Three fund selectors outline their ESG strategies

This Wednesday 23rd of February here at RankiaPro Europe we hosted our first Conference Call of 2022. It was quite interesting to hear about the strategies and insights of our three panellists while discussing the current situation of the markets, Central Banks, inflation and interest rates.

To discuss the topic of How to integrate ESG into portfolios, we had the pleasure of hosting three Fund selectors whose expertise gave us an overview of the funds and investment market around this interesting topic, how they are integrating ESG into their strategies at the moment, and what they expect in the future.

Pierre Bermond, Asset Allocation and Fund Selection Specialist at EOS Allocations, Stephane Berthet, Founding Partner at Hyphen Alternative Advisors, and Paris Jordan, Multi-Asset Analyst at Waverton Investment Management on a broad range of factors that are likely to shape the investment landscape during these times.

Pierre Bermond is a graduate of the Ecole Supérieure de Commerce de Bordeaux, holds an MBA in Financial Analysis and Investment Banking (Wake Forest USA) and a master's degree in geopolitics from the Ecole Normale Supérieure (Ulm)/Sorbonne Paris. After beginning his career in Forex at Crédit Lyonnais and equity derivatives at Société Générale, he worked as an asset allocation consultant for institutional investors and as a portfolio manager. Pierre is the founder and executive director of EOS Allocations, a company dedicated to asset allocation and fund selection. EOS Allocations is the leading company in asset allocation for French IFAs.

Stephane is the former head of the USD2.6bn Morgan Stanley UCITS Platform where he was in charge of the sourcing and onboarding (including structuring solutions) of new managers, the distribution of the funds on the platform and the day to day management of the platform. He was also in charge of the development of the managed account platform, ALPHAS Platform, and the various solutions offered to institutional investors.

Prior to this position, Stephane held roles at BNP Paribas where he covered mainly UK investors for Fund Derivatives business and Innocap managed account platform, Societe Generale where he was head of European Fund Derivatives Structuring, focused on leverage transactions for hedge fund portfolios and helped launch Lyxor SGR in Italy.

Paris joined Waverton in 2021 as a senior multi-asset analyst, specialising in fund selection and model management. Paris has held roles at Sanlam and Fidelity. She has a proven track record across a variety of asset classes and a notable specialism in ethical and sustainable investing. 

She has a BA Hons degree in Politics, Philosophy and Economics, is a CFA Charterholder and holds the CFA ESG Certificate.