Guaranteed and structured investment solutions, fixed income, credit and hedge funds, quantitative funds and asset allocation
Teams at the Edmond de Rothschild Group have built proven know-how in the fields of asset structuring, hedge funds, fixed income and credit funds, as well as quantitative asset allocation and funds.
These centres of expertise make it possible to design and offer simple and transparent investment solutions to meet each client’s constraints and objectives, and adapt them to new financial market configurations. Located within a single entity, the management teams can marshal powerful synergies and offer tailor-made products and services.
Guaranteed and structured investment solutions
The structured fund specialists at the Edmond de Rothschild Group in France design investment solutions tailored to meet the particular constraints and objectives of both institutional and private investors.
They offer their clients formula funds as well as those employing portfolio insurance methods (CPPI) which provide the investor with partial or total capital protection.
Fixed income and credit funds
Fixed income and credit fund managers seek to optimise Risk/Reward ratios whatever the market conditions or the defined investment universe. Acting on very robust convictions, they operate in all segments of the yield curve and encompass a broad spectrum of issuers.
Drawing on their dual competencies as fund manager/analyst, members of the bond team on fundamental analysis that spans a wide range of issuers (with issues running from government bonds to Investment Grade corporate paper and emerging market debt). From these they pick the securities likely to generate the best returns for a given level of risk.
Hedge fund experts manage portfolios that target total performance. They use so-called alternative techniques which, in particular, allow short selling and leverage strategies, within clearly defined risk limits.
Quantitative funds and asset allocation
These innovative financial solutions combine uncoupling with controlled volatility through total performance funds. Quantitative fund and asset allocation teams use model-based processes in evaluating the prospective returns offered by a broad range of markets and strategies and then weight them within the portfolios.
All these activities are managed by our subsidiary Edmond de Rothschild Asset Management.