Speakers
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Nadieh Bremer
Nadieh Bremer is a data artist living in the Netherlands, freelancing under the name "Visual Cinnamon". She graduated as an astronomer and started working as a data scientist before finding her passion in the visualization of data and being creative with code.
As 2017's "Best Individual" in the Information is Beautiful Awards, she focuses on visuals that are uniquely crafted for each specific dataset that both engage and enlightens the audience. She co-wrote the best-selling book "Data Sketches" that celebrates the creative and artistic side of data visualization and data art.
She's been moving more towards data and generative art over the years. Letting her get even more creative when the constraints of clearly explaining the data can be let go. Focusing instead on the visual appeal, the feeling the works evokes, and how it might still allude subtly to the trends in the underlying data. Her works can often be recognized through the use of vibrant color palettes and a playful feel.
She's made visualizations for companies such as Google News Lab, Sony Music, the New York Times, and UNESCO and has released data art collections in collaboration with companies such as UNICEF and Axiom Space.
Nicklas Bergman
Nicklas Bergman is a Swedish entrepreneur and deep-tech investor. For more than 30 years he’s built companies in a variety of industries, regions, and economic climates. He’s seen his companies go out of business, awake from the dead, conquer the world, be sold to major industry players, or listed on the stock exchange. Since mid-2020, Nicklas is also an advisor to the EIC Fund, an EUR 4 billion deep tech VC fund investing in more than 100 European startups per year. He’s made lots of mistakes, been responsible for epic failures and lucky enough to be part of some successes along the way. Over the years he’s said no to investments that turned into unicorns and spent too much time in endless meetings.
A couple of years ago, Nicklas cleared his schedule and embarked on a journey to understand where technology is taking us and if we are ready for the upcoming techstorm. Today he’s dividing his time between technology investments, a couple of his own skunkworks projects and speaking, writing and advising on the future of technology, business and society. Btw, he loves new media art, and can’t wait to go skiing…
Workshops
Workshops
An ESG Original: The ABN AMRO EdenTree European Sustainable Equities Fund
An Introduction to the ABN AMRO EdenTree European Sustainable Equities Fund, a fund with a value-oriented investment process and integrated ESG (SFDR Article 9). This fund utilizes bottom-up stock picking, concentrating on fundamental analysis and employs a contrarian style.
For us, this means being benchmark aware, not benchmark constrained. EdenTree have found this contrarian approach can deliver significant outperformance over the long-term when combined with fundamental stock-picking factors to identify intrinsically sound, value-orientated companies. Combined with their responsible and sustainable investment process, this provides them with a truly active edge to their portfolios.
Company Profile:
Pioneer in multi-asset management for 25 years, ABN AMRO Investment Solutions is the asset management company of the ABN AMRO Bank. With ESG commitment at the heart of its business model, ABN AMRO Investment Solutions offers all its clients exclusive strategies in Europe that combine performance and responsible investment. With €19.9 billion of assets under management (as of 30/06/23) and a range of 40 strategies covering all asset classes and geographical areas, the company is a pure-player in open architecture. Its offer combines a selection of external funds and sub-advisory funds, notably through exclusive partnerships. ABN AMRO Investment Solutions thus provides the European market with unique access to “ESG Originals”, asset managers that have responsible investment in their DNA.
With approximately 90 employees, ABN AMRO Investment Solutions has offices in France, the Netherlands and Germany.
Speaker
Christopher Hiorns
Head of Multi Asset & European Equities
Chris Hiorns is Head of Multi-Asset and European Equities at EdenTree and is the lead portfolio manager of several strategies including the ABN Amro EdenTree Sustainable European Equities Fund since its launch in 2017. His career at EdenTree spans over 27 years and he has managed responsible and sustainable portfolios since 2008. Chris holds an MSc In Economics from University College, London and is a CFA Charterholder.
