Ahmed Khelifa

Definition of the target operating model (TOM) for the launch of active ETFs at a major French player. Analysis of architecture options (white label vs. in-house), selection of market operators (APs, market makers) and adaptation of processes across the entire value chain: management constraints, order lifecycle, coordination with the custodian, data flows (transparency, inventory) and digital publication. Design of adaptations related to a dual share class structure (ETF/UCITS), in conjunction with internal teams (management, IT, legal, compliance) and external service providers.

Opportunity and feasibility study for a leading European player in ESG. In-depth market analysis (assets under management, flows, competitive strategies), mapping of active ETF ranges and comparative analysis of segments. Drafting of a regulatory framework note on the creation of a listed share within a UCITS fund (dual share class): transparency, liquidity, SFDR article 9, primary market (AP/MM), AMF compliance. Presentation to senior management and the product team.

Support for an asset allocation firm in structuring its selection methodology and automating analysis workflows using AI. Development of a hybrid approach combining quantitative filters (performance, risk, ESG) and documentary analysis using LLM models (factsheets, reporting). Implementation of automated scoring tools and contribution to a digital architecture integrating data providers, CRM, and AI-enhanced internal tools.

Strategic consulting in asset allocation and development of tailor-made solutions for asset managers and financial institutions (Lyxor AM, Franklin Templeton, BNP AM).

Design and implementation of asset allocation and discretionary management offerings, combining index management (ETF) and active management, democratizing access to institutional-grade management.

Negotiation and establishment of strategic partnership agreements for the development of new asset allocation and savings solutions in the market.

Creation of a specialized newsletter on portfolio construction in English and French, reaching over 900 professional subscribers in Europe with regular contributions to specialized publications (ETF Stream, Options Finance, Citywire).