Sascha Werner CFA CAIA FRM

Senior leader of a team of five, responsible for portfolio management of €600M managed funds and fund-of-funds retail portfolios held in bonds, equities and alternatives. Contributed to increase in AUM from €400M to €600M. Defensive portfolio named in top six funds in Germany. Designed, positioned and marketed innovative alternative strategy to retail clients in a closed user group of financial advisors. Restructured SICAV fund into a multi-purpose offering for diversified client groups. Created and launched various pricing and reward options, including additional share classes to facilitate broader distribution. Automated previously manual data collection. Improved quality and accuracy of investment, governance and reporting at zero additional cost. Developed and implemented market and product strategies for asset management solutions in a wholesale environment (B2B2C). Implemented modular client reporting system. Delivered more targeted reports in less time, increasing client satisfaction. Elevated investment team contribution to marketing and investor relations strategy; worked alongside outsourced marketing consultants and agencies. Authored weekly Asset Management Financial Market Commentary. Drafted paper on ESG Investments within the firm’s Managed Portfolios. Took lead in hiring, training and mentoring new team members, and strengthened overall levels of knowledge within the group, with substantial positive effect on investment approach.