Representatives
Rose Sutherby
Institutional and International Sales, Edentree
Rose is a member of EdenTree’s Institutional and International Sales Team. She has worked at EdenTree for four years, previously working for Epworth Investment. She holds an LLB in Law from Swansea University and the Investment Management Certificate.
Bob Hendriks
Chief Commercial Officer
Bob Hendriks is Chief Commercial Officer of ABN AMRO Investment Solutions (AAIS). Prior joining AAIS, Bob was Managing Director at BlackRock Solutions, working on the development and rollout of their Aladdin Wealth advisory proposition in the EMEA region. He also headed the Retail Distribution business for the Nordics, Baltics and the Netherlands at BlackRock. Beginning his career in 1997, Bob worked for ABN AMRO in various roles. Amongst others, from 2005 to 2008, he headed the Investment Advisory department at ABN AMRO in Amsterdam. Bob graduated from The Hague University of Applied Sciences with a Bachelor's degree in Economics.
Susanna Ravilly
Client Service & Business Development
Susanna is a member of ABN AMRO Investment Solutions (AAIS) Business Development team. She has worked for ABN AMRO Investment Solutions since January 2020. Prior joining AAIS Susanna was working within wealth management at Neuflize OBC, Société Générale Private Banking and BNP Private Bank. Susanna speaks six languages and holds a Master degree in Wealth management & Finance from Dauphine university in Paris as well as from Lund University School of Economics and Management in Sweden.
Exploring a new ETF frontier: Combining Active Euro Credit with a decarbonisation strategy
Active fixed income is gaining popularity in the ETF market due to potentially attractive yields and macro uncertainty. AXA IM is expanding its ETF offer by launching the AXA IM Euro Credit PAB UCITS ETF (ticker AIPE), the first of its kind in the market.
Join our AXA IM New Ideas session to understand why this unique ETF provides exposure to Euro-denominated corporate bonds while aiming to maintain a decarbonisation strategy aligned to the goals of the Paris Agreement.
AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €823 billion in assets as at the end of March 2023.
Company Profile: AXA IM's new ETF investment capabilities offer easy access to an integrated model based on existing portfolio management and research teams, with an attractive fee schedule and innovative and proven expertise in key areas including sustainable equity, credit and technology. At end of May 2023, AIM IM’s ETF range manages more than $1.1bn.
Speaker
Olivier Paquier
Global Head of ETF Sales at AXA IM
Prior to joining AXA IM, Olivier led JP Morgan Asset Management's ETF Distribution team for continental Europe & Latam before being appointed Head of EMEA Distribution for ETFs. Before that, Olivier was in charge of SPDR ETF distribution in France, Monaco, Spain and Portugal at State Street, covering all client types whether institutional or intermediaries. He also led the distribution team in France for State Street Global Advisors, covering active and passive strategies. Olivier started his career in 2007 at NYSE Euronext as a Product Manager working on ETFs, warrants and certificates.
Representatives
Demis Todeschini
Head of ETF Sales Italy
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Prior to joining AXA IM, Demis joins from Franklin Templeton where he spent more than 4 years as Senior ETF Sales. Prior to Franklin Templeton, he spent over 12 years at Borsa Italiana where he was Listing and Market Development Manager and Senior ETF Product Specialist, where he helped ETF providers listing ETFs. At AXA IM Demis is responsible for distributing AXA IM’s ETFs range in Italy across wholesale and institutional market segments.
BB Biotech - challenges and opportunities for a biotech focused investment company in today's world
Claude Mikkelsen will elaborate on the challenges and opportunities for BB Biotech going forward. BB Biotech invests in companies in the fast growing market of biotechnology and is one of the world's largest investors in this sector with 30 years of experience. The shares of BB Biotech are listed on the SIX Swiss Exchange, the Frankfurt Stock Exchange and the Stock Exchange in Milan. Investments are focused on listed companies that are developing and commercializing novel drugs.
