Description
David joined Spence in 2018 and currently holds the position of Investment Consultant. David has experience in setting investment strategy on schemes of varying size, from £2m to £100m, and varying maturity, from mature schemes considering a potential buy-in transaction to younger schemes open to future accrual. Modelling and analysis is at the core of David’s strategy recommendations, David has vast experience on setting hedging strategies using LDI and he currently oversees the LDI stress-testing and resilience modelling for our clients, assessing compliance with the Regulator’s guidance.
Over the years at Spence, David has gained valuable experience in various areas, including asset transitions, manager research, asset-liability modelling, and monitoring the investment performance of clients’ asset strategies.
David is a CFA Charterholder and passed all three CFA Program examinations in consecutive years. David holds a First-Class Honours Degree in Mathematics from Herriot-Watt University.
