EN OUR GROUP OUR BUSINESS AND OUR SERVICES OUR GLOBAL PRESENCE CONTACT US PRIVATE AREA MULTI-ASSET & OVERLAY 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. EDR>English>Multi-Asset & Overlay 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 Group 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. 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. 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. INVESTMENT SOLUTIONS TAILORED TO CLIENT NEEDS Our range of multi-asset strategies address objectives such as: DRIVING CAPITAL GROWTH ACHIEVING ABSOLUTE RETURNS FLEXIBLE INVESTMENT ACROSS THE FIXED INCOME UNIVERSE Reducing the volatility of the portfolio and limiting risk with the aim of capital preservation. ‘‘ 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. ‘‘ Michaël Nizard, Head of Multi-Asset & Overlay KEY FIGURES AT 31/12/2020 Previous 20 EUR assets under management in multi-asset & overlay Next Les coulisses de la victoire Franck Cammas et @CCaudrelier ont enfin pu laisser éclater leur joie et savourer leur éclatante victoire. Des moments intenses partagés avec les membres du Gitana Team, avec une pensée particulière pour Benjamin de Rothschild. polaRYSE J-1 Les équipes de Edmond de Rothschild Asset Management seront présentes au Sommet BFM Patrimoine, jeudi 25 novembre au Carrousel du Louvre. Venez échanger et rencontrer nos experts sur le stand D10. #BFMPatrimoine J-1 Les équipes de Edmond de Rothschild Asset Management seront présentes au sommet @BFM_Patrimoine, jeudi 25 novembre au Carrousel du Louvre. Venez échanger et rencontrer nos experts sur le stand D10. BOLD BUILDERS OF THE FUTURE PRESS ANNUAL REPORT SITE PLAN LEGAL NOTICE COOKIES POLICY WEBMASTER CONTACT 2021 Edmond de Rothschild This web site contains PDF documents that require the most current version of Adobe Reader to view. Download Adobe Acrobat Reader