Amundi buys into ‘smart beta’

France’s largest asset manager Amundi, has acquired a stake in one of the country’s smaller boutiques, in a move that should promote the development of “smart beta”, a relatively inexpensive investment approach that combines elements of passive and active asset management.

TOBAM and Amundi sign partnership

Paris, May 22nd, 2012 – Amundi and TOBAM today announced the signature of a strategic partnership. This partnership includes: –       A distribution agreement under which Amundi, with its wide-reaching international distribution capabilities, will make TOBAM’s Anti-Benchmark strategies available to its clients. –       The acquisition of a 17.5% minority equity stake by Amundi in TOBAM, acquired…

TOBAM launches an Emerging Markets Equity Fund

Paris, June 30, 2011 – TOBAM today announced that it has launched the Anti-Benchmark Emerging Markets Equity fund (UCITS III) on June 30, 2011. The Anti-Benchmark Emerging Markets Equity fund seeks to maximize diversification across the investment universe, as represented by the MSCI Emerging Markets Equity index, by applying TOBAM’s patented maximum diversification approach. By…

TOBAM awarded US and Australian patents

Paris, June 7, 2011 – TOBAM announced that the United States Patent and Trademark Office has issued US Patent No. 7,958,038 for TOBAM’s Anti-Benchmark methodology. The patent covers the methods and systems for providing an Anti-Benchmark portfolio. This patent grant is an internationally respected achievement for an asset management firm, and points to the pioneering…