Gerard Moerman Email & Phone Number

Netherlands

The Hague, South Holland, Netherlands

The Hague Area, Netherlands

With a team of in total twenty people, we service our clients with all kind of Investment Solutions and asset management advice via our Fiduciary Services. The team is split over three locations in Europe in order to be close to our European clients, while also servicing the commercial teams in other regions (e.g. Asia). The work is concentrated around ALM, SAA and LDI type questions. For this purpose we review new asset classes, we have specialists on different regulatory regimes (e.g. FTK, Solvency II and Basle) and work closely with our affiliates at the insurance branches of Aegon in order to support the launch of their investment products.

Paris Area, France

From June 2016 until August 2018 I was seconded to LBPAM in Paris, as Head of Investment Solutions. Please see the description below for more info. Aegon Asset Management owns 25% of La Banque Postale Asset Management (LBPAM).

Aegon Asset Management, The Hague

The Rates and Money Markets team is responsible for over €25 billion of assets from both the General Account and third-party clients. The team consists of six fte and is responsible for:• sovereign bond funds and mandates • money market funds and mandates• Liability Driven Investing, or LDI-portfolios, including: * Cash only matching mandates (e.g. General Account portfolios) * Interest rate overlay funds for matching purposesAchievements:• Built a team of six investment professionals• Strong and consistent investment performance * Information ratio over total period of 1.7 for European Bonds to 0.6 for Money Markets (dec 15 update)• Incorporated regulatory characteristics into client propositions * Solvency II specific investments for insurers * Introduction of Government Related Investment Fund (GRIF, to be launched in 2016)• Broadened the scope of the team (e.g. adding new sub-asset classes such as loans to social housing or export credit agencies)• Highly improved team structure and logging discipline • Significantly improved team visibility for clients (regular appearance on TV, in journals and in newspapers)

Aegon Asset Management, The Hague

The Central Dealing team (2 fte) is responsible for the correct execution of all trades in listed and other standardised instruments (bonds, credits, equities, listed derivatives, credit default swaps, etc).Achievements:• Improved visibility of the team within the internal organisation• Created management information structure and delivery• Improved processes, including introduction of new systems (e.g. Tradeweb and Algomi)

Aegon Asset Management, The Hague

Senior portfolio manager of the Global Tactical Asset Allocation (GTAA) Fund and the Commodity Funds range. Third party clients get access to tactical asset allocation through the GTAA Fund, which can be characterized as a derivatives-based global macro fund.Achievements:• Strong investment performance: very strong performance during the credit crisis of 2008; the GTAA Fund showed an information ratio of 1.0 over the period I was the porfolio manager• Tested and implemented the investment clock methodology (from macro to investment strategy) throughout the company• Setup and implementation of the GTAA Fund • Manager of Commodity Fund range: added active policy to fund range; strong investment performance; increased awareness of commodity investing

The Randstad, Netherlands

Paris Area, France

Member of the Executive Board of La Banque Postale Asset Management (LBPAM; 250 employees, AuM €218 bln). As Head of Investment Solutions, it is my key responsibility to facilitate, provide and manage client-driven solutions. The team manages the bespoke protected equity strategies and the formula-fund business. It also includes the fund selection team of LBPAM. Achievements:• Setup of the Investment Solutions team in Paris (15 fte) and incorporation of the solutions approach within LBPAM• Launch of the research paper series called “LBPAM Solutions Insight” on the cross fields of financial regulation and financial markets • Successful setup of innovative strategies with a focus on SolvencyII Solutions, e.g. the protected equity approach (AuM €1.3 bln in strategy) • Significant increase in affiliate partner sales (Aegon-Kames products) in France and created multiple content-driven links between specialists at the sides of LBPAM and Aegon Asset Management.• Built strong bridges between the Investment Solutions team at LBPAM and the teams at Aegon Asset Management and TKPi.

PhD-study.Dissertation: "Empirical Studies on Asset Pricing and Banking in Europe",• Worked on research in the area of Financial Econometrics• Defended my Ph.D. thesis in June 2005• Published several papers in academic journals • Taught several classes at the University Publications:1 publication in the Journal of Banking and Finance2 publication in the Journal of International Money and Finance,2 papers in the European Central Bank working papers series

Economist at European Central Bank• Directorate General Research, Economic and Financial Research Unit ; the original contract lasted for three months, but it was extended twice• Performed scientific research as part of my Ph.D. thesis• Also formed part of several small working groups for different projects (e.g. looking at the pension fund of ECB-employees)