Luke Mauger, CFA

Experience

• 

  BWCI Group

  Sept 2009 - Oct 2015

  Involved with tasks ranging from setting appropriate strategic benchmarks for clients, to appointing and monitoring investment managers.Analysis of the client’s investment requirements, the development or review of an investment strategy and the preparation of a statement of investment principles.Reviewing potential investment managers, analysing their investment philosophy and process and constructing a proposed shortlist to present directly to the client.Helped coordinate final selection of appropriate investment managers and assisted in the review of the investment management agreement on behalf of the client.Regular monitoring of investment performance relative to the client’s chosen benchmark.Developing lifestyle fund strategies and assisting in trustee training and member communication for defined contribution pension schemes.Asset liability modelling.Assisting in the creation of an internal economic scenario generator, more specifically the forecasting of future bond yields.Allocation of work to other staff & monitoring completion.Other roles within the team:Developing and maintaining models and spreadsheets used by the team.Assisting the team with Bloomberg & other software.Training staff members on models that have personally been set up; helping speed up processes from doing through to checking & review stage.Training new staff members. Show less

  • Senior Analyst

    Dec 2013 - Oct 2015

  • Actuarial trainee

    Sept 2009 - Dec 2013
• 

  Rothschild & Co

  Oct 2015 - now

  Associate