Caroline Shaw

Caroline Shaw

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  • Timeline

  • About me

    Portfolio Manager at Fidelity International

  • Education

    • Bromsgrove School

      1989 - 1991

      A Levels: Mathematics, Physics, Geography, General Studies

    • University of Nottingham

      1991 - 1995
      Master of Engineering (MEng) Civil Engineering 2.1
    • Institut national des Sciences appliquées de Toulouse

      1993 - 1994
      Master of Engineering (MEng) Civil Engineering

      Study Year at University in France

  • Experience

    • Courtiers

      Jul 2000 - Aug 2021

      Managed the investment team on a day to day basis, chaired the asset allocation meetings and sat on the senior management committee. Direct fund management responsibilities for three global multi-asset funds, two direct equity funds (UK Equity Income and Global ex UK Equity Income) and an investment grade bond fund, totalling more than £0.9 billion under management. Also responsible for the ongoing management of assets within the discretionary management service. Fund manager and analyst with experience of running mutual funds and model portfolios for private wealth management and institutional clients. Experienced in asset specific research across a range of asset classes and products. Experience in using derivatives contracts including OTC total return swaps and exchange traded futures and options.Holds the Chartered Financial Analyst® designation.

      • Head Of Asset Management

        Jan 2015 - Aug 2021
      • Fund Manager

        Jul 2000 - Aug 2021
    • Fidelity International

      Sept 2021 - now
      Portfolio Manager
  • Licenses & Certifications