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…
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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…
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.
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
Autokratie funktioniert wirtschaftlich nicht
Yves Choueifaty in Germany's key newspaper Börsen Zeitung on autocratic risks and investments
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 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 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 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
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.
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
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 and Robeco as better alternatives on ESG, firms which “talk the talk and walk the walk”
Click here to download the paper
IPE Conference: Panellists thrash out snags of forecasting, hindsight in portfolio management
Click here to download the paper
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
Nach GICS-Neuklassifizierungen: MSCI-Sektor- Diversifikationen mit Vorsicht zu genießen
Click here to download the paper
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,…
“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…
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,…
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…
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 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
‘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
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.
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…
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 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.
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…
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…
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…
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…
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 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…
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,…
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…
