![Urs Diethelm](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
Urs Diethelm formerly worked at Bank Julius Bär & Co. AG, as Fixed Income Analyst from 2013 to 2019, Oppenheim Research GmbH, as Analyst, Bank Sal.
Oppenheim jr.
& Cie.
(Switzerland) Ltd. (Broker), as Strategist & Research Analyst, SAM Sustainable Asset Management AG, as Senior Analyst in 2013, and Robeco Schweiz AG, as Senior Analyst.
Anciens postes connus de Urs Diethelm
| Sociétés | Poste | Fin |
|---|---|---|
SAM Sustainable Asset Management AG
 SAM Sustainable Asset Management AG Investment ManagersFinance SAM is an active, value-oriented manager which combines in-depth sustainability research with classical portfolio construction. They manage portfolios invested in equity and fixed-income, with a primary focus on European and North American blue-chip and large-cap equity; however, they have no market cap restrictions. The firm bases investment decisions on research provided by their affiliate, SAM Research, who conduct economic, environmental and social analysis, to identify leading sustainability-driven companies in leader and pioneer market sectors. SAM Research uses a proprietary system to assess the sustainability performance of companies. They invest following a top-down approach. They aim to identify market leading companies in terms of sustainability performance and financial performance, initially screening global markets using SAM Corporate Sustainability Analysis, a proprietary model, before assessing individual companies with a focus on industry specific sustainability issues and financial stability. Subsequently, they aim to identify industry and technology leaders within each industry and construct a model portfolio comprising approximately 100 companies which they believe to be able to turn sustainability into shareholder value. The last step is based on the use of the SAM Sustainability DCF-Model, a quantitative model designed to pick undervalued stocks from the model portfolio of sustainable companies. Risk control is part of their investment process and is based on the use of third-party computer models. The firm continuously monitors and measures the performance and risk profile of each portfolio against an index benchmark and against competitor funds. | Analyst-Equity | 21/03/2013 |
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Analyst-Fixed Income | 01/09/2019 |
Robeco Schweiz AG
 Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz’s asset management capabilities cover a range of investment products in public equities which integrate environmental, social and governance (ESG) factors into the investment process. All their investment strategies and products are designed to make a measurable environmental or societal impact. The strategy applies a systematic, long-term, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued, sustainable companies, diversified across sectors. | Analyst-Equity | - |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker)
 Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Oppenheim Research GmbH
 Oppenheim Research GmbH Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Finance |
Oppenheim Research GmbH
Oppenheim Research GmbH Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker)
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
SAM Sustainable Asset Management AG
SAM Sustainable Asset Management AG Investment ManagersFinance SAM is an active, value-oriented manager which combines in-depth sustainability research with classical portfolio construction. They manage portfolios invested in equity and fixed-income, with a primary focus on European and North American blue-chip and large-cap equity; however, they have no market cap restrictions. The firm bases investment decisions on research provided by their affiliate, SAM Research, who conduct economic, environmental and social analysis, to identify leading sustainability-driven companies in leader and pioneer market sectors. SAM Research uses a proprietary system to assess the sustainability performance of companies. They invest following a top-down approach. They aim to identify market leading companies in terms of sustainability performance and financial performance, initially screening global markets using SAM Corporate Sustainability Analysis, a proprietary model, before assessing individual companies with a focus on industry specific sustainability issues and financial stability. Subsequently, they aim to identify industry and technology leaders within each industry and construct a model portfolio comprising approximately 100 companies which they believe to be able to turn sustainability into shareholder value. The last step is based on the use of the SAM Sustainability DCF-Model, a quantitative model designed to pick undervalued stocks from the model portfolio of sustainable companies. Risk control is part of their investment process and is based on the use of third-party computer models. The firm continuously monitors and measures the performance and risk profile of each portfolio against an index benchmark and against competitor funds. | Finance |
Robeco Schweiz AG
Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz’s asset management capabilities cover a range of investment products in public equities which integrate environmental, social and governance (ESG) factors into the investment process. All their investment strategies and products are designed to make a measurable environmental or societal impact. The strategy applies a systematic, long-term, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued, sustainable companies, diversified across sectors. | Finance |
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