Jenny Overman CFA CAIA
About
Jenny Overman CFA CAIA is from Amsterdam, North Holland, Netherlands. Jenny is currently Investment Manager at Family Office. In Jenny's previous role as a Associate Director Portfolio Management at Privium Fund Management, Jenny worked in Amsterdam, Netherlands until Mar 2025. Prior to joining Privium Fund Management, Jenny was a Equity Analyst (buy side) at ING and held the position of Equity Analyst (buy side) at Amsterdam, Netherlands. Prior to that, Jenny was a Assistant Portfolio Manager at Triodos MeesPierson Sustainable Investment Management, based in Driebergen-Rijsenburg, Netherlands from Apr 2010 to Jan 2017. Jenny started working as Assistant Preferred Banking at ABN AMRO Bank N.V. in Amsterdam, Netherlands in Jan 2008.
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Jenny Overman CFA CAIA's current jobs
Jenny Overman CFA CAIA's past jobs
Responsible for the day-to-day fund management of Privium's impact and ESG strategies as well as fund of funds including the company's impact private asset fund of funds. Responsibilities include: * New fund structuring, set-up and operations coordination * Portfolio manager monitoring * Investment committee for the funds, investment selection, investment analysis, external manager monitoring * ESG regulatory compliance, reporting, strategy development * Lead for SFDR and SDR regulatory implementation across the company and its funds * Fund service provider management and monitoring * Company ESG committee * Company ESG and impact education Examples of the funds we manage are: - Dutch Mezzanine Funds (private mezzanine loans) - FMO Privium Impact Fund (emerging/frontier market private impact loans) - Aescap Life Sciences (long only biotech equities) - Privium Sustainable Impact Fund (fund of impact funds) - Windmill Trend Evolution Fund (fund of CTA's)
Buy-side equity analysis focusing on the Materials, Healthcare and Utilities sectors. Maintaining short lists of preferred equities for various asset management and special mandate strategies. Writing quarterly company profiles for sales staff and clients' use. Providing sector level advice to the investment committee. Developing half and full year sector level forecasts. Publishing reports on investment trends and (sub-) sector themes. Webcasts and presentations.
Part of the team responsible for the equity and equity fund selection and portfolio management for the sustainable discretionary mandates of ABN AMRO MeesPierson and Triodos Bank. Part of the team that developed and maintained sustainable investment products targeting assets in developed markets, emerging markets, impact investing and alternative investments. Responsible for the continued integration of both ESG and financial information in asset selection, thematic research, client communication and daily portfolio management.
Responsible for servicing of upper-retail level clients in the Amsterdam area. Client management, financial and investment advisory.