New Economics Nobel Winners Carry Important Investment Lessons
Read Yves Choueifaty's latest interview in Wealthbriefing. Yves, President and founder of TOBAM, explains how the Nobel Prize shows the importance of investing in human…
News
How to maintain income from bonds in a rate cutting world
Discover five spokespeople who give their views on fixed income, whether there are still opportunities for investors in a world of low rates.
Authoritarian systems like China: ‘A catastrophe from an investor’s perspective’.
Read Yves Choueifaty's latest contribution in Capital Magazine. Yves, President and founder of TOBAM, explains in more details the 'autocracy risk factor' and why direct…
Change of the ESG benchmark index for TOBAM BTC-Linked and Blockchain Equity Fund
Click here to download the document
Deputy CEO von TOBAM schließt Investitionen in autokratischen Regimen ganz aus, FUNDVIEW
Discover Christophe Roehri opinion piece in German's FUNDVIEW on the LBRTY Strategy and Autocratic risks.
Shareholder Notice – Change of address, change in SFDR terminology and admission of shares to Euroclear notice
Click here to download the document
Autokratische Regimes sind für Anleger immer ein investmentrisiko
Discover Axel Cabrol opinion piece in German's IPE Dach on Autocratic risks and investments
Robert F Kennedy Human Rights Centre – In conversation with Philippe Bolopion
Read Philippe Bolopion, TOBAM's LBRTY product leader, on human rights and how TOBAM is charting the course to create impact and managing long term risks
TOBAM’s nominations
TOBAM makes senior appointments to enhance management and human rights expertise • Christophe Lemarié joins as Executive Board Member, Chief Operating Officer and CFO •…
Autokratie funktioniert wirtschaftlich nicht
Yves Choueifaty in Germany's key newspaper Börsen Zeitung on autocratic risks and investments
TOBAM LBRTY® Diversification Dashboard: Outperformance & Geopolitical events
We are delighted to share with you our most recent research piece: “TOBAM LBRTY® EM Strategy Dashboard: Outperformance & Geopolitical events”. In this note, we…
China is simply not worth the risk for public equity investors
Institutional investors are right to worry about their exposure to China and often wrong about how they mitigate the risk, explains Christophe Roehri, deputy CEO,…
Private client’s growing interest in the moral impact of their money by Professional Wealth Management
Yves Choueifaty interview in Professional Wealth Managment.
Pricing the decline of democracy by Investment & Pensions Europe
Yves Choueifaty interview in Investment & Pensions Europe.
TOBAM LBRTY® Diversification Dashboard
Investing in autocracies does not work! With the resurgence of geopolitical tensions, managing portfolios’ authoritarian risk exposure is becoming key for investors. In this Research…
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…
TOBAM seeks institutional investors for new anti-autocracy strategy by Pensions&Investments
Yves Choueifaty interview in Pensions & Investments
What’s New In Investments, Funds? – TOBAM launches LBRTY®by WealthBriefing
Discover the new TOBAM's LBRTY Strategy in WealthBriefing
New Anti-autocracy Fund Flies Flag for Liberty by ESG Investor
Discover the new LBRTY Strategy by TOBAM in ESG Investor
Tobam launches civil and democratic rights funds by ESGCLARITY
Discover TOBAM's new LBRTY Strategy in ESG CLARITY
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…
TOBAM launches civil and democratic rights equity strategy by investment week
Learn more about the new TOBAM's LBRTY Strategy in Investment Week
ESG round-up : Aussie investors call for transition plans guidance in line with ISSB by responsible investor
Please discover the new LBRTY Strategy by TOBAM in Responsible Investor
TOBAM launches LBRTY®, ‘civil and democratic rights’ funds, Portfolio Adviser
Discover TOBAM's new LBRTY Strategy in Portfolio Adviser
TOBAM Anti-Benchmark High-Yield 2027maturity fund
We are delighted to share with you the presentation entitled: “Anti-Benchmark High-Yield 2027 maturity fund” Please fill in the form below to request the presentation:
TOBAM launches Anti-Benchmark High-Yield 2027 maturity fund
Click here to download the paper TOBAM is launching the Anti-Benchmark High Yield Maturity 2027 Fund, an article 8 compliant, diversified and high-quality HY dated…
Gründer von französischem Asset Manager: „Möglich, dass in der Zukunft effizientere Alternativen zu Ethereum auftauchen“
Click here to download the paper
Quelles solutions pour investir ?
