Thu, Nov 12, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Former Morgan Stanley team sets up company under umbrella of Dutch global macro fund Worldview, to focus on strategic asset allocation for institutional clients

Monday, July 06, 2009

The Global Portfolio Solutions team has left Morgan Stanley Investment Management and set up a new company linked to Worldview, a global macro fund based in the Netherlands. They will focus on Strategic Asset Allocation and Portfolio Solutions for institutional clients.

The team consists of Epco van der Lende (formerly MD at MSIM), Petr Kocourek (Executive Director) and Jan Baars (Executive Director), who spent 13, 12 and 10 years respectively at MSIM. The team has developed world-leading quantitative models in the fields of Asset Liability Management, Strategic Asset Allocation, Portfolio Management and Risk Budgeting.

The former Morgan Stanley team has been at the forefront of providing strategic advice to institutional clients around the world. They have also pioneered the field of diversified alternatives strategies, which have found great resonance in the UK institutional market. In addition, they have developed and managed liability-driven asset allocation glide paths for target date funds in the US. In addition, the team has advised many large institutional investors on almost every continent on their long-term asset allocation and portfolio construction.

In a new company under the Worldview umbrella, the team will be continuing with the provision of the same strategic services and solutions. Based in the Netherlands, the new team at Worldview will be active globally. The target client base will be institutional investors, ranging from pension funds ......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m