Brendan is responsible for leading the manager research process within the firm. He has designed a robust manager research process to select and monitor investment managers using quantitative and qualitative research, covering a range of different asset classes. He thoroughly incorporates ESG within the manager research process to ensure value and compliance.
Brendan joined Spence & Partners in 2017 and has experience working for a range of different investment firms, including a family office, investment consultancy advising on a wide variety of work such as multi-strategy manager research/investment strategy reviews, and also a dedicated manager research firm conducting in-depth manager research.
Brendan is a CFA Charterholder, has the Investment Management Certificate (IMC), CFA Certificate in ESG Investing and a degree in Finance and Investment from the ICMA Centre, University of Reading.