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The objective of the investment policy is to gain a reasonable return in euro while complying with strict criteria of an ethical and ecological nature.While adhering to the investment limits and in accordance with the principle of risk diversification, the compartment assets are invested chiefly in equities and equity-related securities as well as bonds. In doing so, economic, geographical and political risks as well as the currency risk are taken into account. No more than 15% of the net assets may be invested directly or indirectly in debt securities.
Name | Title | Since | Until |
---|---|---|---|
Nedim Kaplan | - | 2024 | Now |
Biography | Nedim Kaplan, Senior Portfolio Manager Nedim Kaplan brings a wealth of international asset management experience to the ÖKOWORLD LUX team, which he has gained from working at Invesco, Deka Investments and Cominvest. His work has focused primarily on asset analysis in frontier and emerging markets. Nedim Kaplan's most recent post was as a specialist in the M&A/Capital Markets division at BayernLB. In this specialist role, he concentrated in particular on the company valuations and analyses associated with transactions involving banks, financial services and property companies. Nedim Kaplan reinforces the ÖKOWORLD Asset Management team and makes portfolio management recommendations within the investment universe. | ||
Michael Molter | - | 2024 | Now |
Not Disclosed | - | 2022 | 2024 |
Alex Funk | CIO (Chief Investment Officer) | 2009 | 2022 |
Biography | Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex has extensive experience in managing Multi-Asset Portfolios in the UK and is responsible for a range of Portfolios and Funds. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder. | ||
Not Disclosed | - | 2007 | 2011 |
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