Profil
Ms. Béatrice Coquelin is a Fund Manager at Auris Gestion Privée SA.
Ms. Coquelin was previously a diversified investment advisor (selection of funds and securities), she was responsible for thematic management at the French AM.
Ms. Coquelin started at Cardif on the cover of institutional portfolios before joining Worms Bank as a Manager of UCITS and dedicated funds.
She held the position of Director of Equity Management at Neptune GTI (Transatlantique Bank) before assuming responsibility for CIC International Asset Management as part of the merger of these two companies.
Ms. Coquelin also worked as Head of Equity Investments by La Française des Placements SAS, a Portfolio Manager by CM-CIC Asset Management SA, and by Financière de La Cité SAS.
She holds a Master's degree in Management Science, and DESS in Capital Markets and Commodities from Paris Dauphine University.
Anciens postes connus de Béatrice Coquelin
| Sociétés | Poste | Fin |
|---|---|---|
Financière de La Cité SAS
Financière de La Cité SAS Investment ManagersFinance Financière de la Cité is an active, fundamentals-based, long-term manager which aims to identify assets, securities and investment themes neglected despite their fundamentals. They tend to avoid indexes, especially when securities markets are driven by sheer force of inertia and have significant financial or sectoral bias. The firm takes a comprehensive approach to financial investment, incorporating the historical, social and institutional dimensions of the evolution of companies. They promote individual research, non-consensual thinking and critical analysis. | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
La Française Asset Management SAS
La Française Asset Management SAS Investment ManagersFinance LFAM specializes in securities management, fixed income management (alternative management) and diversified management (bonds, equities). They seek to offer investors a platform of absolute return, credit and quantitative management funds as well as tailor-made investment solutions implemented through dedicated funds or mandates, or structured notes designed to address asset liability modeling issues for institutional investors. | Head-Equity Investments | 01/01/2010 |
Crédit Mutuel Asset Management SA
Crédit Mutuel Asset Management SA Investment ManagersFinance CM-AM manages a range of portfolios invested across asset classes, strategies, regions and sectors. They have expertise in active and passive management, quantitative investing, absolute performance strategies, capital guarantee products, SRI and ethical investments and multimanager products. The firm uses proprietary research and specializes in multi-dimensional asset allocation which they implement with large-, mid-, small- and micro-cap strategies. Their investment process follows a top-down approach. CM-AM’s research focuses on identifying and analyzing macro-economic themes and their potential impact on international, national and regional economies. | Gestionnaire de Portefeuille-Actions | 11/10/2005 |
Auris Gestion SA
Auris Gestion SA Investment ManagersFinance Auris Gestion is an active, long-term, benchmark agnostic manager which emphasizes preservation of capital and aims to integrate capability of asset classes and nontraditional niche products to optimize the risk/return of each portfolio. The firm performs rigorous risk control and defines the economic objectives and expectations of each client, employing a range of strategies including mutual funds and securities selection, alternative investments, sales of structured products, derivatives for hedging risk and investment in specific securities or sectors. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Crédit Mutuel Asset Management SA
Crédit Mutuel Asset Management SA Investment ManagersFinance CM-AM manages a range of portfolios invested across asset classes, strategies, regions and sectors. They have expertise in active and passive management, quantitative investing, absolute performance strategies, capital guarantee products, SRI and ethical investments and multimanager products. The firm uses proprietary research and specializes in multi-dimensional asset allocation which they implement with large-, mid-, small- and micro-cap strategies. Their investment process follows a top-down approach. CM-AM’s research focuses on identifying and analyzing macro-economic themes and their potential impact on international, national and regional economies. | Finance |
Financière de La Cité SAS
Financière de La Cité SAS Investment ManagersFinance Financière de la Cité is an active, fundamentals-based, long-term manager which aims to identify assets, securities and investment themes neglected despite their fundamentals. They tend to avoid indexes, especially when securities markets are driven by sheer force of inertia and have significant financial or sectoral bias. The firm takes a comprehensive approach to financial investment, incorporating the historical, social and institutional dimensions of the evolution of companies. They promote individual research, non-consensual thinking and critical analysis. | Finance |
Auris Gestion SA
Auris Gestion SA Investment ManagersFinance Auris Gestion is an active, long-term, benchmark agnostic manager which emphasizes preservation of capital and aims to integrate capability of asset classes and nontraditional niche products to optimize the risk/return of each portfolio. The firm performs rigorous risk control and defines the economic objectives and expectations of each client, employing a range of strategies including mutual funds and securities selection, alternative investments, sales of structured products, derivatives for hedging risk and investment in specific securities or sectors. | Finance |
La Française Asset Management SAS
La Française Asset Management SAS Investment ManagersFinance LFAM specializes in securities management, fixed income management (alternative management) and diversified management (bonds, equities). They seek to offer investors a platform of absolute return, credit and quantitative management funds as well as tailor-made investment solutions implemented through dedicated funds or mandates, or structured notes designed to address asset liability modeling issues for institutional investors. | Finance |
















