Barry Fennell, Cfa Email & Phone Number

Boston, Ma, Us

Boston , Ma, Us

Led efforts to effectively develop, evaluate and position the firm’s fixed income strategies, mutual funds and services in the institutional, international and intermediary channels. Worked closely with investment teams, client/consultant facing groups, sales and senior management. Strategies included global multi-sector fixed income, bank loans, securitized, high yield, core and municipals. Crafted client investment commentary to articulate investment themes, product positioning, and key competitive differentiators. Evaluated new product needs and pricing structures. Approved content for new business opportunities.Conducted market research and liaised with investment team on existing/future capabilities for product development and rationalization. Led design, development and launch of funds.Communicated and wrote strategy positioning, performance updates and outlooks on behalf of the portfolio management team directly to clients, consultants, financial advisors and internal sales force. Participant in periodic extensive reviews of fixed income product strategy. Made recommendations to senior management on options to maintain competitive lineup, balanced against business needs.Revised/maintained investment overviews, primer, presentations and factsheets for distribution channels to improve competitive positioning and emphasize key differentiating features of investment strategies. Developed messaging for CIO fixed income product presentations to Board of Trustees, key clients and senior leadership. Led multi-sector fixed income client content effort used as centerpiece of asset retention effort during periods of underperformanceTrained new senior sales hires on new and existing investment strategies deepening their product knowledge and strengthening the ability to accurately position products to high net worth and institutional advisors.

Led mutual fund and ETF product research and asset manager evaluations for Lipper. Authored pieces on current product trends affecting investment strategies, asset managers and product development in the ETF/mutual fund space. • Served as subject matter expert in responding to journalist inquiries on mutual funds, ETFs, investing strategies and industry trends. Quoted in columns by Wall Street Journal, Marketwatch, Forbes, Financial Times, Reuters, Institutional Investor, CNBC, Barron’s, Investment News, On Wall Street, Money Management Executive, Kiplinger’s, Investor’s Business Daily and Fundfire. • Authoring published columns on product development topics such as unconstrained bond investing and bank loan fund asset trends for CNBC, Fund Industry Intelligence, Financial Advisor IQ, Money Management Executive and On Wall Street.

Boston, Ma, Us

Subject matter expert and proxy for Asset Allocation and High Income portfolio management during a period of significant asset growth and firm wide focus on new product launches. • Assisted asset allocation portfolio manager with the development and launch of three new mutual through the entire launch cycle process. Produced new fund launch materials and communications while educating distribution channels on investment philosophy, process and positioning. • Trained sales staff on investment rationale and approach on new equity income and inflation focused asset allocation funds. • Led analysis and communication of strategies working alongside portfolio management and research for high income team to the institutional, retail and overseas distribution channels. Strategies included high yield corporates, bank loans, convertibles and leveraged equity. Provided portfolio analysis, communications, competitive analysis and product development. • Enhanced the successful launches of three “first-of-a-kind” mutual funds; Floating Rate High Income. Focused High Income and Leveraged Company Stock. Ensured portfolios were positioned appropriately through sales force training and content for marketing materials. Products were utilized by the Retail and Intermediary channel. • Recognized as a valuable partner to channels for responsiveness, expertise, and ability to explain complex subject matter and translate across the spectrum of investors from sophisticated to retail shareholders.

Boston, Massachusetts, Us

Provided performance analysis, strategy updates and investment process commentary to the consultants, clients, traders, and portfolio managers. Managed each RFP on asset allocation strategies.

Master Of Business Administration - Mba, Finance

Bachelor Of Arts - Ba, Economics And History