Jonathan Simon successfully made it to the 2023 Global Investment Analyst List by Institutional Investor

12 December, 2023 – On November 14th, it was announced in the highly authoritative “Institutional Investor” journal’s 2023 Global Investment Analyst Rankings that Jonathan Simon claimed the fifth position. Among the contemporaries listed alongside him, all are globally renowned and highly valued financial investment analysts. In the same year, the financial investment team led by Jonathan Simon achieved additional honors, securing the top spot in the “Institutional Investor” journal’s overall Europe rankings and the fourth position in the “Greenwich Associates” Americas rankings.

On Wall Street, the rankings by Institutional Investor are considered the Oscars of the financial industry. This ranking is highly esteemed because it doesn’t rely on generic placements but is the result of votes from thousands of fund managers and buy-side analysts distributed by Institutional Investor. The votes are cast by these professionals, lending substantial credibility to the rankings. Importantly, it signifies whose investment products are more widely recognized and successful in the investment market and the market share they command.

Jonathan Simon holds a Bachelor’s degree in Economics from Stanford University Business School in the United States and a Master’s degree in Finance from New York University. With over 20 years of experience in stock trading, he has a particular focus on charts and technical analysis. Currently employed at BlackRock, a New York-based company on Wall Street, he provides technical analysis training and support for experienced wealth management professionals, private investors, institutions, and retail clients. His extensive experience has given him a heightened sensitivity to economic environments, monetary policies, yield changes, and interest rate trends.

With a rigorous risk management approach, Jonathan Simon’s team, especially in the long-term performance of mixed ETF funds, has achieved remarkable results. They have received a three-year and five-year full five-star rating from the Wall Street Fund Foundation. According to Wind data, as of November 1, 2023, the return on investment for the stock funds he manages and recommends in the past five years is 900.00%, surpassing the benchmark performance of 87.26% for the same period.

Jonathan Simon’s outstanding investment record frequently appears in the UK Financial Times and the US Wall Street Journal. He is also a familiar face on financial television and mainstream channels, regularly appearing on BBC News, Bloomberg, CNBC, CNN, Fox Business Channel, and several other channels in the UK, North America, and the Middle East. Many insiders consider him a prodigy in the financial investment industry. 

Jonathan Simon has demonstrated his keen insight through accolades such as “2019 Investment Rising Star” and “Best Forex Investment Specialist.” He has also organized seminars on trading and technical analysis at events like the World Investment Expo, London Business School, and the London Stock Exchange. In addition, in 2022, he foresaw business opportunities in the digital economy market, aiding 5998 students in achieving an average profit of $15,784. With such accomplishments, he is gaining increasing influence in the investment community.

In response to the continuous praise, Jonathan Simon expressed, “Investing is a marathon, and I always manage the assets entrusted to me with a diligent and reverent attitude. I hope investors can join us with a steadfast hand, share the fruits of long-term investment with our team, and approach it with a long-term investment mentality.”

Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

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