Le fonds TOBAM BTC-Linked and Blockchain Equity fund mis en avant par le magazine Mieux Vivre Votre Argent
A long terme, le bitcoin conserve de l’intérêt
Discover Yves Choueifaty interview with Les Echos Investir on the bitcoin and its perspectives given the current ecosystem environment
Yves Choueifaty’s presentation: “Diversification is back!”
We are delighted to share with you Yves Choueifaty’s presentation entitled: “Diversification is back! the return of the undiversifiable portfolio”. Please fill in the form…
Wall Street behemoth’s dominance poses risks to markets
Discover Tatjana Puhan takes on markets concentration in mega caps stocks in the US in the Financial Times
Finance in 2040
Discover TOBAM's CEO view on the future of finance and its original comments on the panorama of the finance industry in 2040
Bitcoin key for diversified portfolios
Christophe Roehri, deputy CEO at TOBAM, a Paris-based asset manager, discusses with WealthBriefing the advantages for investors of holding bitcoin in their portfolio.
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…
Et si le bitcoin n’avait pas dit son dernier mot?
Yves Choueifaty, speaker at the Surfin’Bitcoin conference, the leading cryptocurrency conference in France
Bitcoin: Diversifikation und Replikation mit aktien
Christophe Roehri note in German's ExxecNews Institutional on bitcoin's diversification benefits
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…
Is the Concentration Cycle Coming to An End?
The first half of 2022 turned out totally different from what most inventors had anticipated in the beginning of the year - this shows yet…
Video – La fin de ce monde artificiel? with Yves Choueifaty
In this Grand Angle Crypto video, Yves Choueifaty addresses numerous topics such as Bitcoins, inflation, Euro and TOBAM’s strategy.
Video – How to align portfolios with the Paris Agreement?
Replay of the July 6th Webinar “How to align portfolios with the Paris Agreement?” with TOBAM and Philip GOODWIN
TOBAM awarded by the Grand Prix de la Finance 2022
Which US equity fund for the next 12 months? We are very excited to see the TOBAM ANTI-BENCHMARK US EQUITY fund awarded in the…
Video – Bitcoin fund boss: Crypto is not an inflationary hedge
Tobam founder and CEO Yves Choueifaty visited Citywire Studios to discuss his Bitcoin C02-Offset fund.
