Quantitative Management

Our expertise

Controlling risks

Controlling risks

Risk control is at the heart of the Edmond de Rothschild Group's quantitative management expertise. The Group's dynamic and systematic approach seeks to fulfil a twofold objective: to take advantage of market upturns at the same time as limiting losses in the event of a downturn. To do this, the Group implements an asymmetric strategy within a predefined volatility budget.

Our fund center

The Fund Center provides extensive information about the ranges of Edmond de Rothschild Group funds:

  • Investment objectives
  • Performance data
  • Documents


Our philosophy

Consistent and robust results

  • A track record of 16 years that is driven by control of risks

    ​The QuAM (Quantitative Asset Management) methodology is a strategy based on a proprietary mathematical model, which places risk management at the heart of the investment process. By limiting drawdowns, cumulative performance becomes stronger over time.

  • Tactical asset allocation that is adapted to market conditions

    Within a large investment universe, the Edmond de Rothschild Group's dynamic asset allocation is limited by a predefined volatility budget that varies by risk profile. The methodology maintains a dynamic correlation with the markets. This results in an asymmetrical profile which can better withstand market downturns.