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Podcast – Focus Stratégie Bitcoin – C.Roehri

Podcasts, VideosBy tobam11 November 2021

Podcast hosted by Patrimoine 24 with Mario Bossetti : Christophe Roehri describes newly launched strategy TOBAM Bitcoin Linked and Blockchain Equity

Podcast – Yves Choueifaty on Understanding the Value of Bitcoin

Frontpage, Podcasts, VideosBy Zoe Charny4 November 2021Leave a comment

In this episode of Mackenzie podcasts series, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also explores the characteristics of a Bitcoin, and dispels some common myths.

Video – Anti-Benchmark Multi Asset strategy – C. Roehri

VideosBy tobam8 June 2021

Tobam’s video on multi-asset strategy – June 2021.
Christophe Roehri presents tobam’s patented investment philosophy (called Maximum Diversification) and the main characteristics of tobam’s Anti-Benchmark Multi Asset fund.

Podcast – Tobam presentation with C.Roehri

Podcasts, VideosBy tobam20 March 2021

“Patrimoine 24” podcast hosted by Mario Bossetti – March 2021.
Christophe Roehri’s discusses tobam’s investment philosophy and strategies, including tobam’s multi asset offering.

Video – Diversification as a strategy – Y.Choueifaty

VideosBy tobam16 March 2021

Yves Choueifaty in Grégoire Favet’s “Smart Bourse” TV broadcast (B SMART) – March 16th 2021.
Yves Choueifaty discusses tobam’s core investment philosophy which is to maximize diversification to capture the full risk premium of an asset class.

Video – How retail investors have changed the market – T. Puhan

VideosBy tobam27 January 2021

Interview on Bloomberg TV – January 2021.
Tobam’s deputy CIO Tatjana Puhan discusses how the evolution of retail investors’ behaviour has changed the market environment.

Video – Anti-Benchmark Multi Asset elected Best Flexible Fund of 2020

Awards, VideosBy tobam17 September 2020

“Globes de la Gestion” ceremony in Paris – September 16th 2020.
Yves Choueifaty, who received the Golden Globe for best Flexible Fund in 2020, discusses the benefits of diversification.

Video – Risk Concentration in US, EM equities is “very frightening” – T. Puhan

VideosBy tobam15 September 2020

Interview on Bloomberg TV – September 2020.
Tobam’s Deputy CIO Tatjana Puhan discusses the extreme stocks concentration following market recovery in H2 2020.

Podcast – Yves Choueifaty on Mackenzie Investments Podcast Series

Podcasts, VideosBy Zoe Charny3 June 2020Leave a comment

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.

Video – Back to Markowitz (Part 2)

VideosBy tobam28 February 2020

When Yves Choueifaty meets with Harry Markowitz (part 2) – June 2019 .
Yves Choueifaty discusses TOBAM’s approach, diversification and other topics with Harry Markowitz, the father of Modern Portfolio Theory.

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ESG integration

TOBAM’s Research team has built a proprietary methodology to construct the ESG FOOTPRINT of each individual stock holding in our portfolios, hence the ESG footprint of our portfolios.

Using officially published data from Bloomberg in order to monitor the E, S and G criteria for all listed companies of our investment universe:

    • E: existence of climate change / biodiversity / energy efficiency policies ;  green building, water and waste usage…
    • S: Ethics/Equal opportunity/training/ consumer data protection/whistleblowing policies, CSR committee in place, supply chain management ….
    • G : Number of board meetings per year, % independent directors, chairman tenure, % non-executive directors in board …

TOBAM’s is now integrating ESG and has implemented this hard constraint to all our equity portfolio, in order to optimize portfolios so that they, at minima, match the ESG footprint of their respective benchmark.

As usual, TOBAM’s integration efforts is built in parallel to significant research efforts to ensure that these new additions did not significantly impact the characteristics of our portfolio in terms of risk/return profile, as well as diversification structure.

TOBAM is currently working on integrating the ESG footprint to fixed income portfolios.

Downloads :

SUSTAINABILITY REPORT SRI POLICY ADVERSE SUSTAINABILITY IMPACTS STATEMENT

Exclusion policy

TOBAM offers a quantitative management approach which integrates socially responsible investment criteria via an exclusion list.

Applied to equity and fixed income strategies, respectively since 2007 and 2015, we are looking at Maximum Diversification® indices since 2011, this negative screening is based on the exclusion list published by the Norges Bank, a renowned investment institution and founding member of the PRI , as some other leading institutions.

This exclusion list involves controversial products ( Tobacco, Coal, Weapons ) and other controversial behaviors ( Human rights, Environment and International Laws, severe damages or breaches ).

We are committed to third parties, the industry and the investment companies as another crucial step towards the promotion and development of responsible investment.

Fossil-free focus on two strategies

TOBAM also applies a 100% fossil-fuel free approach to two of its strategies: Anti-Benchmark® Emerging Markets Equity and Anti-Benchmark® Global High Yield.

Companies with significant involvement in the production, sales or extraction of fossil fuels (including coal, coal power generation, oil and gas) are excluded from the investment universes of both strategies.

Downloads :

EXCLUSION POLICY

Just type and press 'enter'

Select your country of residence

Your jurisdiction may not give you full access to the list of funds distributed by TOBAM, for more information please contact [email protected]



US PATENT

CANADIAN PATENT

AUSTRALIAN PATENT

JAPANESE PATENT

the client service & business development team

The Client Service & Business Development team coordinates Client Service and Business Development from Paris and New York offices, and has been continuously expanding together with TOBAM’s AUM growth. The team evolves in a multicultural environment and currently includes members from Europe, America, and Asia.