Crypto feels the shockwaves from its own “credit crisis”
Yves Choueifaty interviewed by Financial Times' crypto journalists
Pro traders flocked to bitcoin in crypto crash amid ‘flight to quality’
Yves Choueifaty in Financial news
Crypto jitters part of ‘Darwinian’ process, says Tobam founder
Yves Choueifaty in Ignites Europe on crypto markets
TOBAM launches the first French fund eligible for life insurance investing in BTC and blockchain
TOBAM launches the first French fund approved by the AMF as eligible for life insurance investing in bitcoin and blockchain New fund combines exposure to…
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…
TOBAM lance le premier fonds français agréé par l’AMF éligible à l’assurance-vie investissant dans le bitcoin et la blockchain
Le fonds combine une exposition au bitcoin et aux actions corrélées au bitcoin et à la blockchain, et offre aux investisseurs particuliers l’opportunité de bénéficier…
Welcome to the new beneficiary of TOBAM’s Youth Sponsoring Initiative
TOBAM initiated the Youth Sponsoring Project in 2014, as a sponsorship effort to support the endeavours of young individuals to excel, to…
100% of tobam’s Anti-Benchmark strategies meet SFDR Article 8 classification criteria
Classification reflects longstanding ESG commitment and follows the launch of two fossil-free strategies in partnership with a leading institutional investor We are very proud to…
TOBAM awarded “Multi Asset Manager of the Year”
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.…
TOBAM adds two artworks to its Art collection, commemorating the American Civil Rights Movement
TOBAM initiated its contemporary art collection in 2010. The art initiative was established as a way to promote creativity, beauty and introduce a spirit of…
TOBAM awarded “European Asset manager of the Year”
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…
AP1 and TOBAM partner to adopt fossil-free investment strategies
AP1 and TOBAM partner to adopt fossil-free investment strategies Investing Sustainably without Giving Up Market Premium AP1, the leading Swedish pension scheme, and TOBAM, the…
TOBAM awarded highest rating A+ by the PRI for the 3rd year in a row
TOBAM has been awarded the A+, the highest rating, from the Principles for Responsible Investment (PRI) for its strategy and governance. As TOBAM celebrates this…
Video – Anti-Benchmark Multi Asset elected Best Flexible Fund of 2020
"Globes de la Gestion" ceremony in Paris - September 16th 2020. Yves Choueifaty, who received the Golden Globe for best Flexible Fund in 2020, discusses…
TOBAM’s Deputy CIO, Tatjana Puhan selected in Top 25 Rising Stars of Asset Management
Financial News crop of the brightest up-and-coming talent in the investment industry features Tatjana Puhan, TOBAM’s Deputy CIO. “In just six years, Puhan has metamorphosed…
Tobam and Robeco as better alternatives on ESG, firms which “talk the talk and walk the walk”
Click here to download the paper
TOBAM strengthens team with senior appointments
Dr Tatjana Puhan appointed to Executive Committee Axel Cabrol, CFA is appointed TOBAM’s Head of Fixed Income Dr Puhan was appointed Deputy CIO in January…
TOBAM awarded ‘Emerging Markets Manager of the Year’ at the prestigious Pensions Age Awards 2020
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…
TOBAM enhances investment expertise with senior appointment
Dr. Tatjana Puhan joins TOBAM as Managing Director, Deputy Chief Investment Officer Working with TOBAM President and CIO Yves Choueifaty, Dr. Puhan will lead investment…
TOBAM expands Anti-Benchmark® equity offering to Switzerland and World ex-Switzerland investment universes
New strategies backed by major Swiss institutional investor TOBAM is proud to announce the launch of its Anti-Benchmark® Switzerland Equity Strategy. The fund was launched…
IPE Conference: Panellists thrash out snags of forecasting, hindsight in portfolio management
Click here to download the paper
TOBAM se voit décerner le label LuxFLAG ESG pour l’ensemble de ses fonds
Le prestigieux label LuxFLAG ESG a été attribué à ses fonds Anti-Benchmark® basés au Luxembourg. TOBAM est fière d’annoncer que l’ensemble de sa gamme de fonds1…
