Trends in Asset Allocation. An Overview of Capital & Risk Asset Allocation, Risk Budgeting, and a Look at Building Risk-Balanced Portfolios
Rob has over 15 years of experience in financial services, spanning portfolio construction, asset allocation, portfolio management, investment risk, investment systems, quantitative manager, and quantitative specialist supporting the end-to-end investment process, solutions, and performance. He is a senior investment professional with experience across the superannuation, asset management, and treasury spaces as a portfolio manager and quantitative specialist supporting the end-to-end investment process. Prior to joining Cutter, Rob was a senior portfolio manager in QSuper’s Investment Strategy team, with responsibilities across asset allocation, the whole of portfolio construction and risk management, as well as supporting the equities, fixed income, and alternatives teams. Rob holds a graduate certificate in applied mathematics, specializing in computational and discrete mathematics from the Queensland University of Technology. He also holds a bachelor of business and a bachelor of applied science and more recently completed the diploma of superannuation. Rob is a member of the Advisory Committee for the Fixed Income & Credit forum run by the Centre for Institutional Investors (CII).
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and Failstation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Collateral Management
- Investment Accounting Solutions
- Order Management Systems
- Performance Measurement and Attribution Systems
- Reconciliation Solutions
- Risk Management Systems