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