Michal Bartek, CFA

Senior Lead - Listed Equity @ Principles for Responsible Investment

About

Investment professional with extensive knowledge and experience as a practitioner and educator in investment analysis and asset management. Gained experience through engagement in developed and emerging markets across several business cycles. A track record of innovative and well informed investments in developed and emerging markets based on a thorough, analytical methodology combined with an open-minded philosophy and a commitment to personal contact with investment professionals, academics, company management teams and asset owners. A keen follower of financial markets, global economics and politics. Strong believer in active investing based on in-depth analysis techniques, incorporating climate and sustainability considerations. Portfolio management - global equities, EAFE equities, European equities, Emerging Markets equities, Emerging Europe equities Asset allocation, portfolio construction, risk analysis and reporting Equity Analysis ESG & Sustainability, net zero portfolio target setting and alignment Quantitative methods Statistics & Econometrics

Country

United Kingdom

City

Enfield

Industry

Research

Skill

Equities, Portfolio Management, Fixed Income, Investments, Investment Banking, Emerging Markets, Capital Markets, Financial Modeling, Corporate Governance, Financial Services, Valuation, Derivatives, Hedge Funds, Financial Markets, Equity Research, Asset Management, Bloomberg, Asset Managment

Experience

Senior Lead - Listed Equity

Principles for Responsible Investment

2021-8 - Present · 5 yrs 2 mos

London, England, United Kingdom

Working in the Investment Practices team, I am responsible for developing and delivering new content and programmes to help PRI signatories fulfil their commitments to the 6 Principles.

Curriculum Director

CFA Institute

2016-2 - 2021-2 · 5 yrs 1 mo

London, United Kingdom

I worked in a team that developed and managed the CFA and CIPM curricula, ensuring that the globally applicable program content reflected knowledge, processes and methods used by investment practitioners. Worked with a range of practitioners and academics to produce a modern set of learning modules and tools made available to candidates around the world.

Financial Services Tutor/Instructor

BPP

2011-8 - 2016-2 · 4 yrs 7 mos

City of London

Financial services tutor. Taught investment professionals in classroom and through virtual live online sessions. Courses included the Investment Management Certificate (IMC), Chartered Financial Analyst (CFA), and courses leading to the CISI Investment Advice Diploma and CISI Capital Markets exams.

Investment Manager

Pictet Asset Management

2008-4 - 2009-12 · 1 yr 9 mos

Co-managed Emerging Europe and Russia equity portfolios on behalf of retail and institutional clients. Applied fundamental analysis of countries, sectors and specific companies through in-depth research and discussions with senior management teams of companies.

Investment Manager

New Star Asset Management

1999-5 - 2008-2 · 8 yrs 10 mos

London, England Metropolitan Area

Co-managed European long-only equity portfolios on behalf of institutional and retail clients. Was part of a small team that managed global and EAFE equity portfolios. Liaised with investment consultants, presented global and regional investment process and investments strategy to institutional clients in North America and Europe. Conducted meetings with management teams of dozens of companies located in Europe and the Middle East. Had responsibility for number of developed Europe and emerging Europe mandates.