Jacques Andre Nadal CFA
About
Jacques Andre Nadal CFA is from Greater Paris Metropolitan Region. Jacques-Andre is currently Head of european equities - institutional portfolios & open-ended funds at Covéa Finance, located in Paris, Île-de-France, France. In Jacques-Andre's previous role as a Equity Fund Manager at Covéa Finance, Jacques-Andre worked in until Jul 2016. Prior to joining Covéa Finance, Jacques-Andre was a Senior portfolio manager at Banque Wormser Frères and held the position of Senior portfolio manager. Prior to that, Jacques-Andre was a Portfolio Manager / Analyst at Breteuil gestion privée from Nov 2005 to Aug 2008. Jacques-Andre started working as Junior Portfolio manager / Analyst at SCS gestion privée in Jan 2004.
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Jacques Andre Nadal CFA's current jobs
AUM of 10 billions euros Manage a team of 11 PM & 2 assistants splited in two teams : institutional portfolios and open-ended mutual funds Member of the global asset allocation committee In charge of the definition of the European equity strategy (both strategic and tactical) In charge of the oil and gas strategy for the Whole company Portfolio management : - Lead PM for two SRI green funds (terra : focus on sustainable use of resources + solis : energy transition), and back up for two others (aqua : water management + aeris : low emission) - Manage equity portfolios (2015 - 2020 : European - eurozone) (4 portfolios - 1,2 billions of euros) - Lead PM for one SRI diversified fund (200 millions of euros) Financial analysis : in charge of the coverage of both the oil & gaz and healthcare sectors Launched 4 SRI funds / green thematic funds (Aqua, Terra, Aeris,Solis) : definition of the strategy, investment process, SRI certification process, Greenfin certification process Improvement of the investment process through new tools : - development of data base for improving insight of the financial markets to track factors and specific indexes and informations - Improvement of valuation tools and investment case summary - Improvement of portfolio construction process and risk management - ensure that strategy is implemented in each portfolio (better portfolios performance homogeneity across the boards) Pitch clients : presentation to institutional clients of the strategy and the funds