Bringing the futue potential of the biotech sector to the attention of investors despite recent years' challenges in the stock market.
Company Profile: BB Biotech is managed by Bellevue Asset Management in Switzerland. We take an active, bottom-up investment approach in managing a focused portfolio of approximately 30 stocks. Our stated aim is to invest in the medicines of tomorrow and, by extension, in the most promising and fastest growing companies in the biotech sector. Our investment philosophy is focused on innovative drugs and therapies that offer sound value for the healthcare system. In the construction of the portfolio and the selection of core positions, we carefully consider risks associated with asset allocation and portfolio composition.
Speaker
Claude Mikkelsen
Director
Claude Mikkelsen has been responsible for investor relations for BB Biotech in the UK and other countries since 2012. Claude have worked in the biotech sector for more than two decades. Claude was instrumental in the succesful IPO of Bellevue Healthcare Trust on the London Stock Exchange in 2016. Since 2019 Claude have focused solely on investor relations for BB Biotech AG.
Representatives
Pivoting to new opportunities – going granular in the new regime
In the new macro regime, we believe broad asset class exposures may no longer deliver the returns of the past, with investors needing to get more granular to unearth selective opportunities. Emerging Markets have been evolving significantly in the last 30yrs, economically but also in terms of their importance for the Developed World. The idiosyncratic nature of the countries within the EM block is creating opportunities for investors with country selectivity being key.
We prefer EM over DM equities, as we believe their risks are better priced. However we think greater selectivity is required with single country positions. We provide at key macro insights, drivers for performance over the coming 12 months & how to use within your broader portfolio asset allocation.
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
For additional information about BlackRock, please visit www.blackrock.com/corporate
Speaker
Tom Husmann
Vice President, Equity & Commodity Product Strategist
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Tom's helps clients navigate the iShares range across regional exposures and fund specific strategies. He performs bespoke client analysis, tactical market insight and engage in general ETF education. to help them
Tom joined BlackRock's EII business from Fidelity International, where he completed a graduate rotational program and worked in the data analytics, sales, equity investment specialist and ETF/index fund teams
Fotios Kassianidis, PhD
EMEA Head of Indexed Investments & Solutions MSCI
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The team’s primary objective is to provide clarity on the investable products linked to the MSCI Index ecosystem including insights on index construction methodologies along with detailed analysis on Global Markets. Also, to develop, analyse and commercialise macro related themes by helping clients to identify suitable MSCI linked products to express their views on a portfolio level but also better understand explicit and implicit dependencies.
Representatives
Maarja Vaikla
Nordic Head of Manager Research BlackRock
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She is responsible for executing the Nordic Manager Research strategy across Nordic wealth clients and delivering the full capabilities of BlackRock's active funds, iShares, and alternatives.Prior to her role, she was a member of the Investment Solutions Group within BlackRock's US Wealth Advisory business, responsible for home office and manager research relationships in the Wirehouse, Private Banks and Platforms.
Mobile: +1 (917) 8460171
LinkedIn: https://www.linkedin.com/in/maarjavaikla
Pietro Agus
Relationship Manager, MSCI EMEA Client Coverage
Pietro Agus currently serves as the Vice President and Relationship Manager at MSCI, where his key focus is supporting EMEA ETF providers in the MSCI index space. His team offers guidance on index construction and assists with portfolio strategies.
He has previously worked at JP Morgan where he covered various roles, from debt originator in the Emerging Market Debt Capital Market team to Capital Advisor for JP Morgan Private Bank.
Pietro holds a degree in Economics from the London City University.
Josefine Lochen
Analyst, Blackrock
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Josefine is on BlackRock’s iShares and Wealth team based in Copenhagen, where she supports her team in covering the Nordic and Baltic wealth segment, and acts as Management Partner to the Head of Nordic iSW. Prior to jointing BlackRock in 2021 as part of BlackRock’s Analyst Program, Josefine worked at the United Nations Development Program. She holds a Master of Arts degree from the University of St Andrews and an MPhil from Oxford University.
