David de Souza Peixoto, CFA
Investment Director at Fonds de Réserve pour les Retraites - FRR- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Full professional proficiency
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Espagnol Limited working proficiency
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Portugais Professional working proficiency
Topline Score
Bio
Credentials
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Certification AMF
Autorité des marchés financiers (AMF) – FranceJan, 2012- Nov, 2024
Experience
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Fonds de Réserve pour les Retraites - FRR
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France
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Investment Management
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1 - 100 Employee
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Investment Director
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Sep 2017 - Present
- In charge of a portfolio of several billions in equity and fixed income : Emerging Markets Equity, Smart Beta, ESG, HY EUR and US, and Tech strategies- Asset Managers selection through RFP and mutual funds- In charge of the Transition Management mandates- Meetings with prospective and actual asset managers- Periodic presentations to our supervisory authorities
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Portfolio analyst
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Mar 2012 - Aug 2017
- Monitoring and management of the cash balance and short-term investments of the FRR (around 2.5bn€ as of 31/12/16) : qualitative and quantitative analysis of mutual funds, trading of NEU CPs- In charge of the Transition Management mandates (3 mandates as of 31/12/16) : selection of the TM, operational intermediary, pre and post transition analysis- Implication in the Best execution RFP : analysis of several candidates through their financial data, dedicated team, operational capabilities, management fees- Meetings with prospective and actual asset managers- Periodic presentations to our supervisory authorities- Production of various portfolio analysis and reporting (annual performance committee, annual report, arbitrage results, PRI questionnaire, estimated budget)- Implementation and release of SRI reports- Development and administration of IT tools (Excel VBA, Factset, Bloomberg, MorningStar, SAP Business Intelligence)- Tutor of 5 trainees in the last 3 years Show less
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Societe Generale
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France
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Banking
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700 & Above Employee
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FX Structurer Assistant
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Jun 2010 - May 2011
- Modelling, creation of coding sheets with VBA, backtesting and pricing of financial products - Interaction with the legal team to write and confirm term sheets - Marketing communication of new investment or hedging products - Booking of current operations - Coordination with the secondary team to value the products - Modelling, creation of coding sheets with VBA, backtesting and pricing of financial products - Interaction with the legal team to write and confirm term sheets - Marketing communication of new investment or hedging products - Booking of current operations - Coordination with the secondary team to value the products
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Education
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CFA Institute
all three levels on the first attempt -
2008 - 2011
INSEEC
M2, Financial Markets -
2006 - 2008
Lycée Descartes, Antony
Preparatory class for business school
Community
