FMPs have become highly pervasive over the last 2-3 years. However, thanks to persistently declining interest rates, investors have been forced to go further down the quality spectrum to be able to achieve yield objectives. Especially with the virus driven recessionary context and its likely impact on credit markets and anticipated defaults. In this session, we’ll discuss how FMPs need to be designed with a fresh perspective, and how to enhance FMPs by leveraging proprietary Credit Research that focuses on quality and liquidity, coupled with a big data approach that ultimately constructs optimized portfolios that increase and narrow the variability of invested yields, whilst maintaining a high quality and risk mitigated portfolio.
About the speakers
Gene Tannuzzo, CFA
Deputy Global Head of Fixed Income, Columbia Threadneedle Investments
Gene Tannuzzo is a senior portfolio manager and Deputy Global Head of Fixed Income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2003 and moved into his current position in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios.
Prior to his current role, Mr. Tannuzzo was a member of the municipal bond team. Mr. Tannuzzo received a B.S.B. and MBA from the University of Minnesota, Carlson School of Management.
He earned the Chartered Financial Analyst® designation in 2006.
Head of Funds Investment Solutions for Asia Pacific, UBS Wealth Management
Jansen is the Head of Funds Investment Solutions for Asia Pacific at UBS Wealth Management, responsible for its fund offerings in the region.
He is based in Singapore and chairs UBS’s Asia Pacific funds committee and is also a member of its global funds committee. Jansen previously led the UBS Fixed Income and Equity discretionary teams and was the head of the domestic investment specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles. Prior to re-joining UBS, he was with BNP Paribas WM as the Head of Equities within the Discretionary Portfolio Management team and before that a senior Investment Counselor. Jansen also spent time at Mercer Consulting as an Investment Consultant and at Citigroup Private Bank as an investment Portfolio Counselor.
Jansen graduated from the London School of Economics with Honours in Econometrics and Mathematical Economics.
Charlene Cong, CFA (Moderator)
Senior Reporter, Head of Investments Coverage, Asian Private Banker
Charlene is an experienced, multi-lingual journalist covering global financial markets from both top-down and bottom-up perspectives. With an in-depth understanding of different asset classes and investment solutions, she is responsible for the coverage of capital markets, funds and structured products for the region’s private wealth management industry.
Charlene has an established track record of generating exclusive and impactful financial features and has been a contributor to various functions, hosting and moderating panels with C-suite leaders of the investment community.
She holds a master’s degree from the University of Hong Kong and is a CFA Charterholder. She is fluent in English, Mandarin and Cantonese.