TOBAM Awarded LuxFLAG ESG Label for its Full Range of Anti-Benchmark® Funds
The prestigious LuxFLAG ESG label has been granted to TOBAM’s Luxembourg-registered range of Anti-Benchmark® funds TOBAM is proud to announce that it has been awarded the…
Life of a Surfer
Interview of Justin Bécret – September 2019 TOBAM initiated the Youth Sponsoring Project in 2014, as a sponsorship effort to support the endeavours of young individuals to excel,…
Podcast Exclusive: Tobam’s Christophe Roehri discusses ESG & sustainability
Please consult the podcast here: https://www.investmenteurope.net/news/4003183/podcast-exclusive-tobam-christophe-roehri-discusses-sustainability
TOBAM étend sa politique de réduction carbone à l’ensemble de ses portefeuilles obligataires
Click here to download the paper
TOBAM extends its systematic carbon footprint reduction to fixed income portfolios
A year after the firm applied the reduction to its equities portfolios and indices, TOBAM’s range of Anti-Benchmark® strategies are now all implementing the carbon…
TOBAM approved as benchmark administrator
On 3 June 2019, well in advance of the January 2020 regulatory deadline, TOBAM became one of the first Autorité des marchés financiers (‘AMF’) approved…
TOBAM awarded ‘Emerging Markets Manager of the Year’ at the prestigious UK Pensions Awards
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…
TOBAM nominated in ten categories across three prestigious award ceremonies
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…
Nach GICS-Neuklassifizierungen: MSCI-Sektor- Diversifikationen mit Vorsicht zu genießen
Click here to download the paper
TOBAM awarded by Funds Europe for the 4th consecutive year
2015 – “European CIO of the Year” – Yves Choueifaty 2016 – “European Asset Manager of the Year*” 2017 – “European Asset Manager of the Year*” 2018…
TOBAM adopts a carbon footprint reduction policy across all its equity portfolios
TOBAM is proud to announce today the adoption of a carbon footprint reduction policy across all its Anti-Benchmark® equity strategies and Maximum Diversification® indices. A…
Congratulations to Justin Bécret
TOBAM initiated the Youth Sponsoring Project in 2014, as a sponsorship effort to support the endeavours of young individuals to excel, to challenge their own…
“Portfolio Rho-Presentativity” Paper presented at the Bachelier Finance Society World Congress
We are very proud to announce that TOBAM has been selected to present its latest research paper “Portfolio Rho-Presentativity”, at the 10th World Congress of…
ChinaAMC partners with TOBAM to develop unique Anti-Benchmark® China A-shares investment capability
TOBAM, Paris-based research driven quantitative asset manager and founder of the Maximum Diversification® approach and China Asset Management Company (ChinaAMC), a leading Chinese asset…
Video: TOBAM and the Maximum Diversification® Approach
Tobam's educational video about diversification. TOBAM's mission is to provide rational and professional solutions to long term investors in the context of efficient (i.e. unforecastable)…
TOBAM launches first Bitcoin mutual fund in Europe
TOBAM, the Smart Beta pioneer, announced today the launch of the TOBAM Bitcoin Fund, an unregulated Alternative Investment Fund, set up in France. The fund,…
TOBAM awarded as “European Asset Management Firm of the Year” at the Funds Europe Awards 2017
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…
Justin Bécret – 2017 French Champion under 16
TOBAM initiated the Youth Sponsoring Project in 2014, as a sponsorship effort to support the initiatives by young individuals to excel, to challenge themselves and to…
TOBAM continues rapid growth with new strategic senior hire
Frédéric Jamet joins TOBAM as Managing Director, Head of Trading and co-Head of Research Paris, 13th September 2017 – TOBAM has appointed Frédéric Jamet as…
TOBAM bolsters Anti-Benchmark Fixed Income offering with a High Yield strategy
Asset manager launches strategy to respond to smarter fixed income solutions demand Paris, 20 March 2017 – TOBAM, the founder of the Maximum Diversification® approach,…
Why is passive not the solution?
