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Joe McDonnell
Chief Investment Officer at
Border to Coast Pensions Partnership Ltd.
Finance
Profile
Mr. Joe McDonnell, CFA, is a Chief Investment Officer at Border to Coast Pensions Partnership Ltd. He joined Border to Coast in January 2023 and leads the investment team.
Mr. McDonnell has extensive investment experience, formerly as Managing Director, Head of Portfolio Solutions at Neuberger Berman, where he focused on designing and overseeing multi-asset mandates, engaging with strategic partners, and identifying solutions for clients.
He has held several other investment leadership roles, including ten years at Morgan Stanley where he had several LGPS clients and, before that, managing the internal asset management businesses for Shell and IBM’s pension funds.
Joe McDonnell active positions
| Companies | Position | Start |
|---|---|---|
Border to Coast Pensions Partnership Ltd.
 Border to Coast Pensions Partnership Ltd. Investment ManagersFinance Border to Coast designs, develops and manages investments to support their Partner Funds’ strategic asset allocations across equities, fixed income, private markets, and real estate. They believe that strong and sustainable investment performance is delivered through robust portfolio risk, research, and responsible investment capabilities. All their investment decisions integrate the evaluation of Environmental, Social and Governance (ESG) factors, in line with their responsible investment policy. Active management adds value over the long-term and enables better integration of ESG considerations. | Chief Investment Officer | 01/01/2023 |
Former positions of Joe McDonnell
| Companies | Position | End |
|---|---|---|
Neuberger Berman Europe Ltd.
 Neuberger Berman Europe Ltd. Investment ManagersFinance NB Europe is an active, long-term manager which fosters an investment culture of fundamental research and independent thinking. They have no house view and promote an investment culture built on active, risk-disciplined strategies. Their investment focus is global, with a focus on the US, Europe and emerging markets. The firm conducts in-house fundamental analysis with bottom-up and top-down approaches to make investments. Their investment approach is based on a disciplined, risk-focused process. | Portfolio Manager-Equities | 01/01/2023 |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance MSIM is an active manager which works to outperform the market and deliver results for their clients. The firm performs bottom-up fundamental research to analyze the industries and companies in which they invest. | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
4
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Morgan Stanley Investment Management Ltd.
Morgan Stanley Investment Management Ltd. Investment ManagersFinance MSIM is an active manager which works to outperform the market and deliver results for their clients. The firm performs bottom-up fundamental research to analyze the industries and companies in which they invest. | Finance |
Neuberger Berman Europe Ltd.
Neuberger Berman Europe Ltd. Investment ManagersFinance NB Europe is an active, long-term manager which fosters an investment culture of fundamental research and independent thinking. They have no house view and promote an investment culture built on active, risk-disciplined strategies. Their investment focus is global, with a focus on the US, Europe and emerging markets. The firm conducts in-house fundamental analysis with bottom-up and top-down approaches to make investments. Their investment approach is based on a disciplined, risk-focused process. | Finance |
Border to Coast Pensions Partnership Ltd.
Border to Coast Pensions Partnership Ltd. Investment ManagersFinance Border to Coast designs, develops and manages investments to support their Partner Funds’ strategic asset allocations across equities, fixed income, private markets, and real estate. They believe that strong and sustainable investment performance is delivered through robust portfolio risk, research, and responsible investment capabilities. All their investment decisions integrate the evaluation of Environmental, Social and Governance (ESG) factors, in line with their responsible investment policy. Active management adds value over the long-term and enables better integration of ESG considerations. | Finance |
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