ESG round-up : Aussie investors call for transition plans guidance in line with ISSB by responsible investor
Please discover the new LBRTY Strategy by TOBAM in Responsible Investor
TOBAM launches LBRTY®, ‘civil and democratic rights’ funds, Portfolio Adviser
Discover TOBAM’s new LBRTY Strategy in Portfolio Adviser
TOBAM’s Summer Reading Series
Since 2009, TOBAM has chosen Democracy enhancement as its field of philanthropy. We believe Democracy enhancement is fully aligned with the mid and long term financial interest of our clients. Over the summer, we’ll explore thought-provoking research papers that resonate with our beliefs.
First recommendation: “Dictatorship, Democracy, and Development” by Mancur Olson (1993):
http://fbemoodle.emu.edu.tr/pluginfile.php/40452/mod_resource/content/1/Olson.pdf
Can High Yield be the credit markets sweet spot?
Despite the looming economic slowdown, the severity of which is yet unknown, the High Yield (HY) market presents an attractive investment opportunity. Most investors are underweight High Yield, we thus want to make an argument for the contrarian view that, beyond supportive short term technicals, the asset class deserves a new assessment. • Fundamentals are…
Taking advantage of the current yield at a fixed horizon: TOBAM launches Anti-Benchmark High Yield Maturity 2027
In this video interview with E-fundresearch, Axel Cabrol, Managing Director and Head of Fixed Income at TOBAM, discusses the current high yield market environment, TOBAM’s approach to high yield strategies and all the details of the newly launched TOBAM Anti-Benchmark High Yield Maturity 2027 fund.
Finance in 2040
Discover TOBAM’s CEO view on the future of finance and its original comments on the panorama of the finance industry in 2040
TOBAM Dashboard: Maximum Diversification vs Minimum Volatility – more of the same or truly different?
We are delighted to share with you our recent research piece: “Maximum Diversification vs Minimum Volatility”. You can download the piece below. After mounting evidence of the risks involved in investing in a concentrated, inefficient, biased, and poorly constructed market capitalization weighted index, investors are (yet again) increasingly turning towards the alternative weighting schemes also…
TOBAM Dashboard: Is the Concentration Cycle Coming to an End (updated)
We are delighted to share with you our recent research piece: “Is the Concentration Cycle Coming to an End?”. You can download the piece below. 2022 turned out totally different from what most investors had anticipated in the beginning of the year – this shows yet again that trying to predict asset prices is everything…
Bitcoin key for diversified portfolios
Christophe Roehri, deputy CEO at TOBAM, a Paris-based asset manager, discusses with WealthBriefing the advantages for investors of holding bitcoin in their portfolio.
TOBAM Dashboard: Implementing Paris Aligned Portfolios
Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of “E”nvironmental, “S”ocial, and “G”overnance dimensions into our portfolio construction process.
