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ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8

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Content provided by Lee Cleasby from Fund Your Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby from Fund Your Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements. They share insights into their typical weeks, which vary greatly and can be unpredictable due to market announcements.

The episode also highlights the challenges posed by regulatory demands and the importance of long-term investment. The managers reflect on their most rewarding moments, their involvement in additional commitments such as charities, and provide advice for aspiring fund managers. The episode concludes with book and show recommendations.

Timestamps:

01:24 Roles and Responsibilities of a Fund Manager

04:08 Weekly Routine and Unexpected Challenges

04:33 Research and Communication

06:44 Regulatory Demands and Governance

12:23 Working from Home and Travel

14:31 Advice for Aspiring Fund Managers

15:21 Challenges and Frustrations

18:52 Proudest Moments and Giving Back

23:53 Career Path and Opportunities

27:16 Book and Podcast Recommendations

31:30 Conclusion and Season Wrap-Up

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Vassal States by Angus Hanton: https://www.amazon.co.uk/Vassal-State-America-Runs-Britain/dp/1800753888

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

  continue reading

84 episoade

Artwork
iconDistribuie
 
Manage episode 425116791 series 3561018
Content provided by Lee Cleasby from Fund Your Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby from Fund Your Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements. They share insights into their typical weeks, which vary greatly and can be unpredictable due to market announcements.

The episode also highlights the challenges posed by regulatory demands and the importance of long-term investment. The managers reflect on their most rewarding moments, their involvement in additional commitments such as charities, and provide advice for aspiring fund managers. The episode concludes with book and show recommendations.

Timestamps:

01:24 Roles and Responsibilities of a Fund Manager

04:08 Weekly Routine and Unexpected Challenges

04:33 Research and Communication

06:44 Regulatory Demands and Governance

12:23 Working from Home and Travel

14:31 Advice for Aspiring Fund Managers

15:21 Challenges and Frustrations

18:52 Proudest Moments and Giving Back

23:53 Career Path and Opportunities

27:16 Book and Podcast Recommendations

31:30 Conclusion and Season Wrap-Up

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Vassal States by Angus Hanton: https://www.amazon.co.uk/Vassal-State-America-Runs-Britain/dp/1800753888

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

  continue reading

84 episoade

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