Christophe Roehri, Deputy CEO of TOBAM presented at the SPS Conference in London on February 9, 2016: “Why is passive not the solution” Using market…
Yves Choueifaty, elected most prominent personality in the French asset management industry
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,…
TOBAM and Amundi strengthen their strategic partnership
TOBAM is happy to announce the strengthening of its strategic partnership with Amundi and the increase of their participation in TOBAM’s capital structure to 20%.…
TOBAM awarded “European Asset Manager” of the Year at the Funds Europe Awards 2016
TOBAM was awarded “European Asset Management Company* of the Year at the 12th Funds Europe Awards ceremony on 3 November 2016. Funds Europe Awards, one…
Summer Riddles – Results
Many of you have entered our Summer Riddles contest. We will contact the 10 best scores and they will receive an “out of the box”…
Summer Riddles – Part 1
TOBAM celebrates this year its 10th anniversary and for the occasion has edited a jubilee book, to be released this month. We see this book…
TOBAM’s Global Expansion Underpinned by Three New Offices
Rapidly growing Anti-Benchmark® asset manager adds Zürich, Dublin and Toronto Operations 8th September 2016: TOBAM, the asset manager which invented the Maximum Diversification® approach, has…
TOBAM partners with Canadian Mackenzie Investment Partners to launch ETFs and mutual funds based on the Maximum Diversification® Index Series
Paris, Toronto – June 28, 2016 – TOBAM has partnered with Mackenzie Investments, a leading investment manager in Canada to offer its Maximum Diversification® investment…
Video – “Passive Management : the perfect oxymoron?” – Y.Choueifaty
LGPS conference in London - April 2016. Yves Choueifaty discusses why passive management is not suitable as a core investment.
Video – How does TOBAM get around the unpredictability of markets? – Y.Choueifaty
Challenge Magazine's Entrepreneurs Club - March 2016. Yves Choueifaty explains tobam's patented maximum diversification approach.
Active managers can’t beat a benchmark, they are the benchmark
Click here to download the paper Yves Choueifaty explains in the Financial Times fund management supplement why the average Indianapolis race driver is very slow,…
TOBAM recognized “Equities Manager of the Year” at the Chief Investment Officer Industry Innovation Awards 2015
The sixth annual celebration of innovation in the global asset management and asset owner communities gathered 450 Chief Investment Officers and senior investment managers from…
TOBAM CIO Yves Choueifaty awarded “CIO of the Year” at the Funds Europe Awards 2015
Yves Choueifaty, Founder and CIO of TOBAM was awarded “European Chief Investment Officer” of the Year at the 11th Funds Europe Awards ceremony on 26…
TOBAM-sponsored Young Pilots Crew, in third position at the Toulouse – Saint Louis Rally
« Chaque fois qu’un avion est beau, il vole bien» as Marcel Dassault liked to say. TOBAM has taken Marcel Dassault motto as its own.…
“Anti-Benchmark” investor eyes credit and EM
Tobam, a Paris asset manager, is preparing to launch new funds in European credit and emerging market debt, which will bring its innovative investing approach…
TOBAM: the diversification challenge
By: Adrien Paredes-Vanheule | 10 Jul 2015 TOBAM : the diversification challenge Paris based anti-benchmark manager Tobam is pursuing development in both institutional and retail…
“I promise to deliver zero alpha”
Yves Choueifaty’s Face to Face Profile in FTfm by Sophia Grene: TOBAM’s President and Founder discusses the role of active managers, benchmarks, markets efficiency and…
“The Role of Core Asset Managers in the Global Economy” by Yves Choueifaty
Click here to download the paper Yves Choueifaty is a member of the 300 Club, a group of leading investment professionals from across the globe…
An Oxymoron gone too far: why passive management isn’t suitable as a core investment
Click here to download the paper
TOBAM awarded US$2.1 bn in new net inflows
TOBAM awarded US$2.1bn in new net inflows across its Anti-Benchmark® strategies By Natalie Tuck Paris-based asset manager TOBAM has been awarded US$2.1bn in net new…
Searching for the right kind of beta
By Geoff Candy Diversification is much easier to achieve in a growth portfolio than in an income portfolio, says Chris Jackson, head of UK retail…
TOBAM boards over US$2 bn in new assets
Company increases AUM by over 50% since start of 2014, reflecting the growing popularity of its smart beta strategy Paris, 2nd March, 2015 – TOBAM,…
TOBAM boards over US$2bn in new assets in the last three months
TOBAM boards over US$2 billion in new assets in the last three months and crosses the US$8 billion milestone at US$8.7 billion Company increases AUM…
Appetite for smart beta strategies grows
Appetite for smart beta strategies grows By Andrew Pierce Investor momentum for smart-beta exposure continues to gather pace, with TOBAM, the Paris-based asset manager spun…
TOBAM distinguished for its CSR policies
TOBAM received the jury’s Special Award during the 5th edition of the [profit for Non Profit] Awards, organised by Axylia, the independent advisory firm specialised…
Active Management: Feast and famine
The ability to generate alpha might be a skill, but the amount of alpha available from the market is not a constant.
