Balázs Klemm, CFA

After taking time to rest, recharge, and gain fresh perspectives, I’m excited to bring renewed energy and focus to my next professional challenge

• Responsible for setting the company's strategic direction and long-term vision. Develop and communicate the organization's goals, objectives, and strategies to the management team and employees.
• Making critical decisions regarding the company's operations, finances, investments, and resource allocation. Analyze market trends, competitive landscape, and internal performance data to guide decision-making processes.
• Representing the company to stakeholders, such as shareholders, board members, customers, partners, and the public. Build and maintain relationships with key stakeholders, ensuring alignment with the company's mission and goals.
• Overall responsibility for the company's financial performance. Establish budgets, monitor financial metrics, and make strategic financial decisions.

• Blu Analytics solves the problem of information overload for market participants by providing them with sophisticated analysis of news in real time based on NLP and Deep Learning technologies
• Empowering investors to use advanced machine learning models without being a data scientist
• End to end AI system that delivers a fully automated news based trading strategy

• Co-Founder of Switzerland's first blockchain venture capital fund listed in Luxembourg.

• Founded Almax Analytics to address one of the greatest challenges facing capital market practitioners and one that he encountered himself while running an investment fund: the inability for humans to read and process the sheer quantity of news available
• Almax Analytics used a new approach and delivers actionable insights by putting the content of news into context and running deep analysis across the entire network of affected companies.

• Developed and implemented a proprietary News-Driven trading strategy.
• Achieving triple-digit annual returns with risk-adjusted Sortino Ratio in excess of 5.

• Responsible to manage the portfolio(s) within the guidelines and tolerances set whilst taking into consideration the external market conditions and demands of clients
• Monitoring client accounts including flows, performance attribution, compliance, trading and operational oversight
• Working with strategy engineers, trading and research groups to address performance issues
• Representing AXA Rosenberg's portfolio management capabilities to clients, consultants and prospects
• Conduct in-person meetings to review performance
• Representing the firm in clients' investment committee meetings
• Reviewing and approving all communication to clients including performance and performance attribution
• Writing and/or reviewing quarterly market commentaries as well as preparing customized PowerPoint presentations for client/prospect meetings
• Acting as the primary relationship contact to develop and strengthen the client relationship
• Developing and implementing a relationship strategy for each assigned client to maintain client plans and manage at risk clients.

• Manage on-going relationship with scheme trustees, administrators, consultants and third party providers
• Co-ordinate all activities affecting the client's fund, which involves working closely with Portfolio Management, Trading Desk, Sales, Product Development Group, Technology, Systems and Management teams, as well as Legal and Compliance Services
• Prepare and attend performance meetings and reviews together with responsible Portfolio Manager
• Respond to client enquiries about all aspects of their accounts, including performance, risk management, reporting, accounting, audit requests, compliance and regulatory requirements
• Create strategic account plans, assist in the sales process (presentations, proposal development), facilitate non standard service negotiations, work closely with internal counsel to draft and monitor investment management agreements
• Promote cross selling opportunities to clients through client meetings and discussions covering account performance, new products and market developments
• Thorough assessment of the clients' needs, ensure top-tier client satisfaction as measured by Greenwich Associates and other equivalent studies.

• Calculate and provide performance measurement reports to institutional clients and investment management firms
• Responsible for analysis and communication of results to clients
• Present to portfolio managers and institutional clients explaining performance attribution methods and risk measurement numbers
• Ensure attribution methodology accurately reflects investment process in client reports through regular telephone calls and face-to-face meetings with clients
• In person meetings with institutional clients presenting analysis results
• Provide support to external system users
• Present upgrade services and products to existing clients.

Succesfully traded a news driven equity strategy