I begin today like most days, with the short journey down the A14 to the office. Thankfully, the traffic is flowing relatively well and the detour through Newmarket town centre is not required. Whilst seeing the horses being exercised is quite novel for many visitors to the town, for those of us who commute every day, having to stop to let them cross the roads can become rather tiresome.
I get into the office just before nine, joining the operations team who are already beavering away given their earlier working hours to allow for platform dealing cut-off times. The first cup of tea is then consumed with a breakfast biscuit whilst checking emails.
Generally my role can be split between managing client portfolios, investment communications and sector research, so dealing with any client portfolio requests or consultant queries is usually the first order of business. I will then look through all the research emails I am sent from the various investment houses and brokers.
I am the lead analyst on property, private equity and financials and support in a few other areas, so I keep an eye out for any comments on those subjects or our chosen investments in this space. Today, the results are published for one of the property trusts we hold so a review of these and a note to the team is in order.
Lunch involves a brief stroll to the nearby Tesco store, which takes almost as long as the decision to choose which sandwich to grab. After eight years, the range is less than inspiring, with chicken salad being my ‘core selection’.
In the afternoon we have our portfolio management committee meeting, we are joined on the phone by my colleagues in our Leicester and Glasgow offices. We remain relatively cautiously positioned in portfolios and do not make any significant changes to the model. The meeting is an open exchange of views and today our resident bear Richard is particularly worried about the French election and Italian banks.
The day concludes with a property investment dinner. We are quite fortunate in our location with both the Jockey Club Rooms and the Bedford Lodge only a few minutes away, these are the venues of choice for fund groups bringing managers to East Anglia. These tend to be very useful events, both in hearing from the managers directly, but also the questions other attendees ask, which may not necessarily be what I am thinking about.The evening is pretty much over when I get home. It has been quite a long day so watching the end of a football match seems more appealing than hitting the study books.