Ortum IM is in the process of creating an ‘impact’ fund focussing on driving transformational economic, climate, social and ecological benefits at scale concurrent with delivering an institutionally acceptable investment return commensurate with the risks taken.

Offering and providing capabilities including complex financial modelling, portfolio structuring, profit share calculations and sensitivity analysis, to inform the purchase/sale decision making process. Also advice on investment risk, benchmark selection, return expectation and debt exposure.Key clients and assignments: - Tesco Pension Investment - Fund management and strategy development of the overseas portfolio covering Asia Pacific, North America and Europe (consultant… Show more Offering and providing capabilities including complex financial modelling, portfolio structuring, profit share calculations and sensitivity analysis, to inform the purchase/sale decision making process. Also advice on investment risk, benchmark selection, return expectation and debt exposure.Key clients and assignments: - Tesco Pension Investment - Fund management and strategy development of the overseas portfolio covering Asia Pacific, North America and Europe (consultant contract from April 2017 to April 2019). Areas of focus:• Fund strategy – designing and implementing global portfolio investment strategy• Risk – introduced and embedded new methodologies for ascribing risk to the global portfolio• MiFID II and GDPR – instrumental in delivering guidelines and approach for new regulation to the Property and Alternatives team - Corbett Northam - financial analysis and advice of key Central London investment deals for their clients - Holbeck Land - financial analysis and strategic asset advice leading to enhanced performance of assets they manage Show less

Overall responsibility for property research, analysis and strategy for clients with a total of £11bn assets.Responsible for setting the overall strategy for the client property portfolios which included:• Setting and monitoring of annual sub sector allocation policy for each client;• Reviewing the impact of debt on the portfolios and recommending target gearing levels;• Indirect – allocations and strategy together with analysis of individual third party vehicles;•… Show more Overall responsibility for property research, analysis and strategy for clients with a total of £11bn assets.Responsible for setting the overall strategy for the client property portfolios which included:• Setting and monitoring of annual sub sector allocation policy for each client;• Reviewing the impact of debt on the portfolios and recommending target gearing levels;• Indirect – allocations and strategy together with analysis of individual third party vehicles;• Setting derivative policy and monitoring market pricing;• Reviewing CMBS market and advising what to buy to mitigate gearing levels in the portfolio;• International research and analysis;• Risk/return analysis for both UK and international portfolios;• Main liaison in assessing client’s requirements in relation to asset liability modelling;• Responsible for assessing all new vehicle offerings alongside relevant Investment SurveyorsOther responsibilities:• Pitching for new business;• Overseeing forecasts of the economy, property sub-sectors, individual property and client portfolios;• Presentations to the market covering topics such as portfolio strategy, sustainability, risk, gearing, derivatives;• Ensuring that individual property business plans are set and implemented;• Seat on the Investment Executive for Real Estate;• Lead role in quantifying the effects of sustainability;• Debt hedging strategy.Key Achievements:• Key part of the team that secured the ex Hill Samuel PUT mandate in 2000. Was responsible for designing the turn-around strategy which was subsequently, successfully implemented• Devised and implemented a strategy to gear the portfolio with the Fixed Interest team;• Implemented a strategy and gained Trustee approval to trade property derivatives;• Designed a Real Estate Inflation product to meet the needs of the Pension fund sector.• Designed a Multi Real Estate Asset approach for constructing efficient portfolios, enhancing the risk and return trade-off. Show less

Team leader responsible for strategic decision making at portfolio and property specific level. Having joined as Junior Analyst was promoted 3 times before being headhunted by Hermes. Overall the role required recommendations on all buy/sell/hold decisions and included the following analyses:• DCF Projections of rental, capital and total returns;• Probability analysis of tenant default;• Sensitivity and scenario testing;• Portfolio profiling and optimisation;•… Show more Team leader responsible for strategic decision making at portfolio and property specific level. Having joined as Junior Analyst was promoted 3 times before being headhunted by Hermes. Overall the role required recommendations on all buy/sell/hold decisions and included the following analyses:• DCF Projections of rental, capital and total returns;• Probability analysis of tenant default;• Sensitivity and scenario testing;• Portfolio profiling and optimisation;• Benchmarking against IPD / WM / CAPS;• Sector and region weightings;• Lot size analysis;• Sub-sector analyses (prime versus secondary, in town versus out of town, leisure etc);• Some work on assessing likely performance of specific indirect vehicles;• Location analysis and forecasting;• Co-creator of risk web which is now used by IPD Show less