worked for three years as an analyst at WEALTH at work, producing investment recommendations on UK direct equities and collectives, across both active and passive strategies. Zach graduated with a BSc in Economics from the University of York in 2017. He holds the Investment Management Certificate and is a CFA Exam Level II candidate.

Jack is responsible for review and monitoring of our fixed income/government bond asset classes, working alongside the Senior Fund Analysts in the team. He is a CFA Level II candidate and holds the CII Level 4 Certificate in Discretionary Investment Management. Jack is responsible for the conduct of regular review and update meetings with asset managers, to complement the detailed quantitative analysis conducted by the FEI Research team. He initially joined FE fundinfo in November 2018 straight out of university , beginning as a Training Consultant. This gave him an in-depth familiarity with our proprietary fund research software tools, as well as an extensive knowledge of numerous types of investment analysis data (including the use of financial ratios.) He was ultimately trusted with company-wide responsibility for the training function from 2020 as Senior Consultant, before coming across to join the Research Team in January 2022. Jack holds an MA (Hons) in International Studies and Diplomacy, and a BA (Hons) in African Language and Culture, both from SOAS University of London. His academic background drives his particular interest in macro/political effects on the markets.

Adam graduated from the University of Southampton with a BSc in Economics. Prior to joining FE Investments in 2021 as a fund analyst, he was a research analyst at IAM, where he focused on hedge funds and alternative UCITS. Previously, he worked as part of the hedge fund research team at Mercer. Adam started his career at Russell Investments in 2018 as an intern in the alternative investments division, where he focused on hedge funds and private markets. As a member of FE Investment’s fund research team, Adam is responsible for the selection of absolute return, property, and thematic strategies for the FE Investments Approved List.

After graduating with a Master of Science in Mathematics from the University of Surrey, Tom joined FE fundinfo as part of their graduate scheme in 2019. First working in the FE Analytics training team and then the propositions team, his last rotation was with FE Investments on the research team. After finishing his graduate scheme, he stayed on the research team permanently as a Research Assistant where he aided the fund analysts with their work and analysis and is now a Fund Analyst.

James joined FE Investments in March 2022 as a Fund Analyst. He is responsible for covering US & Global Equities on the FE Investments Approved List. James joined from AJ Bell Investments, where he spent 4 years as a Research Analyst, responsible for fund research and analysis on all actively managed investment solutions. Prior to this, James spent a year as an Operations Analyst for AJ Bell Investments and was heavily involved in the launch and implementation of the AJ Bell funds range. James holds the Investment Management Certificate (IMC) and has a degree in Political, Economic and Social Sciences from the University of Sydney.

Tahia joined FE fundinfo in March 2023 as a Fund Analyst, where she is responsible for covering Emerging Markets & Asia Pacific equity funds on the FE Invest Approved List and assisting with the portfolio management of the EM tile within the Mosaic model portfolio range. Tahia joined the investment industry in 2017 after graduating from the University of Portsmouth, achieving a Distinction in MSc Finance and upper second-class honours in BSc Economics. She started her career at Sanlam Investments in September 2017 as a Fund Operations Associate, and worked with the various investment teams, providing operational support in managing their mandates. She later joined the Wealth Multi-Asset team at Atomos Wealth in May 2019 as an Investment Analyst, where she was responsible for fund research and contributing to the construction and management of the Active, Index and Socially Responsible model portfolio services strategies. Tahia has completed the Investment Management Certificate, CFA Institute Certificate in ESG Investing, and studying towards the CFA Level I program.

Hana joined FE in June 2013 as Data Analyst. During the time she moved into a Senior Data Analyst role and Team Leader position in the Classifications Team which provides expert subjective analysis of FE’s attributes and sectors. In February 2023 Hana moved to Risk Management and started working as a Risk Analyst. She is responsible for monitoring FEI portfolios. Hana has graduated with a master’s degree in Business Economics.