What is multi-asset investing? How should asset managers manage multi-asset portfolios? This book combines financial theory with a practical approach, providing the explanations on how to implement the principles it presents on a range of day-to-day multi-asset investment scenarios.
Yoram Lustig has been managing multi-asset portfolios for over a decade. During his seven years at Merrill Lynch, as Head of Portfolio Construction EMEA, he was responsible for managing multi-asset discretionary portfolios, selecting investments, setting investment strategy, managing portfolio risk and producing performance analytics. In his current role, as Head of Multi-Asset Funds at Aviva Investors, Yoram leads the multi-asset fund team, overseeing over 120 multi-asset funds with assets under management of over GBP70 billion. Yoram has diverse experience and vast knowledge of all the types of asset classes ranging across equities, bonds, real estate and the full spectrum of alternative investments. Before turning to asset management, Yoram practiced commercial and finance law. His deep and profound understanding of the business motivations and legal aspects related to fund management, as well as to the requirements of investors (e.g., taxation), are unique and assist in providing him with a broad perspective on the subject of multi-asset investing. He holds the following designations and credentials: - MBA from London Business School (University of London) - L.LB. (law) from Tel-Aviv University Chartered Financial Analyst (CFA) - Professional Risk Manager (PRM) - Chartered Advisor in Philanthropy (CAP) - Attorney in New York State and advocate in Israel