Alanna Marshall Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Responsible for portfolio construction and balance across 7 mandates. • Support portfolio outperformance since joining the team.• Develop and maintain deep knowledge of companies within the North American and International portfolios. • Manage broker relationships. • Responsible for proxy voting in the best interest of clients.

Toronto, Canada Area

• Manage Research team of 5 Investment Professionals. • Responsible for selection and implementation of all research systems.• Prioritize and assign company research. • Primary mentor to new Investment Analysts, Research Associates in addition co-op university students.• Develop research manual and training curriculum for new hires.• Vet and edit all research ideas and reports prior to publication.• Act to ensure the depth and quality of all published reports.

Toronto

Portfolio Management• A member of the EAFE team whose long-term record outperformed on a 10 year basis.• Recognized as the in-house expert on auto, building materials, retail, media and property sectors.Research Director• Responsible for selection and implementation of all research and analysis tools.• Created and formalized new hire on-board training and curriculum.• Led the training for 7 of the firm’s 9 Analysts.Research• Developed, led and maintained the company’s research process and procedures.• Led the firm’s team of 9 Analysts and 2 Research Assistants.• Executed visits of investment holdings in Europe, Asia and the U.S.• Maintained coverage/relationships across portfolios with a focus on EAFE and global.• Contributed to company's quarterly reports.• Managed research priorities, new investment ideas, and coverage process.Client Servicing and Business Development• Responsible for selected client servicing.• Regularly represented the firm to clients and prospects.

Masters Of International Management, Finance

I completed a Masters of International Management with a focus on Finance. The degree is to all intents and purposes the same as an MBA.

Bachelor Of Arts (B.A.), French Language And Literature