Paris firm takes anti-benchmark approach to indexing
It’s a well known fact of financial life that active investment management is a waste of time and clients’ money. Investment managers as a group just can’t beat the market.
Life on planet TOBAM
Quantitative asset managers aren’t particularly noted for prioritising ESG matters, and sure enough Parisian boutique TOBAM pursues an investment methodology, dubbed ‘Maximum Diversification’ or ‘Anti-Benchmark’, that is based on the idea that it doesn’t pay to make any judgement about the future prospects of a company or stock.
TOBAM enrichit sa gamme actions
TOBAM complète sa couverture géographique des marchés d’actions en lançant Tobam Anti-Benchmark Pacific ex-Japan Equity fund (code Isin : FR0011259225), fonds investi en actions asiatiques et des pays du Pacifique.
Smart Beta: New generation of choices
The ‘smart beta’ revolution is taking investors from one ‘passive’ solution – the cap-weighted index – to many. Rachel Fixsen looks at the questions this raises
Amundi buys into ‘smart beta’
France’s largest asset manager Amundi, has acquired a stake in one of the country’s smaller boutiques, in a move that should promote the development of “smart beta”, a relatively inexpensive investment approach that combines elements of passive and active asset management.
Low or no returns send investors chasing “smart beta”
Whether it is active or passive, it could just be another fad, writes Brendan Maton
D comme diversification maximale : une solution innovatrice
A chaque débâcle financière, les caisses de retraite révisent leur portefeuille afin d’optimiser leur allocation d’actifs, de manière à mieux faire face à la prochaine crise. Afin d’éviter les catastrophes, plusieurs caisses de retraite favorisent une allocation suivant un indice de référence pour gérer le risque le plus efficacement possible.
TOBAM and FTSE launch risk-weighted index series eligible for use in ETFs and structured products
Asset Manager TOBAM and index provider FTSE have launched the FTSE TOBAM Maximum Diversification Index Series, a collection of alternatively weighted indexes based on diversification.
TOBAM’s joint venture with FTSE set to open doors for ETF distribution
TOBAM and FTSE have launched an index series based on diversification, offering a more risk-based view than the more traditional market cap weighting.
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.