TOBAM distinguished as entrepreneurial asset manager of the year at the Option Finance awards
Paris, November 14th, 2014 – TOBAM has won the entrepreneurial asset manager of the year award during the second edition of the Asset Management Trophies,…
TOBAM s’applique à lui-même les principes de la gestion ISR
Ni filiale de banque ou d’assurance ni même coté en Bourse, TOBAM a du mérite.
TOBAM dépasse les 6 milliards de dollars d’actifs sous gestion
TOBAM poursuit sa croissance à marche forcée. Au 30 juin 2014, la société de gestion quantitative, dont Amundi a pris
TOBAM brings Maximum Diversification to fixed income
Paris, October 9th, 2014 – TOBAM announced the launch of its “Anti-Benchmark US Credit Strategy”. Having implemented the Anti-Benchmark strategy in the universe of equities…
‘Anti -benchmark ’ boutique launches first bond fund
French boutique TOBAM has announced the launch of its first fixed income fund which will focus on the US credit market.
Rentabilité : le palmarès 2014 des pépites françaises
Elles conjuguent croissance et rentabilité : voici les 150 plus belles entreprises indépendantes de la France
Merge of TOBAM’s Funds into the Luxembourg SICAV “Most Diversified Portfolio SICAV”
02To the attention of investors within the following UCITS: Part I TOBAM Anti-Benchmark Canada Equity Fund TOBAM Anti-Benchmark Euro Equity Fund TOBAM Anti-Benchmark France Equity…
Société de gestion – Les clés de la réussite à l’international
Face à la perte de vitesse du marché français, les sociétés de gestion se tournent de plus en plus vers l'international. Si différentes stratégies sont…
TOBAM pairs diversification with theme and wins a mandate
The asset management firm TOBAM on Friday, 16 May announced that it has won a USD150m mandate from a North American institutional client, dedicated to…
TOBAM surpasses $6bn AUM level
TOBAM, the anti-benchmark product provider has announced a further $150m mandate from a North American institutional investor, taking its total AUM above $6bn.
TOBAM launches thematic Anti-Benchmark Next US Equity Strategy and reaches $6bn in AUM
Paris, May 16th, 2014 – After raising more than a billion USD in its flagship TOBAM Anti Benchmark US Equity strategy, the Paris-based quantitative asset…
The British are coming! So are other Europeans
The tide is turning in the U.S.-to-U.K. flow of money managers: A slew of U.K. and European money managers are introducing, and in some cases…
Prospectus modifications
To the attention of investors within the following mutual Funds: TOBAM Anti-Benchmark France Equity Fund As required by ESMA (The European Securities and Markets Authority),…
TOBAM creuse son sillon à l’international
TOBAM ne connait pas la crise. En 2013, la société de gestion a multiplié par deux ses actifs sous gestion. De 2,778 milliards de dollars…
L’absence de paris comme concept fondateur
S'il envisage que sa société de gestion, qui a doublé ses encours en un an à 5,567 milliards de dollars au 31 décembre 2013, réitère…
TOBAM bolsters anti-benchmark equity fund range
French group TOBAM has unveiled the latest in its line-up of anti-benchmark equity funds with the newest proposition focused on global markets.
