InvestmentEurope’s Editorial Board consists of fund selectors from across the region. Each month we feature new ideas from the Board in response to the queries put to them by our editorial team. If you would like the Board to respond to any particular question, email the editor at Jonathan.email@example.com
Title: Chief Investment Officer
Company: Banque Pâris Bertrand Sturdza SA (PBS)
Bio: Emmanuel Ferry is the Chief Investment Officer at Banque Pâris Bertrand Sturdza SA (PBS), where he joined in 2009. PBS is based in Geneva, Switzerland. He oversees Research and Portfolio Management for both private and institutional investors. He is leading a team of 10 investment specialists, covering global macro and cross-asset research, quantitative strategies, portfolio management and multi-management. He is also CIO and director of PBS Investments Plc, the asset management arm of PBS, including the multi-asset flagship fund “PBS SMART Portfolio”.
He previously worked for a global macro hedge fund (Cedar Partners) and in several financial institutions (Exane BNPP, BNP Paribas, HSBC) as economist and strategist. He started his career at the French Treasury (Ministry of Finance).
Emmanuel is also an associated professor at the Toulouse Business School. He is Chairman of the Investment Strategists Association of Geneva (ISAG), and a regular contributor to various financial newspapers. He is a graduate of Paris Dauphine University (M.Phil in Finance and International Economics).
Title: CIO Multi Management
Bio: Bernard Aybran is deputy CEO for Invesco Asset Management SA and CIO for multi-manager portfolios and funds of funds at Invesco. He joined Invesco in July 2008. Bernard previously launched a multi management subsidiary for Edmond de Rothschild in France, both for private wealth management and institutional clients. Up until 1999, he was with SocGen Asset Management, where he helped setting up a multimanager range. He started his career in 1994 with a fund performance measurement company, as head of databases and studies. Bernard holds a post-graduate degree from Dauphine University in Paris, France.
Title: Head, Hedge Funds & Product Management
Company: Eurizon Capital SGR
Bio: Filippo Stefanini has been Head of Hedge Fund & Manager Selection at Eurizon Capital SGR since 2012.
Previously, in 2008, he started at Eurizon AI SGR (later Eurizon Capital SGR) as Head of Research. Between 2007 to 2011, he was an adjunct professor at the University of Bergamo, where he taught Risk Management. He started his asset management work in 2001, when he joined Aletti Gestielle Alternative SGR where he helped set up the company, holding various positions until he became responsible for asset allocation. Previously, in 1999-2001 he was with Accenture working in the areas of asset management and investment banking.
An author of several books on hedge funds, Filippo graduated in Management Engineering (1998) at the University of Bergamo.
Title: Managing Director, Head of Multi Asset Portfolio Management
Bio: Thomas Romig has 18 years of experience in asset management. At his previous employer, Union Investment, he was Head of Multi Asset Management, with responsibility for €12 billion in assets under management, allocated between four major investment strategies. Key rating agencies such as Morningstar, Feri EuroRating, Lipper, Citywire and FondsConsult repeatedly recognised his achievements. Thomas spent 2000 to 2009 as Head of Multi Management at cominvest Asset Management, which later was merged into Allianz Global Investors. He began his career in fund management in 1997 at ADIG Investment. Romig holds a degree in business administration.
Rafael Anchisi (pictured), head of Fund Research at Bordier & Cie, discusses the recent reshape of the unit and his current fund selection approach with InvestmentEurope. Regeneration seems the appropriate term to describe the actual moves of Geneva-headquartered private banking group Bordier & Cie. Currently run by the fifth generation of the Bordier family, the […]Read more
The InvestmentEurope Industry Personality of the Year Awards 2016/17 were announced during a ceremony that took place at the May Fair Hotel in London on 29 November..
The Awards are intended to celebrate those who are deemed by their peers to have done most to foster the role of the fund selector and the industry.
Personality Awards were this year handed out to fund selectors in Benelux, France, Germany, Iberia Italy, Nordics Switzerland and UK, with an overall Award going to Régis Pinguet (pictured) Head of Fund Selection at CNP Assurances.
