Profile
Mr. Jason M.
Josefs, CFA, is a Senior Portfolio Manager at Amundi (UK) Ltd.
Prior to joining Amundi in September 2011, he was with Aviva Investors from 2007 as the Head of Research of the Sustainable & Responsible Investments (SRI) team and was appointed as a Fund Manager in 2008.
While he was at Aviva Investors, Mr. Josefs was responsible for managing a range of multi-asset funds.
Before working for Aviva Investors, he was a Portfolio Manager at Bernstein Value Equity, a unit of AllianceBernstein.
Prior to that, he was a Quantitative Analyst with Instinet, working at Instinet's New York office and launching their European Investment Strategy Group in London.
He started his career as an Analyst on the foreign exchange trading desk of the Federal Reserve Bank of New York in 1998.
Mr. Josefs holds a Bachelor of Arts degree in Economics from Queens College, University of New York and a Master ot Science degree in Finance from the London Business School.
He also holds the UKSIP Investment Management Certificate and the Chartered Financial Analyst (CFA) designation.
Jason M. Josefs active positions
| Companies | Position | Start |
|---|---|---|
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi UK is a multi-specialist, research-oriented manager which invests in all asset classes and major currencies. They employ both active and passive strategies and propose dedicated investment solutions based on customer needs. The firm's central and independent risk management department monitors risk on a unified, integrated and consistent basis and is strengthened by their links to academic circles. | Portfolio Manager-Equities | 2011-09-21 |
Former positions of Jason M. Josefs
| Companies | Position | End |
|---|---|---|
Aviva Investors Global Services Ltd.
Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio. | Director of Research - Equity | 2011-08-10 |
Experiences
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Listed companies
Private companies
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| Private companies | 2 |
|---|---|
Aviva Investors Global Services Ltd.
Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio. | Finance |
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi UK is a multi-specialist, research-oriented manager which invests in all asset classes and major currencies. They employ both active and passive strategies and propose dedicated investment solutions based on customer needs. The firm's central and independent risk management department monitors risk on a unified, integrated and consistent basis and is strengthened by their links to academic circles. | Finance |
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