Experience
A Principal, Lewis works with a range of institutional asset owners, from pension plans to charities and endowments, to help them meet their investment objectives. Lewis joined Eckler’s Vancouver office in 2020 as an investment consultant and has a decade of experience in Canada and the UK. He advises on many different issues institutional investors face, from investment strategy and asset mix to manager selection and ongoing monitoring.
Lewis also specializes in alternative investments, leading Eckler’s manager research in real estate and infrastructure. He regularly meets with investment managers to form views on their offerings and helps develop new and efficient investment solutions for clients.
Before joining Eckler, Lewis worked as an Investment Consultant in London, UK for the largest independent investment consultancy in the UK. Lewis is also a Chartered Financial Analyst (CFA) charterholder.
Areas of Expertise
- Alternative investments
- Real assets
- Real estate
- Infrastructure
- Private markets
- Manager research
- Manager selection
- Asset mix studies
- Asset liability studies
- Performance monitoring
- Defined benefit pension plans
- Foundations and endowments
- Investment policy and governance
- Portfolio construction
- Investment beliefs
Professional Qualifications
Professional Qualifications
- Chartered Financial Analyst (CFA) charterholder
- Bachelor’s degree in Economics – University of Reading, UK
Thought Leadership
How the investment strategies of the Maple 8 impact the decisions of medium- and small-sized plan sponsors
Benefits Canada – June 2024
Canadian pension funds seeking diversification in real estate at home, abroad: experts
Benefits Canada – April 2024