Opportunities in Listed Real Estate
Whilst many investors have traditionally focused on unlisted real estate solutions, we believe that listed real estate offers investors additional flexibility to adapt to structural changes, cyclical shifts, and tactical pricing dislocations. All while accessing some of the highest quality real estate globally, particularly some of the alternative sectors which need scale and a platform to succeed.
- Why Listed Real Estate: Hear from one of the world’s real asset managers about the listed real estate’s attractive characteristics, in light of current market conditions, and the opportunities presented in listed assets
- Discuss listed vs direct real estate
- Explore some of the structural trends supporting listed real estate
- Present some stocks in focus
- Global outlook
Company Profile: Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage approximately €536 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, real estate, agriculture & natural assets and asset finance.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs more than 20,500 people in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 31 March 2023. For more information, please visit Macquarie.com
Speaker
Ryan Watson
Head of European Listed Real Estate
Ryan is Macquarie Asset Management’s (MAM’s) Head of European Listed Real Estate, a role he assumed in March 2022. He is responsible for capital and risk allocation across the Europe, Middle East, and Africa (EMEA) region. This involves strategic direction of research and management of the team of analysts on the ground. Ryan joined MAM as part of an acquisition from AMP Capital, where he had spent 13 years in various roles, including Head of European Listed Real Estate since January 2017. Ryan began his career in financial services with AMP Capital’s direct property asset manager before transferring to the Global Listed Real Estate team, where he focused on capital transactions, retail asset management, and fund of fund investing. He then moved to AMP Capital’s Global Listed Real Estate team in Sydney, covering Australian and Asian listed companies and relocating to London in 2014 where he began his coverage of European names.
Ryan holds a Bachelor of Applied Finance from Macquarie University.
Representatives
Henrik Mouritsen
Senior Vice President, Director of Distribution
Henrik is a Director of Distribution for Macquarie Asset Management’s (MAM’s) Public Investments division in EMEA, where he is responsible for wealth and institutional clients in the Nordics. He is also Manager of the Danish branch of Macquarie Investment Management Europe S.A. in Luxembourg.He has more than 30 years of industry experience. He joined MAM as part of the firm’s acquisition of ValueInvest Asset Management in June 2018. Upon joining MAM, he was Regional Director and Partner for the firm’s Global Equity Team in the Nordics. Prior to this, he worked at Carnegie Bank in Copenhagen, where he was Head of Money Market and Fixed Income. Before that, he spent more than 10 years within the fixed income space at Jyske Bank and Nykredit Bank in Denmark.
Henrik holds a graduate diploma in business administration, with a focus on finance and economics, from the Aarhus School of Business.
Markus Wiering
Senior Vice President, Director of Distribution
Markus is a Director of Distribution for Macquarie Asset Management’s (MAM’s) Public Investments division in EMEA, where he is responsible for wealth and institutional clients in Germany and Luxembourg. He is also a Director of Macquarie Investment Management Holdings S.à.r.l in Luxembourg.He joined MAM as an Investment Specialist for the firm’s Global Equity team after the acquisition of ValueInvest Asset Management in June 2018. Prior to that, he was Director of Client Relations and Partner for ValueInvest.
He has worked with several renowned value investors throughout his career at Salomon Brothers KAG in Frankfurt, Citigroup London, and Nordea Fund Management Luxembourg.
Markus studied at the Frankfurt School of Business and Finance and the I.U.P of Université de Caen, France, receiving a diploma/maîtrise from both schools. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and the CFA Society Luxembourg.
Passive Index Investing in Private Markets
NewVest is a platform of index funds for private markets. It allows investors to “buy the private market” similar to how ETFs and index funds operate in public markets. With no management fees at the NewVest level, the firm’s objective is to provide diversified access to leading private funds in a low-cost manner. NewVest’s index funds formulaically invest in the largest funds within an asset class, seeking to emulate pooled (or capital weighted, “market”) returns. Pooled returns across asset classes have historically been attractive, while also less volatile than investing in a single fund. NewVest believes its innovative approach can complement investors’ portfolios in many ways and also accelerate the democratization of private markets.
