history

2022





January. TOBAM launches the tobam maximum diversification world equity protected strategy: flagship strategy of a broader expertise of fully-fledged toolbox of optimized hedging techniques adjustable to different client risk budgets and regulatory requirements.

2021





October.  TOBAM launches the first french fund approved by the AMF eligible for life insurance investing in bitcoin and blockchain. TOBAM's multi-asset expertise once again recognized multi asset manager of the year by European Pensions Awards 2021

June. 100% of tobam's Anti-Benchmark strategies meet SFDR article 8 classification criteria

May. TOBAM awarded "multi asset manager of the year" at the asset management awards 2021 by Money Age

February. TOBAM adds two art-works to its art collection "Martin Luther King" and "Rosa Parks"

2020

November. TOBAM awarded highest rating A+ by PRI for third year in a row

October. Anti-Benchmark Emerging markets Equity and Anti-Benchmark Global High Yield strategies become fossil-free

June. TOBAM strengthens team with senior appointments

January. TOBAM enhances investment expertise with a senior appointment

2019

September. TOBAM Awarded LuxFLAG ESG Label for its Full Range of Anti-Benchmark® Funds for the first time

July. TOBAM extends its systematic carbon footprint reduction to fixed income portfolios

June. TOBAM approved as benchmark administrator

2018

September. TOBAM announces the adoption of a carbon footprint reduction policy across all Anti-Benchmark® equity strategies and Maximum Diversification® indices.

A systematic carbon footprint reduction of at least 20% versus the reference benchmark’s carbon footprint is now applied across tobam’s equity portfolios and mandates.

This move further integrates ESG into our investment process while preserving the integrity of our unique investment approach.

March. ChinaAMC partners with tobam to deliver China Anti-Benchmark® A-shares investment capability.
ChinaAMC will leverage their expertise and privileged access to the Chinese A-Shares equity markets and complement this with TOBAM’s research capabilities and unique Anti-Benchmark® approach.

2017

November. TOBAM launches the tobam Bitcoin Fund, an unregulated Alternative Investment Fund, set up in France. The fund, the first of its kind in Europe, allows qualified and institutional investors wanting to gain an exposure to the cryptocurrency to benefit from tobam’s world class research and IT systems.

March. TOBAM bolsters its Anti-Benchmark Fixed Income offering with a High Yield Strategy: Anti-Benchmark Global High Yield.

2016

June. TOBAM partners with Canadian Mackenzie Investment Partners to launch ETF’s based on the Maximum Diversification Index Series.

2015

June. After partnering with Amnesty International 4 years ago, tobam onboards Human Rights Watch in its effort to support Human Rights in the world.

January. Launch of the Anti-Benchmark Korea Strategy
First mandate with a sovereign wealth fund in the Middle east.

2014

December. First Mandate with an Asian sovereign wealth fund.

November. TOBAM moves to a new office on 49-53, avenue des Champs Elysées 75008 Paris.

May. TOBAM launches the Anti-Benchmark US Credit strategy as the first implementation of the Anti-Benchmark approach on the fixed-income universe.

2013

November. TOBAM opens an office in New York

2012

May. Amundi becomes a minority shareholder & a distribution partner

2011

June. US and Australian Patents granted

April.  CalPERS becomes a minority shareholder

 

2010

February. TOBAM signs the UN Principles for Responsible Investment (PRI) and the UN Global Compact

2009

May. TOBAM's AUM reach US$ 1 billion for the first time

2008

November. TOBAM becomes independent

October. Publication in the Journal of Portfolio Management of “Toward Maximum Diversification” by Yves Choueifaty et al, the academic paper supporting the Maximum Diversification® approach and the Anti-Benchmark® strategy

2007

January. Completion of the global suite of long-only regional equity products

2006

June. First patent filed on the Anti-Benchmark® strategy and Maximum Diversification® approach.

tobam receives the approval from the AMF (Autorité des Marchés Financiers)

January. TOBAM becomes part of Lehman Brothers as the Lehman Brothers Quantitative Asset Management Europe team

2005

Yves Choueifaty launches TOBAM as an independant venture

TOBAM is a registered trademark