Huong Tran

Portfolio Management

• Manage multi-asset, multi-manager portfolios of funds at Davy Wealth Management, overseeing strategic asset allocation for a total Fund Under Management (FUM) of approximately €10bn.
• Provide input on tactical asset allocation decisions.
• Ensure cross-asset class diversification (equities, fixed income, alternatives), as well as diversification within each asset class.

Client Engagement

• Maintain strong client relationships by attending client meetings, providing market and portfolio updates, and addressing any client queries related to the funds.
• Review client portfolios in line with their risk mandates and conduct competitor analysis upon request.
• Collaborate with the advisor team on pitches for prospective clients.
• Participate in advisors' segment meetings to deliver monthly updates on portfolio performance and market developments.

Projects

• Lead a team of junior analysts on various projects, including active risk budgeting, liquidity reporting to the Governance Investment Committee (IC), equity factor analysis, fixed income book rebuild, regional equity book analysis, and revising the active vs passive split.