​​​​​​​​​​​​​​​​​​​​​​​​​​​​Multi-asset&​ Ove​rla​y​​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​Multi-asset&​ Ove​rla​y​​

The Edmond de Rothschild Group takes an investment-led approach, bringing together complementary teams to offer investors exposure to many market segments within the Multi-Asset & Overlay (MA&O) division. The multi-asset team creates strong synergies and interacts with all our equity and fixed income portfolio managers.

The benefit? Portfolios designed to meet a wide range of specific investment objectives, risk diversification and a conviction-driven investment approach which, together, can be tailored to achieve clients' goals.​​

HIGH ADDED VALUE INVESTING

Our Multi-Asset & Overlay strategies allow clients to benefit from the advantages and opportunities of a wide range of asset classes or market instruments. The investment process is based both on conviction and on tactical and flexible investment management.


The Edmond de Rothschild G​roup draws on its proven expertise across the main asset classes and its capacity to use hedging tools to offer various investment solutions designed to meet specific client needs.

 
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OUR INVESTMENT PHILOSOPHY​

DIVERSIFICATION AND RISK MANAGEMENT

Our multi-asset experts work closely with equity, ESG and fixed income teams to provide access to opportunities in a wide array of asset classes and markets. For example, we have a proprietary ESG approach to sovereign debt.

Our experts invest in complementary performance drivers, keeping a global view of portfolio risks at all times.

ADAPTATION TO CLIENT OBJECTIVES

Client needs are specific and evolve. Low-volatility solutions, risk management strategies, capital growth objectives... each of our multi-asset solutions is designed to meet a specific risk-return target.

ACTIVE INVESTING AND FLEXIBILITY

The investment process is based on an active and flexible approach that enables us to meet the specific objectives set out in the strategy. The investment managers benefit from greater flexibility to act on their convictions and adapt their exposures to market developments, in order to maintain appropriate diversification.

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​​KNOW-HOW INNOVATION AND DISCIPLINE

 

RIGOROUS INVESTMENT PROCESSES

Conviction-driven investing demands a rigorous, resilient and disciplined investment framework. High-standard monitoring of our investment and control processes is our most important priority. We consider this a prerequisite for implementing our convictions, managing risk and achieving added value for our clients over the long term.

Our investment processes rely on efficient organization and strong dedicated human & IT resources:

Macro Committee: to define our views and scenario.​​

Allocation Committee: to assign asset class weightings.

Fixed Income, Equity and FX Committees: to assign detailed weightings for each market segment.

“Risk On/Risk Off” indicator: to capitalize on our proprietary monitoring of Risk Aversion to evaluate and track potential stress contagion.

Powerful Portfolio Management Software: providing tools for real-time monitoring of the portfolio.

INNOVATION, AT THE HEART OF OUR DNA

Innovation is at the heart of our strategy. Our commitment is reflected in periodic strategic reviews of our processes, continuous enhancement of our tools, and by the introduction of new approaches & strategies.

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We use a fundamental, top-down approach aimed at processing and anticipating global macroeconomic developments. Our objective is to achieve optimal diversification, in order to build efficient portfolios and to actively ​control risk.
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​Michaël Nizard, Head of Multi-Asset & Overlay​

KEY FIGURES ​at 31/12/2023​

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12BN.EUR                                             
assets under management in multi-asset & overlay                                            
                                            
 
 
14                                            
Experts                                            
                                            
 
 
250Years                                            
of financial tradition                                            
                                            
 
 
12BN.EUR                                             
assets under management in multi-asset & overlay                                            
                                            
 
 
14​                                             
Experts                                            
                                            
 
 
250Years                                            
of financial tradition                                            
                                            
 
 
 
 
 
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