Strategies

With its Universe bond strategic bias strategy, Optimum Asset Management aims to ensure that the portfolio duration matches the benchmark, but with different sector weightings. This asset management strategy combines an overweighting of quality credits with a central position on the rate curve.

Thanks to the quality credits of provincial, municipal and corporate bonds, this Optimum strategy offers a higher yield to maturity than the benchmark, while preserving capital.

Optimum strategy based on six types of analysis

• Fundamental analysis
• Technical analysis
• Market sentiment analysis
• Seasonality analysis
• ESG analysis
• Multi asset class analysis

Strategy highlights

• Capital preservation strategy created in 2005
• Developed using exclusive cutting-edge technology with qualitative and quantitative filters
• Proven solid returns—consistent value added over 10 years
• Objective to generate an information ratio greater than 0.50 (high potential for outperformance)

Documentation