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The objective of the investment policy of the compartment is to gain a reasonable return in euro while complying with strict criteria of an ethical and ecological nature.
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 |
Alexander Mozer | - | 2011 | 2022 |
Biography | Alexander Mozer, CEFA, Chief Investment Officer. The business graduate and certified EFFAS financial analyst (DVFA) has an incredible wealth of experience. Alexander Mozer started his career in 1998 as an equities analyst with DGZ Deka Bank. He then worked for Deka Investment in various roles for the next 8 years or so, managing equity funds for institutional investors, analysing European small and mid caps and working as co-manager of mutual funds. As of 2005, he headed up the Small/MidCaps and Convergence unit team. He was a fund manager for the multi-award-winning Deka Convergence Aktien and Deka Middle East funds, as well as managing institutional clients. His last position before coming to ÖKOWORLD LUX S.A. in January 2011 was as the Head of the Emerging Market Team at Cominvest Asset Management. Alexander Mozer has been the Head of Portfolio Management since 2011, in charge of fund management at ÖKOWORLD LUX S.A. in Luxembourg. | ||
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. |
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