NewVest will introduce the concept of index investing in private markets, which allows investors to access private markets in a low-cost, efficient way – similar to solutions available in public markets.
Company Profile: NewVest is an institutional tech-enabled platform of index funds designed to provide investors with diversified, passive exposure to private markets in the same manner that ETFs and Index Funds provide passive exposure to public markets.
Our no management fee funds seek to generate returns that closely emulate the historically attractive pooled returns of an asset or sub-asset class with significantly lower risk than investing in individual private funds.
NewVest's leadership team has worked across private markets for an average of 20 years. Our team's experience spans across the entire private market’s spectrum, including investing, capital raising, investment banking, corporate law, accounting, and technology.
The firm is headquartered in New York, with team members also in London, Tel Aviv Berlin, and is an SEC Registered Investment Advisor.
Speaker
Edward Talmor-Gera
Founding Managing Partner & CEO
Edward Talmor-Gera is the Founding Managing Partner and CEO of NewVest, a first-of-its-kind platform of index funds for private markets. He is also the Co-Founder of Fund Placement Israel (FPI), a boutique private capital placement agent in Israel that has successfully raised over $5 billion.
Previously, Edward worked in private markets investing and investment banking at Arison, Goldman Sachs and Rothschild. He also served as a private markets educator at the Israel Finance Institute and London Business School.
Edward holds an Executive MBA from the London Business School and a BS in Mathematics from Tel-Aviv University.
Representatives
Eliran Gopas
Head of Product Strategy
Eliran Gopas is Head of Product Strategy at NewVest.Prior to NewVest, Eliran led PE and VC investing at Poalim Capital Markets, a subsidiary and investment arm of Israel’s largest bank, Bank Hapoalim. Eliran led dozens of primary, secondary and direct investments across multiple asset classes and played a pivotal role in the formation and sponsorship of several emerging managers. He also helped build and later oversaw the bank’s strategic venture capital program. Prior to joining Poalim, Eliran was an Analyst at iAngels, one of the leading venture capital funds in Israel.
Eliran holds a BA in Economics and Computer Science from IDC Herzliya.
Olivia Jack
Head of Marketing & Communications
Olivia Jack is Head of Marketing and Communications at NewVest and is based in London.
Prior to NewVest, Olivia spent 10 years working at MVision Private Equity Advisers, most recently as Director of Marketing and Communications, and prior to that as Operations Manager.
Prior to joining MVision, Olivia spent seven years at Barclays Capital (now known as Barclays Investment Bank) working in the Market Risk department in both London and New York.
Olivia received a BApplSc (Bachelor of Applied Science) and DipBusStuds (Diploma of Business Studies) from Massey University in New Zealand.
Nikko AM Global Green Bond Strategy
Nikko AM believes Green Bonds play a vital role to play in mitigating the severity of climate change. Over the last decade we have witnessed an impressive expansion of the green bond market, which has opened a wealth of new investment and impact possibilities. To take full advantage of this trend, Nikko AM has broadened its investment horizons beyond the SSA Green Bond universe to include those focused on corporate sustainability, social sustainability, and sustainability-linked initiatives. This enables us to create a more diversified Green Bond product aligned with key UN Sustainable Development Goals, and provide capital to help address the challenges of climate change, promote nature and the protection of eco-systems, and prevent further biodiversity loss, which we believe is an emerging megatrend in future investment opportunities.
To further the understanding of investors the importance Green Bonds play in financing the transition to a more sustainable future, and the financial benefits of including Green Corporate bonds and sustainability-linked bonds in the investment universe.
