Profil
Mr. Jan Birkmanis is on the Board of Directors at Coeli Asset Management AB. He joined the firm in May 2021 bringing more than 20 years of experience from the investment management industry.
Prior to joining Coeli, he served as COO at Informed Portfolio Management (IPM), a USD 5Bn systematic macro hedge fund.
Preceding IPM, he was COO at Brummer Fund Services, the infrastructure arm of Brummer & Partners, one of the leading alternative investment firms in the Nordics with AUM in excess of USD 10Bn across a broad range of investment strategies.
Earlier in his career, he gained extensive experience in the traditional asset management and alternative investment industry at SunGard in New York and London, helping asset managers evaluate their infrastructure needs and implement the optimal technology solutions.
Mr. Birkmanis holds a M.Sc.
in Business Administration and a B.Sc.
in Economics with applied mathematics from Uppsala University.
Postes actifs de Jan Birkmanis
| Sociétés | Poste | Début |
|---|---|---|
Coeli Asset Management AB
Coeli Asset Management AB Investment ManagersFinance Coeli AM is an active manager which invests in equity and equity-related securities, third-party funds and alternative asset classes. They invest in Swedish equity, and marginally in Nordic countries, North America and the UK. Their equity portfolio is concentrated and diversified across sectors including telecommunications, energy and resources. The firm follows a sectorial and regional tactical asset allocation strategy and aims to construct uncorrelated portfolios. Their investment approach favors high-performing funds and autonomous asset managers, avoiding index-oriented managers. They invest in funds following a variety of strategies, including funds specialized in equity, fixed-income, alternative asset classes, regions and countries (Sweden in particular). Their multi-manager selection process uses a proprietary analytic model and is segmented into three phases. The screening of a vast universe of third-party funds yields a list of approximately a hundred funds to be researched, of which about half are analyzed in depth. | Directeur/Membre du Conseil | 01/04/2025 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Coeli Asset Management AB
Coeli Asset Management AB Investment ManagersFinance Coeli AM is an active manager which invests in equity and equity-related securities, third-party funds and alternative asset classes. They invest in Swedish equity, and marginally in Nordic countries, North America and the UK. Their equity portfolio is concentrated and diversified across sectors including telecommunications, energy and resources. The firm follows a sectorial and regional tactical asset allocation strategy and aims to construct uncorrelated portfolios. Their investment approach favors high-performing funds and autonomous asset managers, avoiding index-oriented managers. They invest in funds following a variety of strategies, including funds specialized in equity, fixed-income, alternative asset classes, regions and countries (Sweden in particular). Their multi-manager selection process uses a proprietary analytic model and is segmented into three phases. The screening of a vast universe of third-party funds yields a list of approximately a hundred funds to be researched, of which about half are analyzed in depth. | Finance |
















