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…

Alcatel-Lucent Dutch pension fund invests with TOBAM

Amsterdam, May 10, 2011 – TOBAM announced today that Stichting Alcatel-Lucent Pensioenfonds has selected TOBAM’s Anti-Benchmark World Equity Fund for a first 25 million euro investment.   “We went for the Anti-Benchmark approach to achieve a better diversification in the world equity portfolio. We also very much appreciated the quality of the thorough dialogue we…

TOBAM selected for CalPERS Manager Development Program II (MDPII)

Arlington, Paris, Sacramento, April 28, 2011 – The California Public Employees’ Retirement System (CalPERS) and Strategic Investment Group (Strategic) announced today that they have selected TOBAM to participate in the Manager Development Program II (MDP II). Under the MDP II, TOBAM now manages a $150 million global equity mandate for CalPERS. In addition, a joint…

TOBAM goes green

TOBAM’s commitment to reflecting environmental, social and governance (ESG) issues in our commingled funds was put into action in January 2007, in collaboration with our European clients. In early 2010, TOBAM signed the UN PRI, further formalizing this commitment. Expanding the scope of our efforts, TOBAM has conducted a Carbon Footprint analysis of its business…

TOBAM extends its global distribution network

The company announces the signing of a funds distribution partnership with Investeam, Third Party Marketer and sales representative for the Canadian market. This initiative aims to expand TOBAM’s reach to Canadian institutional investors, who comprise one of the world’s largest institutional markets, with over $2,000 billion of outstanding pension assets. According to Yves Choueifaty, President…