Dr. René Nicolodi

Head of Equities & Themes, Deputy Head of Asset Management

Image: Christian Grund

René Nicolodi heads up both the Equity and Private Equity teams, and is Deputy Head of Asset Management at Zürcher Kantonalbank. Over the past 20+ years he has held several different positions at Zürcher Kantonalbank as well as other financial institutions.

René Nicolodi is a member of the ESG Commission of the European Federation of Financial Analysts Societies (EFFAS), and holds lectures on asset management and sustainable finance at a number of universities. He earned his PhD at the University of Zurich, and has been a Chartered Alternative Investment Analyst (CAIA) since 2009. In 2022 he earned an MA in Digital Management from Hyper Island/Teesside University.

Blog posts

«Active Asset Management Creates Added Value»

Achieving long-term outperformance in a stock market increasingly driven by short-term gains – this is what our active, sustainable, and global equity strategy has impressively accomplished. René Nicolodi reveals the key ingredients of this success.

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What moves the stock markets – the key drivers

Geopolitical uncertainties, the energy shock triggered by the closure of the Strait of Hormuz, and a reorganisation of market dynamics could continue to unsettle stock markets despite the ceasefire. René Nicolodi provides his analysis.

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Swiss innovation meets capital needs: Private equity as a solution

Swiss companies are indeed global leaders in innovation. "However, there is still significant room for improvement in financing start-ups," explains René Nicolodi in the interview.

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René Nicolodi: "Active investments can score"

Sustainable investment themes are experiencing a comeback, observes the Head of Equities in Asset Management.

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Thematic investing: The many facets of climate change

Decarbonising the global economy is an enormous challenge, as the COP29 climate summit in Baku has shown. But it also presents opportunities for investors. Thematic investments offer a variety of approaches.

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‘Healthy Longevity': healthy ageing as an investment theme

The steady increase in life expectancy is creating challenges. However, it also offers numerous opportunities for companies that offer products and services in the area of ‘healthy longevity’ and for investors who want to participate in this megatrend.

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Quality for sustainable thematic returns

How focusing on high-quality equities and above-average returns on capital can lead to more resilient and rewarding investments.

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Focusing on yield opportunities with thematic expertise

If you want to invest in equities for the long term today, there is a colourful bouquet of options open to you. Investment approaches in which themes are the relevant benchmarks are also of interest. A distinction must be made between different forms.

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More efficiency and diversification with thematic funds

Thematic funds offer more than just exciting investment stories and potential returns. They can also provide greater efficiency and increase diversification.

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