Lorenzo Portelli

Head of Cross Asset Strategy at Amundi Investment Institute

Speaker

Lorenzo Portelli is the Head of Cross Asset Research within Amundi Investment Institute. He is responsible for developing the modeling for Tactical and Dynamic Asset Allocation and contributing to the creation of house views and positioning. He and his team lead Amundi’s short-term and long-term Capital Market Assumptions models. He actively supports multi-asset portfolios by recommending investment strategies and providing advice on a continuous basis. He is heavily involved with the global sales teams as part of their investment advisory roles with retail distribution networks, and private, third-party and institutional clients, regularly publishing views, meeting clients and leading research for both internal and external consumption.

He is member of the Amundi Investment Institute Management Committee, and the Strategy and Business Development Committees within Amundi Institute. For the Multi-Asset Platform, he is a member of the Macro Strategy Group, responsible for determining the main scenarios. He is a member of the Multi-Asset Management Committee, and OCIO Investment and Business Committees. He is also a member of the Multi-Asset Investment Committee for Amundi’s multi-asset management affiliates. In addition, he holds the Head of Research position at Amundi Investment Solutions SGR in Milan.

He was previously a Global Quantitative Strategist at Pioneer Investment. Prior to joining Pioneer Investments in 2003, Lorenzo held the role of Risk Manager with Nextra Asset Management. He collaborated with Bocconi University, Pennsylvania State University, ‘La Sapienza’ University, Cattolica University and the National Research Council.

Lorenzo holds a degree in Economics and a Master's degree in Quantitative Finance and Insurance, both from Bocconi University, Milan. He is lecturer at the Polytechnic University of Milan and Turin University.