Name: Mario Bernardini
Position: Head of Portfolio Management
With Kaiser Partner since: May 2013
How I most prefer to spend my leisure time: with sports (cycling, jogging, tennis), family and friends, and reading
Favorite book: Eye of the Needle by Ken Follett
Favorite dish: Italian cuisine
Early riser or night owl? Early riser.
What enthuses you the most about working for Kaiser Partner?
It’s a mixture of many facets. The world of financial markets has always interested me. I consider having an interest in developments and happenings an essential part of my job. I operate in this fascinating world and try to get the best out of it for our clients by optimally investing portfolios in line with clients’ objectives and needs. Moreover, financial markets are very dynamic and demand agility, which makes my job anything but monotonous. Alongside the various elements of my job, I also like the open-minded corporate culture at Kaiser Partner and the people who work here. I enjoy making a difference every day in my department and for the company.
What does your typical workday look like?
My everyday work is very diversified and interesting. My job consists of a mixture of portfolio implementations, strategy optimizations, portfolio and product analyses, market research, meetings of all kinds, etc.
What tip do you have for investors?
Start off by defining an appropriate long-term investment strategy and stick to it regardless of short-term market developments. That sounds trivial, but isn’t easy to do in reality. It requires a lot of specialist expertise, experience, discipline and a big investment of time.
What’s a frequently asked question by your clients?
After the long bull run on the financial markets, clients now are increasingly asking how long it will continue and whether it makes sense to build up a portfolio in the current environment. We don’t presume to be able to time the market. There are various strategies for implementing a portfolio (time-staggered implementation, buying on market corrections, immediate implementation). The implementation strategy that ultimately gets chosen depends on the client’s preference. Regardless of the implementation strategy, it is absolutely essential to carefully determine the investor profile and to thoroughly inform the client of the risks entailed. This helps the client to choose an appropriate strategy and to guard against encountering unpleasant surprises.