Simon Davis
Directeur/Bestuurslid bij THE BAILLIE GIFFORD JAPAN TRUST PLC
Vermogen: 70 437 $ op 30-04-2024
Oorsprong van het eerstegraads netwerk van Simon Davis
Entiteit | Type entiteit | Industrie | |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.
103
| Subsidiary | Investment Managers | 103 |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.
45
| Subsidiary | Investment Managers | 45 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Simon Davis via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Analyst-Equity Portfolio Manager-Equities Head-Equity Investments | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
S&P GLOBAL, INC. | Financial Publishing/Services | Chairman Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
City Network, Inc.
City Network, Inc. Miscellaneous Commercial ServicesCommercial Services City Network, Inc. engages in the designs, manufactures and sale of broadband communication and wireless Internet access products. Its products include VOIP, GUI-based remote management and routing technology software packages for simplified setup, extensive network management and global network connectivity capabilities, home PNA and xDSL broadband access equipment, ADSL/VDSL ACCESS DEVICES, HPNA ACCESS DEVICES, FTTB (Fiber to the Building) and FTTH (Fiber to the Home), PCMCIA cards and USB adapters. The company was founded on August 8, 1996 and is headquartered in Jhonghe City, Taiwan. | Miscellaneous Commercial Services | Chief Executive Officer | |
Martin Currie Absolute Return Funds Ltd. | Finance/Rental/Leasing | Chairman | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
CT UK CAPITAL AND INCOME INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
IMPAX ASSET MANAGEMENT GROUP PLC | Investment Managers | Chairman | |
EUROPEAN OPPORTUNITIES TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
ABERDEEN NEW THAI INVEST | Investment Trusts/Mutual Funds | Chairman | |
Boston University | College/University | Masters Business Admin Undergraduate Degree | |
George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
Sikorsky Aircraft Corp.
Sikorsky Aircraft Corp. Aerospace & DefenseElectronic Technology Sikorsky Aircraft Corp. designs, manufactures and services of military and commercial helicopters. It offers light turbine, piston helicopters, fixed-wing and twin turboprop aircraft and spare parts. The company was founded in 1923 and is headquartered in Stratford, CT. | Aerospace & Defense | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Doctorate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Babson College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities | |
Bentley University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
The Great Britain Sasakawa Foundation
The Great Britain Sasakawa Foundation Investment Trusts/Mutual FundsMiscellaneous The Great Britain Sasakawa Foundation provides grants to organizations. The non-profit company is based in London, UK. The British company was founded in 1983 by Ryoichi Sasakawa. The CEO is Brendan Griggs. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 37 |
Verenigd Koninkrijk | 9 |
Taiwan | 2 |
Bermuda | 2 |
Israël | 2 |
Sectoraal
Finance | 23 |
Consumer Services | 19 |
Miscellaneous | 5 |
Commercial Services | 4 |
Electronic Technology | 2 |
Operationeel
Director/Board Member | 104 |
Portfolio Manager-Equities | 93 |
Corporate Officer/Principal | 82 |
Analyst-Equity | 81 |
Undergraduate Degree | 63 |
Sterkste connecties
Insiders | |
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Charles Haldeman | 30 |
Eric Wetlaufer | 18 |
David Kidd | 17 |
Sharon Brown | 16 |
Masroor Siddiqui | 13 |
Colin Moore | 12 |
Elisabeth Scott | 11 |
James Falconer | 10 |
Steve Peacher | 10 |
Gillian Elcock | 10 |
Katya Thomson | 10 |
Humphrey van der Klugt | 10 |
Mike Carroll | 9 |
Timothy Scholefield | 9 |
Brian T. Pinsker | 9 |
- Beurs
- Insiders
- Simon Davis
- Bedrijfsconnecties