Top Rated European Fund Selectors (as at 24 April)
|Daniel Rock||Europeiska Försäkringsmäklarna||CHE||https://ch.linkedin.com/in/daniel-rock-801527|
|Clive Hale||Fund Calibre||GBP||https://uk.linkedin.com/in/clivehale|
|Tony Yousefian||Probus Financial||GBP||https://www.linkedin.com/in/tony-yousefian-acsi-19957516?trk=nav_responsive_tab_profile|
|Ricardo Duarte Silva||Crédito Agrícola||PRT||https://www.linkedin.com/in/ricardo-duarte-silva-8342332/|
|Eddy Vanwittembergh||Merit Capital||BEL||https://www.linkedin.com/in/eddy-vanwittembergh-2a65a663/|
|Nick McBreen||Worldwide Financial Planning||GBP||https://uk.linkedin.com/in/nickmcbreen|
|Juan del Corro||BBVA Asset Management||ESP||https://www.linkedin.com/in/juan-del-corro-frm-a5613614?trk=nav_responsive_tab_profile|
|Michael Müller||Independent Financial Advisor||CHE||https://www.linkedin.com/in/michael-m%C3%BCller-871b065/|
|Jon Beckett (JB)||New Fund Order||GBP||https://uk.linkedin.com/in/jonbeckett|
|Rui Esteves||Independent Financial Advisor||ESP||https://pt.linkedin.com/in/rui-esteves-73846590|
|Bruno Schneller||Skënderbeg Alternative Investments||CHF||https://www.linkedin.com/in/bschneller?|
|Alberto Moioli||Fineco Bank||ITL||https://www.linkedin.com/in/alberto-moioli-caia-b8510b31/|
|Alexandre Gillard||Societe Generale||LUX||https://lu.linkedin.com/in/alexandre-gillard-19246b15/en|
|Pierre yves Dittlot||TCSF||MOC||https://www.linkedin.com/in/pierre-yves-dittlot-8855b116/|
|Karl D. Safft||Safft Investment||CHE||https://www.linkedin.com/in/karl-d-safft-%E5%8D%A1%E5%B0%94-%E5%BE%B7-%E8%90%A8%E7%A6%8F%E7%89%B9-96077322/|
|Thierry Guerillot||Myria Asset Management||FRA||https://www.linkedin.com/in/thierry-guerillot-14653314/|
|Jorge González Gómez||Tressis||ESP||https://es.linkedin.com/in/jorge-gonzález-gómez-b9a7423b|
|James Levy||Clearwater Private Investment||LUX||https://www.linkedin.com/in/jameslevy01/|
Top rated funds and providers are rated by users of SharingAlpha’s platform, and the scores are calculated from the average rating given by the different raters, with a higher weighting given to ratings by fund selectors with a higher SharingAlpha Ranking of their own. In this way there is no influence on the rating of the funds by SharingAlpha. The maximum rating is 5.
For further information on the rating methodology and to find out how you can start your own rating as a buy side professional visit: www.sharingalpha.com
Top Rated Funds
|Fund Name (Data as at 6 April, 2017)||Domicile||Monthly Rating||Raters||Outlook|
|RAM (Lux) Sys Emg Mkts Equities||Luxembourg||4.69||6||˅|
|Robeco BP Global Premium Equities||Luxembourg||4.65||6||˄|
|Fundsmith Equity Fund Feeder||Luxembourg||4.57||9||˅|
|Sextant Grand Large||France||4.56||7||˅|
|Man GLG Japan CoreAlpha Eq||Ireland||4.51||6||˄|
|Fundsmith Equity||United Kingdom||4.5||24||˅|
|Nuveen NWQ Small-Cap Value Fund||Ireland||4.46||7||˄|
|Old Mutual Global Equity Absolute Return||Ireland||4.44||22||˅|
|T. Rowe Price Global Unconstrained Bond||Luxembourg||4.43||6||˄|
|Investec GSF European Eq||Luxembourg||4.43||6||˄|
|BGF Global Allocation Fund||Luxembourg||4.42||10||˅|
|Hermes Absolute Return Credit Fund||Ireland||4.42||6||˄|
|Royal London Shrt Dur Glbl HY Bd Fund||Ireland||4.42||6||˄|
|M&G Global Dividend||United Kingdom||4.41||6||˅|
|Allianz Europe Equity Growth Fund||Luxembourg||4.4||26||˄|
|Nordea-1 Stable Return Fund||Luxembourg||4.38||36||˅|
|Comgest Growth Emerging Markets||Ireland||4.32||8||˅|
|Legg Mason ClearBridge US Large Cap Gr||Ireland||4.31||13||˅|
|M&G Emerging Markets Bond||United Kingdom||4.3||12||˄|
|Kotak India Mid Cap Fd||Luxembourg||4.29||7||˄|
|Invesco Global Targeted Returns Fund||Luxembourg||4.28||25||˄|
|Henderson Hrz Pan-Europ Eq||Luxembourg||4.28||10||˄|
|OYSTER Absolute Return GBP||Luxembourg||4.27||6||˄|
|Artemis Pan-European Abs Ret||United Kingdom||4.26||6||˄|
|Henderson Horizon Euroland||Luxembourg||4.24||15||˅|
Top Rated Providers
|Provider Name (Data as at 6 April 2017)||Number of Funds||Number of Funds Rated||Number of Ratings||Average Rating|
|Invesco Management (LUX) S.A.||63||12||45||4.68|
|Allianz Global Investors GmbH||341||11||45||4.47|
|Schroder Investment Management Lux S.A.||155||19||46||4.45|
|JPMorgan Asset Mgmt (Europe) SA r l||164||14||39||4.43|
|Henderson Management SA||36||11||55||4.31|
|Fidelity (FIL Inv Mgmt (Lux) S.A.)||157||23||80||4.21|
|Pictet Asset Management (Europe) SA||170||17||44||4.21|
|BlackRock (Luxembourg) SA||124||14||79||4.11|
|Threadneedle Investment Services Ltd||81||14||40||4.11|
|Nordea Investment Funds SA||109||18||75||4.1|
|Hermes Investment Management Ltd||14||7||50||4.04|
|Goldman Sachs Asset Management Internati||98||8||37||3.76|
|Eurizon Capital S.A.||244||6||97||3.41|
The InvestmentEurope magazine highlights SharingAlpha data on a monthly basis, including Top Rated Funds, Most Popular Funds and Top Rated Fund Providers.
Click here to get your subscription.