Alberto Miazzi, CFA®, MBA

This site is a space for sharing ideas, set in motion after 10 years spent abroad in the world of fund management and institutional financial consulting. Living in the UK, Japan and Italy have represented a great experience so far.

Education is always ongoing, and one never stops learning. As a Chartered Financial Analyst (a title registered and recognized globally by the CFA Institute), I have access to a vast amount of information and topics that I occasionally enjoy translating and simplifying to make it accessible to anyone who might be interested.

The content of this site is free and does not constitute any kind of financial recommendation. Anyone can freely use the information published here (if you name the source, I will be grateful…).

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EDUCATION

2023-2025, SDA BOCCONI, Milan, Italy

Executive Master of Business Administration.

2023: ODCEC, Italy

Chartered Accountant (business consulting, tax, accounting and financial analysis, M&A).

2010, CFA Charterholder (CFA Institute)

1999-2002, CA’ FOSCARI, UNIVERSITY OF VENICE, Venice, Italy

MSc in Finance (2002-2004), 110/110 with honors.

Bachelor’s degree in Economics (1999-2002).

PROFESSIONAL EXPERIENCE

2016 – 2025, SELF EMPLOYED (MANDATE WITH FIDEURAM SPA), Italy

Investment Manager, HNWI and SMEs

  • Fiduciary management for HNW clients and SMEs, running a proprietary portfolio, enhancing client satisfaction by 20% through tailored solutions.
  • Led multi-asset portfolio construction, defining asset allocation, implementation (via funds, ETFs, real estates, direct holdings) and risk management, achieving a 5% increase in total portfolio performance.
  • Provided advisory services to SMEs with yearly revenues of EUR 10-20 million, optimising ownership structure, financing, and tax strategies, resulting in a 3% improvement in financial efficiency.

[Fideuram Spa is among a key wealth management company in Italy, with assets under management totaling over 394 billion euros]

2014 – 2016, WILLIS TOWERS WATSON, Italy

Investment Consultant, institutional clients

  • Co-led office management with a team of four people, overseeing budgeting, recruiting, business development, increasing headcount by 50%.
  • Managed project implementation of investment services for institutional clients and prospects.
  • Revised Strategic Asset Allocation of large foundation, securing new DC and DB pension plan mandates, contributing to a 30% AUM growth.
  • Worked with Investment Committees and liaised with international offices to ensure communication flow.

[WTW is a multinational consultancy company focused on institutional clients]

2007 – 2014, NOMURA ASSET MANAGEMENT, Japan and UK

Senior Portfolio Manager, Quantitative Strategies, Tokyo (2011 – 2014)

  • Managed equity portfolios (quantitative strategies + RAFI), accounting for approximately 1bn AUM, delivering annualised index out-performance of 1.5% through strategic investment decisions.
  • Conducted R&D to improve the product line-up, researched and launched new strategies.
  • Provided daily management of equity funds, monitoring trading activities and cash flow management, achieving a 0.2% annual improvement in operational efficiency.

R&D and Portfolio Management, London (2007 – 2011)

  • Designed and launched Emerging Markets Small Cap Equity strategy, seeded with GBP 30 million.
  • Created equity and risk valuation models to support portfolio managers, improving team satisfaction through more accurate company assessments.
  • Refined portfolio analysis tools and conducted risk analysis, resulting in a reduction of unintended exposures and better informed strategic decisions.
  • Met clients and prospects.

[Nomura Asset Management is one of Japan’s largest asset management companies, providing asset management services for institutional investors]

2005 – 2007 WILLIS TOWERS WATSON, UK

Investment Analyst, Asset Management Research

  • Researched and rated European equity fund managers, improving the manager rating process through comprehensive analyses.
  • Conducted risk modelling of equity portfolios, by developing robust models.
  • Developed quantitative tools and sent quarterly research reports to worldwide offices, supporting strategic business decisions.

2004 UNICREDIT SPA, Milan, Italy

Intern, treasury department

  • Facilitated the bank’s liquidity management activities.
  • Wrote university dissertation.

LANGUAGES

Italian: Native language.

English: Fluent.

Spanish: Basic.

Japanese: Basic.

ADDITIONAL INFORMATION

Database and Software: VBA; R; Python; Bloomberg; Barra; Datastream; Factset; Morningstar.

Hobbies: glider pilot; motorbike; shoe designer.