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With a +20 year experience, I bring a general and cross sectional view of the investment-related issues for clients / Investors.
Key take away :
- Role : Achievement of advisory projects at all the stages of the investment process (Governance, asset allocation including ALM, portfolio construction, manager selection, performance / risk / cost control & monitoring…).
- Geographical focus is France (Employee saving and retirement Plan (PEE /PER), public retirement plan) and Belgium (pension funds for both public an private companies) as well as pan European projects
- In charge of providing services (including training) to both HR or Finance departments as well as employee representatives ("Conseil de surveillance")
- Ability to deliver the services by combining the local expertise and the support of the internal teams or external partners.