Podcast – Focus Stratégie Bitcoin – C.Roehri
Podcast hosted by Patrimoine 24 with Mario Bossetti : Christophe Roehri describes newly launched strategy TOBAM Bitcoin Linked and Blockchain Equity
Podcast hosted by Patrimoine 24 with Mario Bossetti : Christophe Roehri describes newly launched strategy TOBAM Bitcoin Linked and Blockchain Equity
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.
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.
“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.
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.
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.
“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.
Interview on Bloomberg TV – September 2020.
Tobam’s Deputy CIO Tatjana Puhan discusses the extreme stocks concentration following market recovery in H2 2020.
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.
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.
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:
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 |
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.
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 |
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 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
The Candidate prerequisite
Please send over your ENGLISH CV.
Contact
Job Description
The candidate will:
The Candidate prerequisite
Definite plus: Strong Academic track record.
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
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
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“
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.