Company Profile: Nikko Asset Management is one of Asia’s largest asset managers, with 209.4bn USD* under management, providing high-conviction, active fund management across a range of Equity, Fixed Income and Multi-Asset strategies. In addition, our complementary range of passive strategies covers more than 20 indices and includes some of Asia’s largest exchange-traded funds (ETFs).
In the pursuit of excellence, we approach everything we do with an entrepreneurial mindset. This enables us to think differently, transforming intelligent insights into innovative, relevant investment opportunities for our clients. Leveraging our unique combination of a global perspective complemented by our Asian DNA, we aspire to create sophisticated and diverse solutions that set new standards in the asset management industry.
*As of 31 Mar 2023
Speakers
Holger Mertens
Co-Portfolio Manager for Global Green Bonds
Holger joined Nikko AM in July 2015 to bolster the firm's Global Credit capabilities. Prior to Nikko AM, he worked at Lazard Asset Management and held a variety of roles based in both Frankfurt and London, where he was Lead Portfolio Manager for Corporate Bonds. Before Lazard, he worked for Deka Investment Management where he was a Fund Manager/Analyst for Corporate Bonds. Holger began his career at DG Bank Warburg as a Fixed Income Trade & Sales assistant. He holds a Masters in Business Management and Economics from the Frankfurt School of Finance & Management and is a CFA® Charterholder.
Steven Williams
Co-Portfolio Manager, Global Green Bond Fund
Steve Williams is Head Portfolio Manager for Global Core Strategies, Co-PM for the Global Green Bond strategy, and is a Managing Director in Nikko AM's London Office. He is a key member of the fixed income and foreign exchange investment committee, providing valuable insights and strategic guidance to the firm's investment operations. Steve has managed Nikko AMs flagship Green Bond fund since 2015. Additionally, he serves as a generalist portfolio manager with oversight for Nikko AM's investment grade, municipal, green bond, global mortgages, and global bond business, as well as credit research.
Representative
Marleen Barents-Jager
Business Development Director, Benelux & Nordics
Marleen joined Nikko AM in October 2022 to help grow Nikko AM’s Institutional and Wholesale business in the Nordic and Benelux regions.Marleen is a Business Development Executive and Relationship Manager with over 25 years of experience working in the asset management industry. She brings with her a wealth of knowledge in the Institutional and Wholesale markets, Private Banking, and Account Management. Prior to joining Nikko AM, she worked for various asset managers, including Prudential-Bach, Franklin Templeton, Principal Global Investors and Russell Investments. Marleen received her Bachelor honours degree in International Business Administration from European University having studied in both the Netherlands and Belgium.
Focusing on the ‘S’ in ESG: the untapped potential of the longevity economy
The social and economic implications of ageing populations globally are becoming increasingly apparent. As well as the traditional populations in the US, Europe, and Japan, countries like China are ageing more rapidly than ever before. This poses several challenges such as declining working-age populations, rising healthcare costs, growing pension savings gap and changing demand drivers within the economy linked to products and services for older people. Pacific Longevity & Social Change seeks to identify high quality companies with proven operating models that provide products and services which cater to changing consumption patterns driven by shifts in demography. As an Article 8 fund the team are committed to promoting ESG characteristics with a particular emphasis on the Social dimension within ESG.
1. Demographic trends and the implications for consumption and spending patterns
2. How integrating social factors into portfolios can drive returns
3. The importance of the “Social” dimension within ESG
Company Profile: Pacific Asset Management (PAM) is an independent asset manager responsible for more than $4.8bn of assets. Fresh and progressive, PAM is rethinking the conventions of how asset management works. Its single manager business focuses on high-conviction investing in less efficient markets, where it believes active managers can outperform. Alongside the Longevity & Social Change strategy, it also offers emerging market equity and G10 macro rates solutions. PAM’s technology-enabled model portfolio solutions are available on all major platforms.
