R.Dino Davis Institutional Portfolio Manager, MFS International Australia Pty Ltd (at time of writing) R. Dino Davis, CFA, is an investment officer and institutional portfolio manager at MFS Investment Management. In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customises portfolios to client objectives and guidelines, and manages daily cash flows. He is responsible for communicating investment policy, strategy, and positioning for MFS' quantitatively-driven investment products. Dino joined MFS in 2012. He had previously worked as a director for North American business development at Numeric Investors, LLC. for two years.
R.DINO DAVIS | THURSDAY, 16 OCT 2014 Interest in reducing volatility and de-risking investment portfolios has grown for both individuals and institutional investors caught in the maelstrom of the 2008 financial crisis and the ensuing investment losses and deep recession. Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.