MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide income with the prospect of capital growth by investing primarily in global Investment Grade corporate Debt Securities.

Fund Managers

Lisa Coleman

Lisa Coleman, managing director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial for six years, managing core and corporate bond portfolios. Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman for five years, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios. Prior Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments. Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York. In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

Andreas Michalitsianos

Andreas Michalitsianos, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a portfolio manager within the Global Investment Grade Corporate Credit Team, focusing on sterling, European and unconstrained bond portfolios. An employee since 2002, Andreas previously worked as a portfolio manager in the Long Duration group in New York where he managed a range of strategies including credit, government and inflation protected bond mandates. Andreas received a B.Sc. (Hons.) in Biochemistry from the University of Warwick in England. He is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

Usman Naeem

Usman Naeem, Executive Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a senior portfolio manager within the European Investment Grade Corporate Credit Team and is responsible for managing credit exposure across client portfolios. An employee since 2005, Usman was most recently a senior portfolio manager for J.P. Morgan Proprietary Strategies specialising in European corporate credit. Prior to that was in the Corporate & Investment Bank (CIB) where he was responsible for managing the global credit portfolio of the credit exotics business and managed a team of three traders. Before joining the firm Usman spent three years at Dresdner Bank in interest rate exotics trading and credit trading where he managed the municipal loan portfolio. Usman holds a B.Sc. (Hons) in economics from the University of Cardiff and M.Sc. in finance from ISMA, University of Reading

Lorenzo Napolitano

Lorenzo Napolitano, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Lorenzo is a portfolio manager within the Investment Grade Corporate Credit Team. Prior to joining the firm in 2012, he was an associate portfolio manager at Lord, Abbett and Company. In this role Lorenzo traded and provided research analysis for institutional and retail portfolios within Investment Grade Credit. Lorenzo holds a B.A. in business administration from the University of Richmond and is a CFA charterholder.