Frederic Lalande Email & Phone Number

London, Gb

Leading a team of software engineers to deliver various ESG related projects such as TCFD, Net Zero to Fifty, Proxy voting automation, Engagement monitoring, PLSA, CTI and Valuations Reporting.

London, Gb

London, Gb

London, England, Gb

Change management activities within the I.T. Project team. Data Governance Program, running pilots on Fund Analysis and Client Reporting Outsourcing of the Fund Factsheets production process and automation of the internal Fund Factsheets data production process. Leading the Fund Factsheet templates rationalisation workstream with Senior Management. Development of functional specifictions, UAT testing, and implementation into Jupiter’s bespoke systems.

London, England, Gb

Within the Investment Management Applications team responsible for helping Sarasin & Partners to improve the consistency and functionality of their in-house front office bespoke system. Worked closely with development team, front office and the business partners to gather requirements, define the targeted solution and writing the functional and technical specifications. Facilitated project meetings presenting project plans and status to the executive committee. Instrumental in proposing, influencing and getting sign-off for a new and consistent security classification structure to Sarasin’s Senior Business Partners and Portfolio managers - proposed solution resulted in a consistent and logical securities classification model aligned to market best practice. The flexibility to present client assets in the way they wish was retained and future development estimates were cut down by more than 20%.

Paris, Fr

Created the go to market strategy, marketing collaterals, legal documentation and projects implementation plans for new global business line; first client contract signed-off in January 2012. Lead on Research & Development: enhancing the team development capacity by more than 30%; a result achieved through the recruitment of new development engineers, an enhanced Product Strategy process and a clear product roadmap. Lead project team including Bi-Sam’s product managers and a GIPS industry expert to enhance the B-One GIPS module to a market ready version.

Seattle, Wa, Us

Responsible for the management of a team of 15 reporting analysts and performance analysts. Main responsibilities: Performance Attribution & Performance Measurement, Risk ex post / Ex Ante for all asset classes. Client Reporting Production, Funds Factsheets Production. Lead Russell’s Global Performance Analysis and Reporting Capabilities enhancement program for the EMEA region; project led to organisational improvements of process, method and infrastructure resulting in an achieved cost reduction of 30% and an increase of 10% in client satisfaction. Led the development and the implementation of a new reporting database for Russell’s mutual funds and clients reports improving market data acquisition from more than 30 different sources, to automate data upload and to enhance data controls processes; this enabled Russell to cut down quarterly reports production time by more than 50% increasing production (solution initially developed for the EMEA region globally rolled-out and is still being used today). Responsible for the implementation of a new Funds Factsheets and ETFs reporting platform using outsourced vendor’s publishing capabilities and offshored (Indian) production resources resulting in 25% resource cost reduction. Implementation of a Global performance calculation platform (Confluence) for all Russell Mutual Funds resulting in a highly scalable operational model which currently supports 40+ inbound data sources, 25+ index and market data sources, 600 regularly scheduled reports, 2800+ funds / classes and 400+ composites benchmarks. Established Performance Analysis and Risk practice for Russell EMEA from a green field. Recruited, trained and mentored a team of 6 Performance Analysts and developed a set of excel based applications to support Russell business development and to create client’s and partner’s portfolios performance analysis capabilities.

Paris, Fr

Responsible for the management of a team of 7 Client Reporting Analysts and Performance Analyst supporting the French Institutional business. Creation, development and implementation of a Performance & Risk calculation tool containing 1000 portfolio returns and 100 GIPS composites deployed across Investment and sales team workstations. Leading a performance and reporting data rationalisation process and development of derivatives performance attribution techniques across BNP PAM.

Development of monthly report for mutual funds and for institutional clients.Implementation of a new performance attribution system

I was involved with middle-office and assistant portfolio manager roles. While at S.G.A.M I was responsible for implementing and developing performance attribution tools for mutual funds and segregated investment mandates.

Master Of Science (Msc), Finance, General

Baccalaureat, Techniques Quantitatives De Gestion