Magellan Advisory Partners Compensation Review 2019

Our compensation trend data is broken down into three levels of seniority. Within the Multi-Sector Fixed Income asset class, they are defined by the following:

5 TO 9 YEARS’ / MID-LEVEL EXPERIENCE

This bracket includes mid-level Multi-Sector Fixed Income Fund Managers typically supporting lead or co-lead Fund Managers.

10+ YEARS’ / SENIOR LEVEL EXPERIENCE  

Includes senior Fund Managers that are either the lead or co-lead Fund Managers for a Multi-Sector Fixed Income strategy.

TEAM HEAD

Includes investment heads who are managing at least two or more team members.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Corporate Credit asset class, they are defined by the following:

5 TO 9 YEARS’ / MID-LEVEL EXPERIENCE

This bracket includes mid-level Credit Fund Managers typically supporting lead or co-lead Fund Managers.

10+ YEARS’ / SENIOR LEVEL EXPERIENCE    

Includes senior Fund Managers that are either the lead or co-lead Fund Managers for a High Yield Credit strategy.

TEAM HEAD

Includes investment heads who are managing at least two or more team members.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Corporate Credit asset class they are defined by the following:

5 TO 9 YEARS’ / MID-LEVEL EXPERIENCE

This bracket includes mid-level Credit Analysts that evaluate their own sectors and may provide backup to other senior Credit Analysts. They will also contribute to the investment idea generation for the portfolios.

10+ YEARS’ / SENIOR LEVEL EXPERIENCE

Includes senior Credit Analysts that lead their sector coverage and may provide support to the portfolio management team whilst also contributing to performance from the generation of investment ideas.

TEAM HEAD

Includes investment heads who are managing at least two or more team members.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Corporate Credit asset class, they are defined by the following:

5 TO 9 YEARS’ / MID-LEVEL EXPERIENCE

This bracket includes mid-level Credit Fund Managers typically supporting lead or co-lead Fund Managers.

10+ YEARS’ / SENIOR LEVEL EXPERIENCE    

Includes senior Fund Managers that are either the lead or co-lead Fund Managers for a Investment Grade Credit strategy.

TEAM HEAD

Includes investment heads who are managing at least two or more team members.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Corporate Credit asset class they are defined by the following:

5 TO 9 YEARS’ / MID-LEVEL EXPERIENCE

This bracket includes mid-level Credit Analysts that evaluate their own sectors and may provide backup to other senior Credit Analysts. They will also contribute to the investment idea generation for the portfolios.

10+ YEARS’ / SENIOR LEVEL EXPERIENCE

Includes senior Credit Analysts that lead their sector coverage and may provide support to the portfolio management team whilst also contributing to performance from the generation of investment ideas.

TEAM HEAD

Includes investment heads who are managing at least two or more team members.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into four levels of seniority. Within the Fixed Income space they are defined by the following:

1 to 4 Years’

This bracket includes Portfolio Managers or Analysts who have between 1 to 4 years’ asset management experience.

5 to 9 Years’

This bracket includes mid-level Portfolio Managers or Analysts who have between 5 and 9 years’ asset management experience.

10+ Years’

This bracket includes senior level Portfolio Managers or Analysts who have 10 or more years’ asset management experience.

Team Head

This bracket includes senior level Portfolio Managers or Analysts who manage a team of 2 or more people.

Our compensation trend data is broken down into three levels of seniority. Within the Rates Fixed Income asset class, they are defined by the following:

5 to 9 Years’

This bracket includes mid-level Rates Fixed Income Fund Managers typically supporting lead or co-lead Fund Managers.

10+ Years’ / Senior Level Experience

Includes senior Fund Managers that are either the lead or co-lead Fund Managers for a Rates Fixed Income strategy.

Team Head

Includes investment heads who are managing at least two or more team members.

Our compensation trend data is broken down into three levels of seniority. Within the Fixed Income asset class, they are defined by the following:

5 to 9 Years’

This bracket includes mid-level Strategists that cover a geographical region and may provide backup to other senior Strategists. They will also contribute to the investment idea generation for the portfolios.

10+ Years’ / Senior Level Experience

Includes senior Strategists that are the lead Strategist across a particular geographical region, or they have a broader global remit.

Team Head

Includes heads of fixed income strategy who are managing at least two or more team members.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes mid-level Client Portfolio Managers who have between 5 and 9 years’ asset management experience.

SENIOR LEVEL

This bracket includes senior level Client Portfolio Managers who have 10 or more years asset management experience.

TEAM HEAD

This bracket includes Client Portfolio Managers who manage a team of 2 or more people.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes salespeople covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes salespeople leading or co-leading the sales effort for their respective region.

TEAM HEAD

Includes regional heads and salespeople who are managing at least two or more senior salespeople.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes Client Relationship Managers covering Tier 2 clients and those supporting on Tier 1 client coverage.

SENIOR LEVEL

Includes Client Relationship Managers leading or co-leading on relationship management for their respective region.

TEAM HEAD

Includes regional heads and Client Relationship Managers who are managing at least two or more senior CRMs.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes people covering Tier 2 consultants and those supporting on Tier 1 consultant coverage.

SENIOR LEVEL

Includes people leading or co-leading the Tier 1 consultant coverage.

TEAM HEAD

Includes team heads who are managing at least two or more senior Consultant Relations Managers.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes Multi Asset professionals supporting lead or co-lead Fund Managers.

SENIOR LEVEL

Includes Senior Investors that are either the lead or co-lead Fund Managers for a Multi Asset fund.

TEAM HEAD

Includes investment heads who are managing at least two or more Fund Managers.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.

Our compensation trend data is broken down into three levels of seniority. Within the Distribution space they are defined by the following:

MID-LEVEL

This bracket includes Multi Asset professionals supporting lead or co-lead Fund Managers.

SENIOR LEVEL

Includes Senior Investors that are either the lead or co-lead Fund Managers for a Multi Asset fund.

TEAM HEAD

Includes investment heads who are managing at least two or more Fund Managers.

In instances where we do not have enough data to convey a fair representation of compensation trends, we have omitted these brackets from our report.