Sarah Beraud

FUND MANAGER: EUROPEAN EQUITY - BIG CAPS. (May 99- present)
Manager of "Fonds Patrimoniaux": EUR 500 M under management. (January 03 – present)
 Co-Managing four distinct benchmarked funds 'profiled funds'. In charge of the funds’ allocation and investment decisions. Allocation varies from aggressive to cautious according to four main client profiles.
 Main responsibility: Stock-picking in European Equity markets. Bottom-up approach. Equity coverage represents EUR 300 M invested in 55 European stocks. Daily market interaction. Trading ideas and decision-making.
 Participating in asset allocation committees and investment committees. Bonds and money market instruments used. International coverage (US, Japan and Emerging Markets) consists of investments in a selection of funds and trackers.


Buy-Side Analyst: European banking industry. (May 99 – present)
Coverage of the banking sector
 Analysing and following-up the banking sector. Animating the morning meeting. Investment recommendations. Attending analyst meetings, company presentations, conferences.
Coverage of the macro-economic indicators for the Group.
 Following -up and reporting main macro-economic indicators in US/Europe for the Group's different committees. Writing analysis and comments to the management.

 Excellent knowledge of the European Banking sector. Developed a deep understanding of macro-economic indicators. Improved my communication and interpersonal skills (presentations, morning-meetings, conferences, CEOs, analysts).