Developing innovative, transparent and tailored products for both private and institutional clients
Due to its strong product innovation strategy, the Edmond de Rothschild Group is now recognised as a key European player in asset management. Bolstered by its long-term vision, the Group’s offer regularly wins awards for performance.
A broadly marketed offer
Our investment fund range is offered to our private and institutional clients wherever the Edmond de Rothschild Group has offices but it is also available through financial partners, such as private banks, asset management companies, insurance companies and independent financial advisors.
Numerous awards
The Edmond de Rothschild Group’s investment funds regularly win awards for the quality of their investment management and consistent performance. In alternative multi-management, the Edmond de Rothschild Group/The Capital Holdings Funds received the Best Group of the Year award from the magazine InvestHedge in 2007.
A comprehensive offer
Asset management is one of the two main strategic businesses at the Edmond de Rothschild Group. Its covers covers all asset classes with direct investment in traditional funds or through multi manager funds of funds. The group also has extensive experience in advising on which external funds to choose.
A rigorous investment process
Fund managers at the Edmond de Rothschild Group actively manage portfolios in a constant search for extra performance and optimisation of the risk/return profile. Stock selection is driven by strong convictions forged independently of moves in benchmark indices. And the same dedication to independence means managers are specialised in essential analysis and visit scores of companies and investment funds each year to assess their strategy, their businesses and the quality of their management teams.
One key word: innovation
Innovation is a fundamental aspect of the Edmond de Rothschild Group’s approach to asset management. In particular, it includes the integration of financial research into the core investment process, whereby allocating managers have a their disposal the modelling and forecasting tools devised by our econimists, quantitative analysis experts and specialised managers.