Paris-headquartered investment firm Tobam has strengthened its anti-benchmark fixed income offering with the launch of the Anti-Benchmark Global High Yield Credit strategy. The fund aims to apply Tobam’s anti-benchmark approach, relying on maximum diversification, to the global high yield market. Tobam argues that as defaults typically occur by waves and often within a specific sector, adopting a […]
Paris-headquartered Amundi has increased its stake in the anti-benchmark boutique Tobam to 20% from 10.6%. Amundi and Tobam entered into a strategic partnership in May 2012 that relies on Amundi’s purchase of a minority stake in Tobam as well as on a distribution agreement under which Amundi, offered its clients access to Tobam’s fund range, […]
Anti-benchmark asset manager Tobam has opened three new offices in Zürich, Toronto and Dublin, bringing the number of the firm’s offices to seven. The four other locations are Paris, New York, Hong Kong and Cape Town. The Zürich office will be managed by Beat Egger, managing director, business development for Switzerland, Germany, Austria and Liechtenstein. Some 30% […]
Toronto based Mackenzie Investments has announced the launch of a pair of mutual fund products with Paris headquartered manager Tobam. The mutual funds, Mackenzie High Diversification Canadian Equity Class Fund and Mackenzie High Diversification US Equity Fund, rely on Tobam’s methodology that protect portfolios form structural bias and unmanaged risks. Mackenzie Investments said the mutual funds invest […]
Two new funds have recently been added to the Allfunds Insight List of recommended funds by analysts Chetan Modi and Vanesa del Valle Broussard. These funds are not widely known or recognised, but the analysts consider them to be ‘hidden gems’. They are the Tobam Antibenchmark Fund US Equity (UK Equity has also been included) […]
Paris based anti-benchmark manager Tobam is pursuing development in both institutional and retail segments. Times have changed. Criticising market cap indices has become mainstream, according to Yves Choueifaty (pictured), CEO and founder of Tobam. When the firm, today managing over €8bn of assets, was launched in 2005: “It was considered a heresy. “Nowadays, investors know that indices are totally […]
France has recently become the first country to require a carbon reporting obligation from institutional investors. This requirement has been enshrined in a law setting up the energy transition in France which was passed by the French National Assembly and will be soon discussed by the Senate. The article 48 of the law states that institutional investors shall disclose in their annual […]
Paris-based asset manager Tobam has extended the access of its anti-benchmark Sicav range to retail investors in six new European countries, including Italy, Spain, Switzerland, Finland, Netherlands and Belgium. Seven strategies will be available. Those funds were already available for retail clients in France, the UK, Germany and Austria. The firm is also targeting institutional investors in those countries as well […]
Paris-based anti-benchmark asset manager Tobam has announced having boarded $2.1bn (€1.87bn) in net new inflows since December 2014. Tobam, which has also offices in New York, managed over $8.7 bn (€7.75bn) as at 26 February 2015. Since the start of 2014, its assets under management have increased by 56% as the firm recorded total net inflows […]
Tobam, the anti-benchmark product provider has announced a further $150m mandate from a North American institutional investor, taking its total AUM above $6bn.
Paris-based quantitative asset manager TOBAM has announced the appointment of Rudyard Ekindi as head of Marketing.
Alan Brown, member of the 300 Club and senior adviser at Schroders, says the investment industry needs a new model for best practice that does better than rely on factors such as fund characteristics, regulatory environment and risk preferences.