Stephan Eugster Email & Phone Number

Zurich, Switzerland

Zürich Area, Switzerland

Impact investments globally through listed companies to foster environmental change, with a focus on clean technologies, energy efficiency in buildings and industry, low emission transportation and life cycle management for the Vontobel Fund - Clean Technology and Vontobel FundII - Global Impact Equities. - Main responsibilities: research, analysis and stock picking in building technology, public and individual transportation, factory automation, grind infrastructure, circular economy, and… Show more Impact investments globally through listed companies to foster environmental change, with a focus on clean technologies, energy efficiency in buildings and industry, low emission transportation and life cycle management for the Vontobel Fund - Clean Technology and Vontobel FundII - Global Impact Equities. - Main responsibilities: research, analysis and stock picking in building technology, public and individual transportation, factory automation, grind infrastructure, circular economy, and related companies that provide attractive investment opportunities and fit the investment pillars of the above mentioned funds. - Additional responsibilities: integration of environmental, social and corporate governance factors into the stock selection and evaluation process; assessment of the environmental benefits enabled or supported by such investments, including quantitative impact measurement such as "potential avoided emissions" and their contributions to the United Nations' Sustainable Development Goals. Documentation of impact assessment and visualisation of impact indicators associated to the funds' investments. Show less

Independent project facilitation in Colombia on international trade and direct investments; primarily energy, natural resources and forestry projects with a focus on sustainability.- Main responsibility: selection and evaluation of projects: preparation of business plans including cash flow projections, as well as tax efficient structuring and financing suggestions and presentation to potential investors.- Additional responsibilities: contract drafting, description of fee and… Show more Independent project facilitation in Colombia on international trade and direct investments; primarily energy, natural resources and forestry projects with a focus on sustainability.- Main responsibility: selection and evaluation of projects: preparation of business plans including cash flow projections, as well as tax efficient structuring and financing suggestions and presentation to potential investors.- Additional responsibilities: contract drafting, description of fee and compensation schemes.Since summer 2014 focus on accounting and reporting. Show less

Import and distribution of branded Swiss fashion jewellery within Japan, primarily to wholesale and specialized shops, but also to retail customers via on-line shop and direct sales.- Main responsibility: design of marketing strategy and brand development, selection of goods and pricing according to local market situation and customer preferences.- Additional responsibilities: cash flow projections, accounting and FX hedging.The company is since summer 2015 dormant.

• 2004/2009 Swiss Re Asset Management; (Director) Zurich and TokyoGlobal Equities Team for Swiss Re proprietary asset management: global sector approach with long/short positions and index hedging strategies, absolute return requirement.- Main responsibility: research, analysis and stock picking for global sectors Energy and Materials including exposure allocation to sub-sectors (oil & gas and related companies, metals & mining, chemicals, pulp & paper). - Additional… Show more • 2004/2009 Swiss Re Asset Management; (Director) Zurich and TokyoGlobal Equities Team for Swiss Re proprietary asset management: global sector approach with long/short positions and index hedging strategies, absolute return requirement.- Main responsibility: research, analysis and stock picking for global sectors Energy and Materials including exposure allocation to sub-sectors (oil & gas and related companies, metals & mining, chemicals, pulp & paper). - Additional responsibilities: introduction of non-financial or sustainability factors into stock evaluation and selection, e.g. environmental, social and corporate governance issues; regular broker review and rating process for commission allocation.• 2001/2003 Swiss Re Asset Management Asia Ltd.; (Vice President) Hong KongEquity and fixed income investment for Swiss Re proprietary asset management.- Main responsibility: Portfolio Manager North East Asia: equities Korea and Taiwan with relative return requirement against MSCI; HKD/USD fixed income against EFFAS; asset allocation within North East Asia.- Additional responsibilities: Deputy Head of the investment centre; supervision of assistant managing Hong Kong and Chinese equities; investment proposal to CFOs of regional legal entities, asset allocation input for Swiss Re Group Tactical Asset Allocation.• 1997/2001 Swiss Re Investors; (Member of Management) ZurichTactical Asset Allocation (global asset allocation for Swiss Re Group): - Main responsibility: focus on Asian and Latin American macro environment and its equity and fixed income markets; incl. 1 year deputy of Head of Tactical Asset Allocation - Additional responsibilities: proposal and execution of derivative overlay strategies for down-side protection of Swiss Re’s equity exposure, mainly collar strategies on equity indices. Show less

Development of economic performance reporting for insurance products and financial assets including real estate; preparation of annual report.

Settlements of shares, bonds and derivatives transactions, reconciliation.

Certified Effas Financial Analyst, Cefa, Swiss Certified Financial Analyst And Asset Manager

Bachelor Of Business Administration, University Of Applied Science, St. Gallen, Switzerland

(former HWV St. Gallen, Superior School for Business Economy and Administration)