The Client Service & Business Development team in Paris sits together with the Portfolio Management and Research Team which facilitates the cooperation and constant flow of information between the different teams.

Job Description

  • Involvement in the client service activity which includes:
  • Coordinate with IT to set-up customized client reports.
  • Ensure that client receive timely, quality, detailed information in line with their requirements and in a consistent manner.
  • Manage product-specific deliverables for external distribution channels.
  • Contribute on various ad-hoc projects to improve the Client Service and Business Development team operations.
  • Participate in Business Development process, including but not limited to, RFP content management, production of sales presentations, portfolio analysis, etc.
  • Other general marketing/sales support as needed.

The Candidate prerequisite

  •  Top-notch business or engineering school.
  • English fluency and strong writing skills are required.
  • Strong computer skills: advanced in Excel,
  • Strong analytical skills, team spirit, proactive, attention to detail, keen to learn and learn fast.

Please send over your ENGLISH CV.

Contact

[email protected] 

Tobam’s Research team comprises highly skilled mathematicians, engineers, economists & traders.

Job Description

The candidate will:

  • Share her/his time between academic research and internal quant research projects.
  • Demonstrate mental agility in a fast-paced, demanding environment.
  • Have the capacity to operate independently and flexibly.
  • Report to the Head of Research and the Deputy CIO.
  • Work out of our Paris office (with home office options)

The Candidate prerequisite

  • PhD in Physics, Biology, Math, Finance, Economy, …
  • Proficiency in Python or Matlab.
  • Excellent English writing skills.
  • Good general communication skills and team spirit.
  • Strong interest in financial markets

Definite plus: Strong Academic track record.

6-month Internship (from mid-June)

Pre-employment internship and possibility of Alternance

TOBAM, a quantitative asset management firm with assets approx. $10 billion and 51 professionals (as of December 2021), is currently recruiting an intern to join its Paris-based Client Service & Business Development team. The company offers innovative investment capabilities and provides institutional clients with diversified core equity exposure, both globally and in domestic markets. The firm has been experiencing a significant expansion, one of the largest in the industry, and is looking for a candidate who can contribute to its strong growth.

The Client Service & Business Development Team

The Client Service & Business Development team coordinates Client Service and Business Development from Paris and New York offices and has been continuously expanding together with TOBAM’s AUM. The team evolves in a multicultural environment and currently includes members from Europe, America, and Asia.
The Client Service & Business Development team in Paris sits together with the Portfolio Management and Research Team which facilitates the cooperation and constant flow of information between the different teams.

Job Description

  • Involvement in the client service activity which includes:
    • Coordinate with IT to set-up customized client reports.
    • Ensure that client receive timely, quality, detailed information in line with their requirements and in a consistent manner.
  • Manage product-specific deliverables for external distribution channels.
  • Contribute on various ad-hoc projects to improve the Client Service and Business Development team operations.
  • Participate in Business Development process, including but not limited to, RFP content management, production of sales presentations, portfolio analysis, etc.
  • Other general marketing/sales support as needed.

The Candidate

Top-notch business or engineering school.
English fluency and strong writing skills are required.
Strong computer skills : advanced in Excel,
Strong analytical skills, team spirit, proactive, attention to detail, keen to learn and learn fast.

Please send over your ENGLISH CV.

Contact

[email protected] 

justin bécret, rising surf star

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  • Instagram

Born in Bayonne (South West of France) in 2001, Justin grew up with his feet in the sands. 

Supported by his parents who 15 years ago, established the Natural Surf Lodge, between lake, forest and ocean. This environmentally responsible living environment, provides Justin with a beneficial and suitable structure for his training. 

A native from the European capital of board sports, Justin has a great desire to travel the world (Australia, Tahiti, Hawaï, Denmark..) which he will be able to do upon being successful in joining the professional circuit, the CT. 

 

In 2022, Justin has been selected to join the highly prestigious Rip Curl Pro Portugal event and is looking to participate to the Olympic games in Paris in 2024.

 

TOBAM is proud to support this young athlete, who remains humble and accessible. Go for it Justin! 

 

 

If you want to learn more about Justin, please read “Life of a Surfer“

Carbon footprint reduction

Since the adoption of Norges Bank’s exclusion list in 2007, tobam has implemented a number of initiatives to further supplement its sustainable investment approach. tobam’s research department dedicates a significant amount of its time and resources to study the ways in which sustainable investment and ESG topics can be integrated into portfolios without disrupting tobam’s Maximum Diversification® philosophy.

tobam’s research team carried out extensive research on the reduction of the carbon footprint of our portfolios via the implementation of a carbon footprint constraint compared to the market cap weighted benchmark of the investment universe.

Based on our findings, we demonstrated that a systematic reduction of 20% of all of tobam’s portfolios carbon footprint versus their respective benchmark has no significant impact on the portfolio’s risk/return profile, nor on its diversification benefits.

This relative carbon footprint reduction constraint was implemented in the portfolio optimization process, for all Anti-Benchmark® equity portfolios since June 2018, to all Maximum Diversification® Indices since September 2018 and to fixed income portfolios since June 2019.