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世界金融基金以尽量提高总回报为目标,并以贯彻环境、社会 及管治(「ESG」)投资原则的方式进行投资。基金将其至少 70%的总资产投资于全球各地主要经济活动从事金融服务的 公司的股本证券。基金是互联互通基金,可透过互联互通机制最多以其总资产 的20%直接投资于中国。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Vasco Moreno | Director | 2015 | now |
背景介紹 | Vasco Moreno, Director and portfolio manager, is a member of the Global Equity team within the Fundamental Division of BlackRock's Active Equities Platform. He is the Portfolio Manager of the BGF World Financials Fund and the BGF FinTech Fund. Prior to joining the firm in 2015, Mr. Moreno was a Portfolio Manager at UBS O'Connor managing a financials portfolio. Previous to that, Vasco spent 9 years at Keefe Bruyette & Woods (KBW), which he joined as Head of European Research and CEO of the London operation. Prior to joining KBW in 2004, he was with Fox-Pitt Kelton as Head of European Banks Research with additional responsibility for European Investment Banking Strategy. Vasco earned a finance degree from NYU Stern School of Business. | ||
Edward Booth | President | 2013 | 2015 |
背景介紹 | Booth joined BlackRock in 2006. Previously he worked as president of Merrill Lynch Investment Managers. He was a Pan-European financials sector analyst at Morley Fund Management from 1999 to 2005. Booth holds the Chartered Financial Analyst designation. | ||
Lisa A. Walker | - | 2009 | 2013 |
Jacob Silady | Vice President | 2006 | 2009 |
背景介紹 | Silady is a vice president at BlackRock, Inc. Prior to joining BlackRock in 2006, He was a vice president of Merrill Lynch Investment Managers, L.P. (MLIM) and research analyst on the MLIM U.S. Active Large Cap Value team responsible for covering the financial, telecom and utility sectors from 2004 to 2006. He was a research analyst with MLIM covering the financial sector from 2001 to 2006. | ||
Walid Kassem | Managing Director, Portfolio Manager, Investment Adviser | 2002 | 2006 |
背景介紹 | Kassem has been a managing director of Merrill Lynch Investment Managers, L.P. (MLIM), an affiliate of the Investment Adviser, since 1998 and was a vice president thereof from 1996 to 1998. Kassem has been a portfolio manager with MLIM and the Investment Adviser since 1998. |
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