Urs Widmer, Cipm Email & Phone Number

Zürich, Schweiz

Zürich, Schweiz

Zug, Schweiz

• Lead analyst for manager searches in the Global Equity space for quantitative and fundamental strategies with in depth due diligence and onsite reviews, resulting in manager recommendations for client portfolios.• Co-researcher for a number of searches across the asset class spectrum (US large cap equities, US investment grade credit, US small cap equities and emerging market debt).• Building up the Corestone ESG process across strategies over the years. Responsible for ESG/SRI related tasks like constructing questionnaires, client presentations. Regular ESG knowledge updates, • Quarterly monitoring of multiple asset classes like global and US equities, commodities, US high yield, money market funds and passive investments.• Maintaining peer group research through manager meetings and conferences. Writing asset class reviews for markets like Emerging Market equities, US High Yield, Swiss equities etc.

Zug

Zürich Und Umgebung, Schweiz

• Conduct manager selection for different asset classes.• Supporting searches in the High Yield and Small Cap space.• Constructing a scoring and evaluation system for manager searches.• Quantitative and qualitative analysis.• Screening and Monitoring of external asset managers.• Systematic evaluation of RFPs.• Writing of due diligence reports and documentation of selection process.

Zürich Und Umgebung, Schweiz

Zürich Und Umgebung, Schweiz

• Support of Sell-side analysts with market and company research.• Construction and maintenance of financial models.

Zürich