CPR’s Maclou to join Lausanne’s summit
Clément Maclou, thematic equities portfolio manager & fund manager of CPR Silver Age, CPR Asset Management will join InvestmentEurope‘s Spring Pan-European Summit in Lausanne to discuss long-term equity investing.
The manager will look in particular at how long-term equity investing benefits from secular trends through thematic approaches, like ageing
“These last decades, significant changes occurred both in the economy and in the financial markets, which were put through challenging phases. In this context, asset management companies have to come up with robust and non-cyclical investment solutions: theme investing, if properly shaped and managed, can meet these two criteria.
“In 2009, CPR AM’s Thematic Equity team started to look for a long-term and growth-provider thematic fund: demography, especially population ageing grabbed their attention. CPR Silver Age* (European Thematic Equities Fund) was launched in December 2010.
“The question is: how have they evaluated the potential of this theme?” the manager will say.
During the workshop, Maclou will begin by presenting ageing from a macroeconomic perspective: statistics back up the fact that population, in Europe and worldwide, is ageing more and more.
Then, he will talk about the strategy around CPR Silver Age, which consists of investing in companies that benefit from ageing population.
Maclou joined the Equity Team of CPR Asset Management in 2007 as AssistantPortfolio Manager: first as Assistant Portfolio Manager over Global Equitiesportfolios and then over European Equities portfolios. Since 2009, he has been portfolio manager within Thematic Equities department in collaboration withVafa Ahmadi. Prior to this, he was, between 2005 and 2007, at the Reporting &performance attribution department.
Before joining CPR Asset Management,he was an Assistant Fixed Income Fund Manager at Martin Maurel Gestion.Clement holds a post graduate degree in International Financial Managementfrom IAE in Aix-en-Provence – France (Institut des Administrationsd’Entreprises), he is graduated from the Business School ESCE (Paris).