![Daniel Pfund](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Daniel Pfund is a Senior Financial Analyst at IAM Independent Asset Management SA since 2007.
Prior to this, he worked as a Portfolio Manager & Financial Analyst at The Forum Finance Group SA from 2006 to 2007 and as a Fund Co-Manager at Lombard Odier Asset Management (Switzerland) SA from 2004 to 2005.
Postes actifs de Daniel Pfund
| Sociétés | Poste | Début |
|---|---|---|
IAM Independent Asset Management SA
 IAM Independent Asset Management SA Investment ManagersFinance IAM is an active, growth-oriented manager which constructs portfolios invested globally in equity, fixed-income, precious metals and real estate. They focus on Swiss, European and North American blue-chip and large-cap equity; however, they have no market-cap restrictions and no particular sector focus. As a real estate investor they primarily invest in Swiss securities and invest in global real estate markets via REITs. The firm's investment process combines top-down asset allocation and bottom-up sector and stock selection. They aim to identify companies with strong management teams, which are concerned about shareholder value, and which have leading market positions and a significant unexploited market opportunity. IAM conducts fundamental analyses to determine future cash flow. They utilize in-house research for local investments which they complement with third-party research. They employ quantitative tools, primarily as risk and exposure control measures. | Analyst-Equity | 01/10/2007 |
Anciens postes connus de Daniel Pfund
| Sociétés | Poste | Fin |
|---|---|---|
The Forum Finance Group SA
 The Forum Finance Group SA Investment ManagersFinance Forum Finance invests through a long-only investment approach which aims to generate sustainable, long-term results, where capital preservation is as important as capital growth. The firm manages assets through the use of a top-down, macro-economic analysis combined with bottom-up, specific security selection. Client portfolios are globally diversified across multiple asset classes. | Analyst-Equity | 01/09/2007 |
Lombard Odier Asset Management (Switzerland) SA
 Lombard Odier Asset Management (Switzerland) SA Investment ManagersFinance LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment. | Analyst-Equity | 01/04/2004 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
IAM Independent Asset Management SA
IAM Independent Asset Management SA Investment ManagersFinance IAM is an active, growth-oriented manager which constructs portfolios invested globally in equity, fixed-income, precious metals and real estate. They focus on Swiss, European and North American blue-chip and large-cap equity; however, they have no market-cap restrictions and no particular sector focus. As a real estate investor they primarily invest in Swiss securities and invest in global real estate markets via REITs. The firm's investment process combines top-down asset allocation and bottom-up sector and stock selection. They aim to identify companies with strong management teams, which are concerned about shareholder value, and which have leading market positions and a significant unexploited market opportunity. IAM conducts fundamental analyses to determine future cash flow. They utilize in-house research for local investments which they complement with third-party research. They employ quantitative tools, primarily as risk and exposure control measures. | Finance |
The Forum Finance Group SA
The Forum Finance Group SA Investment ManagersFinance Forum Finance invests through a long-only investment approach which aims to generate sustainable, long-term results, where capital preservation is as important as capital growth. The firm manages assets through the use of a top-down, macro-economic analysis combined with bottom-up, specific security selection. Client portfolios are globally diversified across multiple asset classes. | Finance |
Lombard Odier Asset Management (Switzerland) SA
Lombard Odier Asset Management (Switzerland) SA Investment ManagersFinance LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment. | Finance |
