TOBAM LBRTY® webinar replay

Exposure to authoritarian countries is not worth the risk in a portfolio. TOBAM has launched TOBAM LBRTY® Equity Strategy, an approach to equity investing seeking to mitigate exposure to countries governed by autocratic regimes. TOBAM’s original and extensive research on portfolio’s authoritarian exposure leads to four main conclusions: There is a tyranny risk driver, The…

TOBAM launches LBRTY®, a civil and democratic rights focused strategy

TOBAM launches LBRTY®, a civil and democratic rights focused strategy: – Risks associated with authoritarian regimes should be factored in portfolio construction. – Studies show investment in autocracies delivers much lower investment returns. – Most exposure to autocracies is indirect, through companies listed in democratic countries but exposed to the downside of autocracies. – The…

TOBAM Dashboard: Implementing Paris Aligned Portfolios

Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of “E”nvironmental, “S”ocial, and “G”overnance dimensions into our portfolio construction process.

Designing a sustainability footprint based on company reported data

Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of sustainability dimensions into our portfolio construction process.