TOBAM launches the Anti-Benchmark All Countries World equity Fund
Paris, January 14th, 2014 – The Paris-based quantitative asset manager TOBAM today announced the launch of its Anti-Benchmark All Countries World Equity fund. This fund…
TOBAM ouvre un bureau à New York
La société de gestion française TOBAM a annoncé le 12 décembre l'ouverture d'un bureau à New York et la nomination de deux représentants qui auront…
TOBAM s’ancre aux Etats-Unis
Le gérant français, à la croissance fulgurante, ouvre un bureau à New York.
TOBAM opens a New York office
Paris and New York, December 13th, 2013 – The Paris-based Anti-Benchmark asset manager TOBAM today announced the opening of an office in New York and…
A l’actif – Yves Choueifaty espère approcher les 6 milliards
Yves Choueifaty, le Président-fondateur de TOBAM espère approcher les 6 milliards de dollars d'encours en fin 2013
IPE Awards Seminar: Market concentration to boost smart beta – TOBAM
Smart-beta strategies are set to give investors higher relative returns in the next few years because market-cap weighted benchmarks have now become so concentrated, according…
TOBAM double ses encours cinq ans après sa prise d’indépendance
Sorti de Lehman Brothers en novembre2008, ce spécialiste de la gestion quantitative actions a collecté 2,5 milliards de dollars depuis janvier.
Les gérants entrepreneurs français gagnent en visibilité et en reconnaissance
Trois générations d'entrepreneurs se côtoient, avec pour chacune des problématiques différentes. La victoire sur l'amendement «pigeons »montre qu'ils commencent à être écoutés par les autorités.
we will never bet with their money
The Anti-Benchmark is a portfolio which is extremely easy to dene in any given market, whether it is UK, Japanese, emerging market, Swiss or Swedish…
Don’t Call This French Fund Manager a Dinosaur
Yves Choueifaty would have you believe he is a man without a strategy. Nothing could be further from the truth.
TOBAM’s Choueifaty reworks the sustainability theme
TOBAM Asset Management is taking the idea of sustainable investment back to its roots in response, it says, to the way the the concept is…
TOBAM launches Anti-Benchmark Canadian Equity Fund
Paris, April 15,2013 – The quantitative asset manager TOBAM today announced that it has launched its existing Anti-Benchmark Canadian Equity strategy under the format of…
Attraction to smart beta grows, as does complexity
Second generation spurs questions of portfolio balance. Smart beta is cutting deeper into traditional passive strategies and displacing more actively managed portfolios , according to…
Paris firm takes anti-benchmark approach to indexing
It’s a well known fact of financial life that active investment management is a waste of time and clients’ money. Investment managers as a group…
Life on planet TOBAM
Quantitative asset managers aren’t particularly noted for prioritising ESG matters, and sure enough Parisian boutique TOBAM pursues an investment methodology, dubbed ‘Maximum Diversification’ or ‘Anti-Benchmark’,…
TOBAM enrichit sa gamme actions
TOBAM complète sa couverture géographique des marchés d’actions en lançant Tobam Anti-Benchmark Pacific ex-Japan Equity fund (code Isin : FR0011259225), fonds investi en actions asiatiques…
TOBAM launches Anti-Benchmark Pacific ex-Japan Fund
Paris, June 7, 2012 – The asset manager TOBAM today announced that it has launched the Anti-Benchmark Pacific ex-Japan Equity fund (UCITS IV). The fund…
Smart Beta: New generation of choices
The ‘smart beta’ revolution is taking investors from one ‘passive’ solution – the cap-weighted index – to many. Rachel Fixsen looks at the questions this…
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…
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…
Low or no returns send investors chasing “smart beta”
Whether it is active or passive, it could just be another fad, writes Brendan Maton
D comme diversification maximale : une solution innovatrice
A chaque débâcle financière, les caisses de retraite révisent leur portefeuille afin d’optimiser leur allocation d’actifs, de manière à mieux faire face à la prochaine…
TOBAM and FTSE launch risk-weighted index series eligible for use in ETFs and structured products
Asset Manager TOBAM and index provider FTSE have launched the FTSE TOBAM Maximum Diversification Index Series, a collection of alternatively weighted indexes based on diversification.
