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 new strategy, LBRTY®, is available to investors:
o via three SFDR Article 9 compliant Luxembourg-domiciled funds.
o and via three live indices: they illustrate the potential benefits of the approach over the last 15 years.