TOBAM’s Multi Asset Expertise once again rewarded
We are delighted to announce that TOBAM was awarded “Multi-asset Manager of the Year” at the European Pensions Awards 2021, the second recognition for the Multi Asset strategy in 2021.
We are delighted to announce that TOBAM was awarded “Multi-asset Manager of the Year” at the European Pensions Awards 2021, the second recognition for the Multi Asset strategy in 2021.
We are delighted to announce that TOBAM has been named “Multi Asset Manager of the Year” at the Asset Management Awards organised by the magazine Money Age. The Asset Management Awards are designed to recognise outstanding achievement in the UK/European institutional and retail asset management spaces. TOBAM’s Anti-Benchmark Multi Asset strategy is once again awarded after having…
We are delighted to announce that TOBAM has been named the “European Asset Management Firm of the Year (assets under €20bn) at the 16th Funds Europe Awards ceremony on the 20th of November 2020. The Funds Europe Awards, one of the most prestigious in the asset management industry, set out to recognise personal and company achievements and…
“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.
We are pleased to announce that TOBAM has been awarded “Emerging Markets Manager of the Year” at the 7th annual Pensions Age Awards on 27th of February 2020 in London at Marriott Hotel Grosvenor Square. This award adds to the strong recognition of TOBAM’s Emerging Market strategy which has also been previously awarded last May…
We are pleased to announce that TOBAM has been awarded “Emerging Markets Manager of the Year” at the 22nd UK Pensions Awards ceremony on the 23rd of May 2019 in London in The Hilton Park Lane. The UK Pensions Awards remains one of the industry’s most prestigious accolades. They shine the light on excellence and recognise the advisers, providers and investment managers that offer…
We are pleased to announce that TOBAM has been nominated in ten separate award categories in three prestigious award ceremonies, which will take place in Q2 2019. Each award is judged on a number of factors including performance, innovation, thought leadership, research capabilities and ESG initiatives. TOBAM is considered to be a strong performer with…
2015 – “European CIO of the Year” – Yves Choueifaty 2016 – “European Asset Manager of the Year*” 2017 – “European Asset Manager of the Year*” 2018 – “European Smart Beta Provider of the Year” We are pleased to announce that TOBAM has been awarded “European Smart Beta Provider of the Year” at the 14th Funds Europe Awards ceremony…
We are pleased to announce that TOBAM has been awarded “European Asset Management Firm* of the Year” at the 13th Funds Europe Awards ceremony on the 2nd of November 2017 in London. The Funds Europe Awards, one of the most prestigious in the asset management industry, sets out to recognize achievements within the European funds community…
Yves Choueifaty, TOBAM’s CEO and founder was elected last night at the “Grands Prix de la Gestion d’actifs” as the “AM Leader” of the year, the most prominent personality in the French asset management industry in 2016. The prestigious ceremony organized by l’AGEFI in Paris on December 1, 2016 gathered more than 200 persons from…
TOBAM considers stewardship as a way to consider its shareholder and creditor position on behalf of its clients to influence investee companies, investors, the asset management industry and our clients. The objective is to take responsibility for long-term value creation, including the value of common economic, social and environmental assets.
TOBAM uses several tools to achieve an efficient stewardship policy and further integration of sustainability principles and good corporate governance in the companies in which it invests.
TOBAM’s Stewardship policy’s primary objective is to identify and influence investee companies under controversies or facing long term challenges and to use our shareholder and creditor responsibility as a way to further the dialogue and to influence best practices. Management of potential reputational, legal, environmental, social risks is the priority of TOBAM’s stewardship policy.
TOBAM uses General Assembly Votes, Engagement, Contribution to Public Goods (Research) and Public Discourse (media & Conferences) to enhance its stewardship responsibility, reach better understanding of investee companies’ policies, develop risk monitoring of controversies, sustainability and climate related risks and promote best practices.
Downloads :
STEWARDSHIP POLICY | ENGAGEMENT POLICY | VOTING REPORT | ALL VOTING DECISIONS | ENGAGEMENT REPORT |
TOBAM’s Research team has built a proprietary methodology to construct the Sustainability Performance Footprint of each individual stock holding in our portfolios, hence the sustainability performance footprint of our portfolios.
Using officially published data from Bloomberg in order to monitor the sustainability criteria for all listed companies of our investment universe:
TOBAM’s is now integrating sustainability and has implemented this hard constraint to all our equity portfolio, in order to optimize portfolios so that they, at minima, match the 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 sustainability performance 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]
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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.
We are really proud to have another beneficiary of the Initiative, Aurélia Boulanger, a very talented young triathlete.
Aurelia just graduated as an engineer, specialized in urban planning and sustainable buildings.
She started her triathlete career in 2018, and became the winner of the 2019 French long distance triathlon.
TOBAM is proud to support a female athlete, in a sport that is less prone to media attention but requires an absolute dedication and commitment to trainings and competition.
Her objective this year is to qualify for the Triathlon 70.3 World Championship, due to be held on December 2022 in New Zealand. This “half-Ironman” is a long-distance triathlon race consisting of 1.9km swim (1.2 mile), 90km bike (56 miles), and 21.1km run (13.1 miles) !
Aurelia’s dedication to her sport, trainings and objectives sets a high example for all of us. We are happy to support Aurélia for her future endeavours.
Discover Aurélia’s interview from April 2022
Good Luck Aurélia!