Alternative indices continue to rise
HELEN FOWLER finds that a flurry of activity in alternative indices over the past year shows these stratégies are becoming much more mainstream.
Stratégies target emerging markets volatility
Some money managers are rolling out stratégies designed to reduce volatility and provide downside protection in emerging markets as a way to appease skittish investors still wanting to capture superior growth.
TOBAM launches an Emerging Markets Equity Fund
Paris, June 30, 2011 – TOBAM today announced that it has launched the Anti-Benchmark Emerging Markets Equity fund (UCITS III) on June 30, 2011. The Anti-Benchmark Emerging Markets Equity fund seeks to maximize diversification across the investment universe, as represented by the MSCI Emerging Markets Equity index, by applying TOBAM’s patented maximum diversification approach. By…
TOBAM awarded US and Australian patents
Paris, June 7, 2011 – TOBAM announced that the United States Patent and Trademark Office has issued US Patent No. 7,958,038 for TOBAM’s Anti-Benchmark methodology. The patent covers the methods and systems for providing an Anti-Benchmark portfolio. This patent grant is an internationally respected achievement for an asset management firm, and points to the pioneering…
Alcatel-Lucent Dutch pension fund invests with TOBAM
Amsterdam, May 10, 2011 – TOBAM announced today that Stichting Alcatel-Lucent Pensioenfonds has selected TOBAM’s Anti-Benchmark World Equity Fund for a first 25 million euro investment. “We went for the Anti-Benchmark approach to achieve a better diversification in the world equity portfolio. We also very much appreciated the quality of the thorough dialogue we…
Le gérant français TOBAM pousse ses pions outre-Atlantique
TOBAM étend son terrain de jeu vers les Etats-Unis. La société de gestion française, anciennement Lehman Brothers Asset Management France, vient de décrocher un mandat de gestion d’un montant de 150 millions de dollars.
Calpers extends fund-manager investment programme with French buy
Calpers, the biggest pension fund in the US, has taken a 17.5% stake in TOBAM, a French boutique that spun out of Lehman Brothers’ European asset management operation two-and-a-half years ago, as part of its ongoing programme of investing in small fund managers it believes are set for growth.
CalPERS deal is first toehold in US, says France’s TOBAM
Yves Choueifaty, president of Paris-based asset manager TOBAM, has told IPE that an investment in his business by the California Public Employees’ Retirement System (CalPERS) in a joint venture with Strategic Investment Group, as well as a large global equities mandate from the plan, will be the “seal of approval and quality” with which to launch its development among US institutional investors.
TOBAM selected for CalPERS Manager Development Program II (MDPII)
Arlington, Paris, Sacramento, April 28, 2011 – The California Public Employees’ Retirement System (CalPERS) and Strategic Investment Group (Strategic) announced today that they have selected TOBAM to participate in the Manager Development Program II (MDP II). Under the MDP II, TOBAM now manages a $150 million global equity mandate for CalPERS. In addition, a joint…
TOBAM élargit à l’univers des actions mondiales sont concept d'”anti-benchmark”
La société de gestion a lancé, au mois de décembre dernier, un nouveau fonds systématique avec le MSCI World comme univers d’investissement. Le processus utilisé est le même que celui déjà développé dans ses autres produits.
