Portfolio Implementation, Dealing, Compliance
Stephen Clout heads portfolio construction at Ardea and leads the firm in nurturing deep and extensive relationships with clients and consultants.
Stephen co-founded Ardea, a boutique investment manager, in 2008 with the firm now managing over $10bn in client assets (July 2018).
Stephen’s focus at Ardea encompasses clear, ongoing communication with clients and consultants to ensure that existing portfolios, and those at the planning stage, remain consistent with client expectations at all times. In support of this Stephen also heads up portfolio construction and implementation at Ardea, with oversight and responsibility for ensuring that portfolios remain within risk limits and mandate guidelines. Stephen also leads Ardea’s efforts in client and consultant education in the areas of fixed income portfolios and regulatory reporting and compliance requirements.
Prior to Ardea, Stephen was head of portfolio construction at Credit Suisse Asset Management in Australia, with responsibility for implementation and execution across all fixed income securities and derivatives. Stephen also managed dedicated foreign exchange hedging mandates, as well as implementation for diversified and balanced portfolio strategies.
Stephen graduated with majors in Economics and History from the University of Sydney.