Speaker
Dani Saurymper
Portfolio Manager
Dani Saurymper is the Portfolio Manager in Pacific's Longevity and Social Change team. Prior to joining PAM in July 2021, Dani worked at AXA where he was Portfolio Manager for the AXA Framlington Longevity Economy fund. He was also Portfolio Manager of the AXA Framlington Health Fund and research lead for Health and Ageing & Lifestyle at AXA IM Framlington Equities. Dani has over 20 years' experience in the Healthcare sector.
Representatives
Chris King
Associate Director
Chris King is an Associate Director at Pacific and joined in April 2020. He is primarily focussed on distribution of PAM’s single manager range of funds. Prior to this, Chris spent 4 years at Sabre Fund Management where he worked as a Business Development Analyst, covering investor relations and promotion of quantitative equity hedge funds.
Jonno Ross
Associate Director
Jonno is an Associate Director at Pacific and joined the firm in September 2022. He is primarily focussed on distribution of PAM’s single manager range of strategies. Prior to arriving at Pacific, Jonno spent 7 years at Waverton Investment Management where he worked with institutional and wholesale investors across the UK, Europe and Offshore markets.
Credible, Flexible, Sustainable: Sycomore Séléction Credit
Sycomore Sélection Crédit invests in bonds issued by European SRI companies with no rating (Investment Grade, High Yield and Not Rated) or capitalisation size constraints and is at maximum 10% financials. The investment process integrates a deep proprietary ESG analysis.
The fund aims to deliver financial returns above those of the Barclays Capital Euro Corporate ex-Financial Bonds (reinvested coupons) over a minimum investment horizon of five years by applying a socially responsible investment process. The fund’s duration is kept below 5 and currently stands at 2.5 In addition, the fund aims to outperform its benchmark on the Net Environmental Contribution (NEC) indicator and on the 3-year headcount variation indicator, to select companies that contribute particularly on environmental and/or contribution to employment criteria.
Sycomore Sélection Crédit is Sycomore’s largest fund with a current AUM of €700m.
Highlighting how fundamental ESG research and integration through our proprietary SPICE model leads to better risk-adjusted returns for Sycomore Sélection Crédit.
Company Profile: Founded in 2001, Sycomore AM is a French asset manager specialized on sustainable investments. Its expertise is based on a hands-on approach and a proprietary model to analyze companies’ fundamentals. This model includes both financial and extra-financial criteria embedded in a dynamic database shared by fund managers and ESG specialists. They assess a company’s overall performance with regard to its stakeholders. Sycomore AM signed a strategic partnership with Generali Investments Holding in February 2019, which aims to create the largest and most innovative multi-boutique platform in Europe.
Speaker
Stanislas de Bailliencourt
Head of Investment Management
Stanislas de Bailliencourt (Partner, Portfolio Manager/Analyst, CFA) began his career as a hedge fund analyst and manager at CDC Ixis PCM, which later became Natixis Multimanager in 2003. After six years, he joined Sycomore Asset Management in 2009 in order to launch a flexible asset allocation strategy combining top-down allocation and bottom-up equity and corporate bond investments. Stanislas co-manages Sycomore Sélection Crédit since the fund’s inception in 2012. Overall, Stanislas manages over €1bn across fixed income and flexible strategies.
Representatives
Fidy Ramamonjisoa
Partner, Head of International Business Development
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Fidy Ramamonjisoa, Partner at Sycomore AM, is Head of International Business Development. He joined Sycomore in 2008. Fidy is a graduate from the European Business School, Oxford Brookes and HEC Paris (Executive Education).
https://fr.linkedin.com/in/fidyr
https://twitter.com/fidy
Dominik Hass
Product Specialist
Dominik joined Sycomore AM in 2022. He was previously based in Dublin and London as an Investment Specialist at Legal & General Investment Managers (LGIM), mainly on active fixed income products (around one hundred billion under this strategy). He completed the CFA certificate for ESG investing and is a CFA Level II candidate.