Adam has been a member of the Multi-Asset Investing Team since November 2012. His responsibilities include portfolio construction, strategy implementation, and idea generation. He is a member of the Strategic Investment Group which is responsible for approving ideas for use in all absolute return portfolios. Adam has been a member of the GARS portfolio management team since July 2013 and is the named fund manager for the GARS portfolios that require more intensive derivatives usage (Standard Life’s Staff Pension Scheme; the Strategic Investment Allocation portfolios managed for Standard Life Wealth; and the Integrated Liabilities-Plus Solution).
Adam has been the portfolio manager for Standard Life Investments’ Tactical Asset Allocation overlay portfolio since November 2016. He is a member of the Multi-Asset Investing Global Investment Group which is responsible for making the tactical asset allocation decisions for multi-asset portfolios. And he is responsible for asset allocation within Standard Life’s UK Life, Irish Life and Irish Pension Assets.
Adam began his career at J.P. Morgan in 2005. He was responsible for publishing equity derivatives research and investment ideas, both as a European Equity Derivatives Strategist in London (until 2010) and as a US Equity Derivatives Strategist in New York (until 2012). Adam has five years’ investment experience at Standard Life Investments with 12 years’ experience in the industry.
He holds an MA in Mathematics and Philosophy from the University of Edinburgh and is a Chartered Financial Analyst (CFA) Charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.