lettrine

Institutional Management

lettrine

The next generation of custom fixed income

For over 30 years, Optimum Asset Management has been developing responsible investment and asset management strategies with its clients’ prosperity in mind. Our priority is partnership; we begin by establishing each client’s risk budget and the parameters of the mandate. We then develop structured, tailor-made solutions in line with the target objectives. 

We use our analytical savvy, sophisticated research tools, technological strength and well-honed investment process to deliver the next generation of Optimum fixed income. This allows our clients to benefit from consistent and stable returns like never before!  Our consistent results over the years is evidence of our ability to generate prosperity through our rigorous portfolio management approach. Thanks to our peerless financial technology skills, this consistency is stronger than ever.

Our knowledge and discipline have allowed us to withstand the ups and downs of the financial markets, even during crises.  Much to the pleasure of our clients!

 

How we stand out

  • Our history of regular, stable returns
  • Our capabilities in fundamental analysis
  • Our capabilities in quantitative research
  • Our proven expertise in risk management
  • Our partnership-focused approach
  • The longevity of our firm

 

Fixed Income

Our portfolio management team has an in-depth understanding of Canadian fixed income securities. Our artificial intelligence technology for integrated markets, combined with our extensive investment expertise, allows us to develop quantitative and credit strategies with value-add, while using environmental, social and governance (ESG) filters.

Our cutting-edge technology allows us to perform an advanced market analysis with the use of its macroeconomic database search engine. This technology, capable of continuously monitoring the investment process, combined with our analytical savvy and ongoing market exploration, allows us to identify investment opportunities in order to create value for our clients.

In bear and bull markets alike, we apply a rigorous and disciplined investment process that aims to maximize portfolio returns while minimizing risk. Our investment process is based on several fundamental analyses—interest rate fluctuations, curve positioning, duration management, etc. —, which allow us to identify the intrinsic value of securities. Our selection of Canadian bonds or preferred shares allows us to build strategies that optimize portfolio risk/return ratios.

Absolute Return

Optimum Asset Management’s Absolute Return strategies differ from traditional bond strategies because they integrate different value added sources. They are designed to generate positive absolute returns in the medium and long term, regardless of market conditions.  Our portfolio management teams select securities based solely on their potential performance, assuming that all financial markets (common and preferred shares, bonds, credit default swaps and options) are assessed on a comparable basis. Observed indicators are combined with data from the financial statements of the issuers being considered. 

With our cutting-edge business intelligence technology, we can determine the most valuable securities in all financial markets. This allows us to carefully select securities from issuers and build a portfolio of corporate bonds and preferred shares with optimum potential for value added.

Liability Driven Investments (LDI)

Optimum Asset Management offers personalized liability-driven investment solutions, allowing us to meet the specific criteria set by clients for their portfolio. With that in mind, our firm has developed a flexible tool that helps manage bond mandates in order to optimize results. 

With this exclusive, cutting-edge tool and our disciplined approach to asset management, we can offer a custom solution optimized for each client, regardless of their investment objectives. Our versatility allows us to easily adapt to all contexts.

Private Debt

This category of assets provides a superior risk/return profile to interested investors. Optimum Asset Management entered this market following an exhaustive, thorough analysis conducted by its team of experienced managers. All the senior and mezzanine debt is subjected to an extremely rigorous process that includes external consultations. 

This rigorous, steady approach is the key to finding high-quality debt securities without neglecting the security of our clients’ capital.

Equities

Optimum Asset Management actively manages equity portfolios by combining a bottom-up approach, based on analysis of the most promising business sectors, and a top-down approach, based on the specific analysis of securities.  Its management solution also includes dynamic quantitative research parameters. These parameters are carefully defined and have proven their effectiveness in detecting aberrations in the financial markets, then exploiting them in the medium and long term. 

Combining these approaches maximizes the probability of reaching your objectives while ensuring healthy risk management. It also maintains the portfolio turnover rate at a statistically low level of almost 50%.

Asset Allocation

Optimum Asset Management is a peerless expert in asset allocation. Asset allocation is a fundamental principle of sound portfolio management. It uses asset diversification and risk control to optimize returns and protect capital. 

Our veteran management team has mastered the art of tailoring client portfolios according to the markets’ position in the economic cycle.  To that end, asset classes in a portfolio are distributed according to investor profiles and objectives, as well as their risk budget. Strong asset allocation generally reduces risk while maintaining long-term return objectives.