“Portfolio Rho-Presentativity” to be presented at the 12th Annual Financial Risks International Forum

We are very proud to announce that TOBAM will be presenting our new research paper titled “Portfolio Rho–Presentativity” at the 12th Annual Financial Risks International Forum which will take place in Paris on the 18th & 19th of March. This year’s forum will focus on “Low Interest Rate Environment: Search for Yield, Risk Management and…

Debunking some of the biggest investment myths

The investment management industry relies on foundations and pillars which strongly influence beliefs and decision making. Whilst some are robust and strongly defined, others are either flawed or not well defined, which leads to misunderstandings. The objective of this note is to discuss some of these myths or misunderstandings and their consequences.

What Makes a Beta Smart?

Yves Choueifaty, President and Founder of TOBAM, explains why concepts such as “smart beta” or “neutral portfolio” require clear definitions and how the Maximum Diversification approach answers the need for beta. What is your definition of Smart Beta? What makes a Beta Smart? TOBAM is one of the founders of what has been called by…