TOBAM’s joint venture with FTSE set to open doors for ETF distribution
TOBAM and FTSE have launched an index series based on diversification, offering a more risk-based view than the more traditional market cap weighting.
Alternative indices continue to rise
HELEN FOWLER finds that a flurry of activity in alternative indices over the past year shows these stratégies are becoming much more mainstream.
Stratégies target emerging markets volatility
Some money managers are rolling out stratégies designed to reduce volatility and provide downside protection in emerging markets as a way to appease skittish investors…
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…
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.…
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…
Le gérant français TOBAM pousse ses pions outre-Atlantique
TOBAM étend son terrain de jeu vers les Etats-Unis. La société de gestion française, anciennement Lehman Brothers Asset Management France, vient de décrocher un mandat…
Calpers extends fund-manager investment programme with French buy
Calpers, the biggest pension fund in the US, has taken a 17.5% stake in TOBAM, a French boutique that spun out of Lehman Brothers' European…
CalPERS deal is first toehold in US, says France’s TOBAM
Yves Choueifaty, president of Paris-based asset manager TOBAM, has told IPE that an investment in his business by the California Public Employees' Retirement System (CalPERS)…
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 élargit à l’univers des actions mondiales sont concept d'”anti-benchmark”
La société de gestion a lancé, au mois de décembre dernier, un nouveau fonds systématique avec le MSCI World comme univers d'investissement. Le processus utilisé…
Towards true diversification
Yves Choueifaty, Tristan Froidure and Elizabeth Breaden Wonder why the dynamic strategy implied by cap-weighted indices is regarded as 'passive' and posit their 'anti-benchmark' portfolio…
Quants fail to live up to explications
Managers are trying to address poor performance, finds Sophia Grene
Stock indexes’ dead weight
Diversify. Diversify. Diversify. For years it was a trusted mantra: The simple idea that to mitigate the impact of nasty surprises from one company or…
Diversification and the Inefficiency of the Market Cap Portfolio
Equity indexation using Market Cap-weighted portfolios appears so natural to investors today that it is easy to forget that indices have not always been considered…
Do the math: Diversity is critical
Diversification, with the promise of solid but safe returns, seems the closest thing to a free lunch investors can get. Strangely, the investment industry has…
Shell deals blow to active funds
The £ 10.5 bn pension fund sponsored by Royal Dutch Shell in the UK has become the latest big investor to stage a retreat from…
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…
Norwegian fund could go hunting for ‘exotic betas’
Officials at the 2.59 trillion Norwegian kroner ($458 billion) Government Pension Fund-Global will consider a proposal to overhaul the Oslo-based fund's benchmarks into ones that…
Beyond Cap Weight – The empirical evidence for a diversified beta
For over 40 years, our industry has relied on the capital asset pricing model (CAPM) beta and the capitalization weighted market portfolio for asset allocation,…
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…
A force to be reckoned with
ETFM asked a panel of experts to discuss the growth of fundamental indices and how they are performing during the current economic climate
Refashioning beta
The emergence of alternative systematic equity indices raises profound questions about how we define ‘the market’, and how pension funds should benchmark and invest their…
A force to be reckoned with
Global Pensions asked a panel of experts to discuss the growth of fundamental indices and how they are performing during the current economic climate
L’Anti-benchmark s’attaque aux matières premières
La théorie, mise au point par TOBAM, consiste à redistribuer le poids des titres selon le risque qu'ils portent. Un concept étendu à un nouveau…
Making diversification your beta
The guys at TOBAM – the $935m quants firm that spunout from Lehman Brothers last year – have an intriguing graphic in their marketing material…
TOBAM – Le phénix de Lehman Brothers
La structure française de Lehman Brothers s'émancipait déjà lors de la faillite de sa maison mère. Reprise à 100% par Yves Choueifaty, la nouvelle entité…
