Matthew Chaldecott, CFA

Experience

• 

  AXA Investment Managers

  May 2007 - Feb 2011

  Marketing Executive

  - Devised and implemented marketing strategies across AXA IM's equity and fixed income franchises - Assisted with creation of new business and client presentations - Wrote a quarterly intelligence report and ad-hoc market research studies for the UK funds market, covering retail and institutional business, regulation and competitor activity - Wrote ad-hoc investment articles for both in-house and external publications - Coordinated production and clearance of semi-annual manager’s reports for the AXA Framlington unit trust range, liaising with multiple internal and external stakeholders Show less

• 

  Rogge Global Partners

  Feb 2011 - Jul 2017

  - Business development for institutional global fixed income strategies, with focus on UK & Ireland, but also contributing to wider global distribution efforts- Act as relationship lead for Global, UK & Ireland consultants, engaging with both research and client teams; lead efforts for ratings and leveraging pitch opportunities- Build relationships with direct prospects in the UK & Ireland – corporate pension funds, local authorities, family offices, multi-managers, non-profits etc.- Represent the firm at introductory meetings and lead final pitches with the investment team- Write contributed articles for external publications, research papers and monthly commentary for client / consultant distribution- Develop new and existing products, including new fund launches; serve as the internal champion for given strategies, e.g. multi-asset credit- Analyse the firm’s competitive positioning using eVestment Analytics and other research tools- Leverage technical skills to provide liaison between the investment and distribution teams; improve the quality of marketing efforts across the firm- Review RFPs, presentations and other materials to ensure accuracy, clarity and consistency Show less - Assisted the Head of UK and Scandinavian Marketing with relationship management across all consultants and direct prospects - Sourced new prospects through own research, cold calling and attendance at industry events - Created presentations for prospects and consultants, adhering to tight deadlines and high standards of accuracy - Attended finals presentations with senior investment team members - Coordinated consultant research and update meetings; responded to requests for information Show less

  • Product Specialist, Global Distribution

    Jul 2014 - Jul 2017

  • Marketing Associate

    Feb 2011 - Jul 2014
• 

  Allianz Global Investors

  Jul 2017 - Oct 2022

  Product Specialist
• 

  Invesco EMEA

  Nov 2022 - now

  Senior Client Portfolio Manager