Bank Lombard Odier, the Geneva-based wealth manager, has expanded the funds offered on its ‘PrivilEdge’ open architecture fund platform, with the addition of PrivilEdge - Robeco Emerging Markets Equities Beta Enhanced.
The fund aims to provide investors with consistent returns from emerging market equities, based on the application of a rigorous factor-based investment approach.
It utilises a quantitative approach to refine an initial investment universe of over 2,500 EM equities into a diversified and liquid portfolio of 350-400 stocks. Security selection is based on a disciplined process which considers key characteristics: valuation, momentum, quality, short-term signals and analyst research.
The fund also provides investors with "the best qualities of active and passive, aiming to neutralise macro and style biases, and strives to generate consistent alpha. The disciplined approach to security selection, paired with the highly diversified nature of the portfolio, enables the Fund to perform with a low tracking error".
Managed by a quantitative portfolio management team, the fund is further supported by a network of over 40 experienced quantitative researchers and emerging markets specialists.
Lombard Odier launched the PrivilEdge fund platform in February 2014 to provide clients with access to a wide range of externally managed funds in a UCITS format.
The open architecture team at Lombard Odier identifies best in class fund managers with the expertise to run customised strategies that meet investors’ portfolio needs, through a range of differentiated approaches across asset classes.
Maxime Perrin, head of open architecture at Lombard Odier, said: “In today’s market environment, investors are continuing to look for new sources of return. The PrivilEdge platform continues to evolve to reflect the needs of investors by offering access to a diversified range of investment solutions.
"The quantitative strategy, applied to emerging markets, makes this a really exciting opportunity for clients. The team at Robeco are highly experienced in quant, thematic, credit and emerging market investment strategies, and we’re delighted to add this fund to our platform.”
Weili Zhou, head quant investing & research at Robeco, said: “Robeco is proud to deliver our emerging markets quantitative stock selection expertise to Lombard Odier’s PrivilEdge fund platform. Over the last two decades we have demonstrated our ability to deliver strong and consistent alpha in both developed and emerging markets and we very much look forward to working together with the team at Lombard Odier.”
The PrivilEdge platform currently holds assets of over 4,7bn Swiss francs across 32 funds as end of March 2024, with each strategy available in a range of share classes to suit investors’ registration and reporting requirements.
