Natixis Investment Managers expands its global equities offering with the creation of Thematics Asset Management
Natixis Investment Managers announces the creation of Thematics Asset Management, a new investment company1 based in Paris, that joins the firm’s global lineup of investment affiliates and will provide investors with access to a wide range of high conviction and active global thematic strategies, including, Safety, Water, Artificial Intelligence & Robotics, starting in Q2, 20192.
Thematics Asset Management will be led by Karen Kharmandarian, Chairman & CIO, and Mohammed Amor, Managing Partner and Head of Development. The investment team will also include Arnaud Bisschop, Frédéric Dupraz and Nolan Hoffmeyer, who joined Natixis Investment Managers in November 2018, and Simon Gottelier who joins as a senior portfolio manager on the Water strategy.
Arnaud Bisschop is one of the founders and owners of Thematics Asset Management1. He will be the co-manager of the Thematics Water strategy. He has more than 11 years of experience and he began his career as a consultant at Ernst&Young, before joining the firm Suez, where he developed his expertise in French Water utilities. He joined Pictet Asset Management in 2007. Arnaud holds a master degree in engineering and economics from ‘Ecole Polytechnique’ and ‘Ecole Nationale du Genie Rural des Eaux et des Forets’.
Frédéric Dupraz, CFA, is one of the founders and owners of Thematics Asset Management1. He will be the manager of the Thematics Safety Strategy. He began his investment career at Pictet in 2004 and has 10 years’ experience managing long-only global thematic equities. Before, he was a consultant in the Financial Services industry with PricewaterhouseCoopers. Frédéric holds a master degree in econometrics from the University of Geneva and a bachelor degree in engineering from the HES Geneva. He is also a Chartered Financial Analyst (CFA) charterholder.
Karen Kharmandarian is one of the founders and owners of Thematics Asset Management1. He will be the Chairman & CIO of the company. Karen will also be the co-manager of the Thematics Artificial Intelligence & Robotics strategy. Karen has 25 years of industry experience, both on the sell-side and on the buy-side, of which 12 years of managing global thematic equity funds. He notably created and managed the first of its kind Robotics active fund in 2015. He holds a Bachelor’s degree in Economics and a Master’s degree in Banking and Finance from the Sorbonne University, as well as a business degree from the Institut d’Études Politiques (Paris).
Mohammed Amor is one of the founders and owners of Thematics Asset Management1. He will be the Managing Partner & Head of development of Thematics Asset Management. Mohammed has 9 years of experience. He began his career in 2010 as a Sales Representative at Derivatives Capital, a brokerage firm specialized in structured products. He joined Turgot Asset Management in 2013, as Head of retail. In 2014, he joined Pictet Asset Management, where he covered retail, banks and networks in France. Mohammed holds a Master degree from Ecole de Management de Grenoble.
Nolan Hoffmeyer, CFA, is one of the founders and owners of Thematics Asset Management1 . He will be the co-manager of the Thematics AI & Robotics and Thematics Safety strategies. He has 6 years of experience. He was previously with Pictet Asset Management (since 2012). Nolan graduated from the University of St. Gallen with a bachelor in business administration and he holds a master in financial engineering from the University of Lausanne. He is also a CFA charterholder.
Simon Gottelier is one of the founders and owners of Thematics Asset Management1. He will be the co-manager of the Thematics Water strategy. Simon has 20 years of experience. He began his career as an Investment Banker in London and also worked at Veolia Water UK before spending 12 years between London and New York at the specialist Environmental Investment Company Impax Asset Management, where he managed the Impax Water strategy, the BNP Paribas Investment Partners ‘Aqua Fund’ and a range of broader Environmental and Thematic equity products. In 2016, he joined Pictet Asset Management. Simon holds a BA in modern languages from the University of Bristol.