ÖKOWORLD Asset Management

Asset management by ÖKOWORLD means responsible future management. Since 1. November 2009, ÖKOWORLD LUX S.A. has systematically taken over portfolio management for the ÖKOWORLD-funds. After 13 years of successfully establishing ecological ethical investments and developing comprehensive sustainability research, ÖKOWORLD took the next logical step forward. Previously, ÖKOWORLD outsourced the management of its funds to renowned investment experts.

Alexander Mozer is the Chief Investment Officer since 2011, in charge of fund management and analysis team.

Learn more about the ÖKOWORLD fund managers and financial analysts below. 

Alexander Mozer, CEFA, Chief Investment Officer

The business graduate and certified EFFAS financial analyst (DVFA) has an incredible wealth of experience. Alexander Mozer started his career in 1998 as an equities analyst with DGZ Deka Bank. He then worked for Deka Investment in various roles for the next 8 years or so, managing equity funds for institutional investors, analysing European small and mid caps and working as co-manager of mutual funds.

As of 2005, he headed up the Small/MidCaps and Convergence unit team. He was a fund manager for the multi-award-winning Deka Convergence Aktien and Deka Middle East funds, as well as managing institutional clients. His last position before coming to ÖKOWORLD LUX S.A. in January 2011 was as the Head of the Emerging Market Team at Cominvest Asset Management. Alexander Mozer has been the Head of Portfolio Management since 2011, in charge of fund management at ÖKOWORLD LUX S.A. in Luxembourg.

Alexander Funk, CIIA, CEFA, Managing Director

The business banking graduate and certified international investment analyst (DVFA) has many years' experience in portfolio management. Since the beginning of 2002, he has implemented investment strategies on his own initiative for individual portfolios and investment funds at HVB Luxembourg in Private Banking/Asset Management and at DZ Bank International.

As part of his role at DZ Bank, Alexander Funk managed the sustainable investments ÖKO-Aktienfonds, as well as drawing up binding sustainable investment management guidelines and implementing them in a profitable way. Alexander Funk has been a valued member of the ÖKOWORLD team since November 2009. He is a member of the Executive Board at ÖKOWORLD LUX S.A.

Nedim Kaplan, Senior Portfolio Manager

Nedim Kaplan brings a wealth of international asset management experience to the ÖKOWORLD LUX team, which he has gained from working at Invesco, Deka Investments and Cominvest. His work has focused primarily on asset analysis in frontier and emerging markets. Nedim Kaplan's most recent post was as a specialist in the M&A/Capital Markets division at BayernLB. In this specialist role, he concentrated in particular on the company valuations and analyses associated with transactions involving banks, financial services and property companies. As an equity analyst, Nedim Kaplan reinforces the ÖKOWORLD Asset Management team and makes portfolio management recommendations within the investment universe.

Christopher Annen, Financial Analyst

Christopher supports the portfolio management of ÖKOWORLD LUX since February 2016. As financial analyst Christopher is mainly responsible for the UK-Market and the renewable utilities in Europe and the USA.  Before Christopher came to ÖKOWORLD LUX he worked two and a half years in the fund administration for Dealis Fund Operations S.A. and got a strong expertise in the investment fund sector. Ahead he was an auditor at the “big four” audit firm PricewaterhouseCoopers (PwC). At PwC he intensified his strong knowledge of the main important financial figures through a deep insight in the financial statements from different companies and sectors. While his business administration studies focused on finance and management he was an self-employed project manager of a consulting firm named CURE S.A.. Before Christopher did a two years apprentice at a bank (Sparkasse Trier).

Johannes Lange – Financial Analyst

Johannes Lange holds a M.Sc. of economics from the University of Freiburg and joined the team in January 2017. He is responsible for the markets of Japan, South Korea, India and South Africa. Prior stages in Johannes‘ career were as a part-time research fellow for Allianz SE in Group Risk and a traineeship for Assenagon Luxembourg, where he gained insights into the fund industry. Johannes seeks to complement his claim to gain a comprehensive view of the financial markets by studying towards the Chartered Financial Analyst and Financial Risk Manager designations.

Dominik Salecki – Junior Financial Analyst

Dominik Salecki acquired a bachelor's degree in business administration and a master's degree in economics from the University of Cologne. As part of his studies, he also spent time at universities in China and in Mexico. While working as a student associate at the Albrech & Cie asset management company and the Generali insurance in Cologne, Dominik also gained practical experience in equity analysis and fund administration. Since October 2018 Dominik supports the portfolio management team of Ökoworld as a junior equity analyst, where he is responsible for the markets in China and Southeast Asia.

Victor Alfonso Foest – Junior Financial Analyst

Victor supports the portfolio management of ÖKOWORLD LUX since October 2018 as a junior equity analyst. His areas of responsibility include North- and South America as well as Australia and New Zealand. Victor Alfonso holds a master's degree in economics from the Julius-Maximilians University of Würzburg, where he wrote his thesis about the impact of blockchain in modern payment transactions. The Colombian born German citizen prior studied Finance at the ICESI Universidad in Santiago de Cali and also holds a bachelor degree in business administration from FH Aachen. Before joining Ökoworld he gained practical experience in loan syndication at IKB Bank and M&A advisory firm Mayland AG.