TOBAM enhances investment expertise with senior appointment

Dr. Tatjana Puhan joins TOBAM as Managing Director, Deputy Chief Investment Officer

Working with TOBAM President and CIO Yves Choueifaty, Dr. Puhan will lead investment teams and contribute to the development of TOBAM’s established Maximum Diversification® strategies across equities, multi-asset and fixed income asset classes. She will work closely with TOBAM’s Trading and Research teams to further develop the company’s strategic and research agenda. Tatjana will also support TOBAM’s product development and engagement with clients and intermediaries.

Dr. Puhan joins TOBAM from Swiss Life Asset Managers where she was Head of Equity and Asset Allocation. In this role, she was responsible for a number of the company’s flagship strategies, most notably its investment solutions utilising systematic and proprietary quantitative approaches, as well as contributing to Swiss Life Asset Managers’ asset allocation and equity research initiatives.

Dr. Puhan, who has more than 15 years’ investment experience, also brings a strong academic and research background.

Dr. Puhan holds a Master’s degree in Finance and Business Administration from the University of Hamburg, and gained her Ph.D. in Finance from the Swiss Financial Institute at the University of Zurich, with research fellow appointments at the University of Zurich, Kellogg Business School (Northwestern University) and the University of Hamburg. She is a lecturer in finance at the University of Mannheim and an associated researcher of the Hamburg Financial Research Center.

Commenting on the appointment, Yves Choueifaty, President and CIO at TOBAM, said: “Tatjana brings substantial knowledge to this role, with her experience in leading and developing research-driven systematic and quantitative investment strategies particularly aligned with TOBAM’s core activities. We are delighted to welcome her to the TOBAM team and believe her experience will prove invaluable to TOBAM’s research, product engineering and business development efforts.

Dr. Tatjana Puhan added: “TOBAM has an excellent reputation for its delivery of innovative investment strategies, research and ability to meet the needs of some of the world’s most sophisticated institutional investors. I am excited to join such a talented team, particularly at a time when there is clear demand for the type of diversification-based solutions that TOBAM offers.