Bruno Bertocci, CFA

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Bruno Bertocci, CFA

Bruno Bertocci is Managing Director of the UBS Asset Management Sustainable Equity Investors team. Led portfolio management of team strategies for 14 years. Responsible for the development of a public securities impact measurement framework with academic and public fund partners. Represent UBS on the Institutional Advisory Group of the Sustainable Accounting Standards Board and the Task Force on Climate-related Financial Disclosure, Chair of the CFA Institute ESG Technical Committee. Co-author of a wide variety of research papers on sustainability data, stranded assets and carbon data. Extensive experience in portfolio management across a wide variety of global markets and market capitalization ranges. Forty-one years of industry experience in a wide variety of roles. More than thirty years of experience in global and international equity portfolio construction and management. Very experienced in the use of risk management tools, interpretation of risk data and the application of portfolio construction tools. Real-world experience includes oversight of 18 BN+ in team assets. Strong background in financial theory and its practical implementation. Excellent presentation skills in any setting ranging from individual client meetings to industry conferences. Good people management and mentoring skills, have been very successful at overseeing and expanding the career of direct reports. Extensive experience interfacing with institutional clients, prospects and investment management consultants. Leader in representing the firm and communicating strategy with particular focus on global sustainable strategies. Top business generator for UBS across all segments. Strong record of closing opportunities and maintaining significant client relationships in all channels. Specialties: Sustainable equities, global and international equities. Proven performance record driven by stock selection. Leader in sustainable equities. Skilled at building investment business strategy including portfolio construction.