Peter Leonard, CFA, FCA

Experience

• 

  PwC

  Jan 2003 - Jan 2007

  Audit Manager

  Trained as ACA in the Investment Management area of PwC. Progressed from trainee through to management of individual audit assignments

• 

  Davy

  Jan 2007 - Jan 2011

  Portfolio Analyst

  Portfolio Analyst on the Portfolio Construction Team in Private Clients. Focus on building and maintaining client portfolios to meet specific risk or other objectives.

• 

  Irish Life Investment Managers

  Jan 2012 - now

  Lead Fund Manager on circa €20Bn of passive equity funds, segregated mandates, and ETFs. Focus on both DM in EM Equity. Manager of three fund managers who assist in all aspects of the day to day fund management of these portfolios such as:-Monitoring fund positions to ensure they remain within risk limits.-Investing cash-flows & currency management.-Analysis of corporate actions and adding value where opportunity arises-Analysis/implementation of index rebalances including trading strategies.-Monitoring Performance to ensure remains in line with benchmark at all times.-Meeting with clients/prospective clients to explain all aspects of funds under my responsibility.-On-going process improvement to improve efficiency & performance in the indexation team.-Production of daily PLF file for ETF funds. Show less

  • Head of Indexation Equity

    Dec 2023 - now

  • Head of Equity Passive Solutions & ESG

    Mar 2021 - Dec 2023

  • Senior Index Fund Manager

    Jan 2012 - Mar 2021