Elisabeth Bourqui

Board Member, Bank Vontobel, Switzerland

 

Experience & Background: She is a leader in the field of investments having received numerous awards including “Chief Investment Officer of the Year 2017” DACH-award from Institutional Investor Europe, “Best Pension Fund Switzerland 2017” award by IPE, “Pension Achievement Award of the Year - Bringing the Industry Forward” by IPE and “Chief Investment Officer of the Year - 2016 Europe” and “Chief Investment Officer of the Year - 2017 Americas” from the American peer-to-peer organization ai-cio.

Most recently, Dr. Bourqui was Chief Operating Investment Officer (COIO) at CalPERS, the California Public Employees Retirement System, the largest US public pension plan with $USD 360 billion in assets under management and 1.9 million members in California. As COIO, Dr. Bourqui led the business and operations functions of the Investment Office. She provided leadership in the implementation of business and investment strategies, particularly for private equity, digitalization and asset allocation.

Prior to CalPERS, Dr. Bourqui served as head of Pension Assets and Liabilities at ABB Group, an international Fortune 500 company specializing in pioneering technology. ABB Pension Management operates over more than 50 countries and manages more than $ USD 18 Billion in assets.

Dr. Bourqui was previously a Principal at Mercer’s Investment Consulting in Canada, leading a team specialized in consulting large public funds and sovereign wealth funds. Before that, she worked for over twelve years in Investment Banking for Societe Generale in New York and Canada, heading the derivatives solutions business for Canadian institutional clients and at Credit Suisse Group in risk management.

Dr. Bourqui holds bachelor’s and master’s degrees in mathematics, as well as a Ph.D. in mathematics and financial mathematics, from the Swiss Federal Institute of Technology, ETHZ, Zurich, Switzerland. She is a member of the Swiss Society of Actuaries.

Dr. Bourqui serves as an independent non-executive Director on the Supervisory Board of the Bank Vontobel, Switzerland since 2014. She served as independent non-executive Director on the Supervisory Board of Swiss Prime Site AG, a listed real estate company in Switzerland.

Expertise & Interests: Boards, Stewardship, Long-term Investing, UN Sustainable Goals Investing, Asset Owners Perspectives.

Contributions to IMD: Dr. Bourqui develops perspectives around paradigm shifts in financial markets, asset management and the wealth management industry. She is a contributor to the High Performance Boards program and to the IMD Global Board Center.