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Vontobel continues multi-boutique expansion in North America

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NEW YORK--(BUSINESS WIRE)--With growing demand from US and Canadian investors for systematic and fundamental investing, Vontobel has made available select strategies from its Vescore and Sustainable Equities boutiques.

The newly available strategies, which are built upon consistent investment philosophies combined with deep research, disciplined processes, and risk management, include systematic multi-asset solutions, as well as strategies focused on impact investing, sustainable emerging markets equities, and opportunities in China.

  • The Vescore Active Beta Strategy invests in global equities and government bonds with a focus on tactical risk premia management through quantitative model-based allocation and risk management to help provide optimal allocation without behavioral bias attuned to the prevailing market environment.
  • The Vescore Active Beta Opportunities Strategy employs tactical allocation of five risk premia�equities, fixed income, commodities, volatility, and currencies�to create robust portfolios that seek long-term, positive absolute returns, diversification potential, and liquidity.
  • The Global Environmental Change Strategy provides access to clean technology pioneers by seeking to invest in stocks of innovative, global companies with long-term growth potential that provide solutions for clean water, clean energy, future mobility, smart building, resource efficiency, or recycling.
  • The mtx Sustainable Emerging Markets Leaders Strategy invests across global emerging market equities, seeking companies with above-average quality in terms of return on invested capital and strong industry positions that are able to invest in future growth.
  • The mtx China A-Shares Leaders Strategy seeks to invest in stocks of companies characterized by high return on invested capital and strong market positions. Stocks in the portfolio qualify as either China A-Shares or are linked to China A-Shares.

�With more than 30 years� worth of investment management, Vontobel has established its global success through differentiated investment expertise,� said Thomas Wittwer, Chief Executive Officer of Vontobel Asset Management, Inc. US. �We believe these strategies have a long track record of success internationally, and we are excited to make them available to investors in the US and Canada as we help them achieve their long-term investment goals.�

This latest launch of strategies from its Sustainable Equities and Vescore boutiques completes Vontobel�s multi-boutique rollout in North America, strengthening its established presence in the region by introducing additional solutions to US and Canadian investors. Last year, it debuted three emerging markets bonds strategies from its Zurich-based Fixed Income Boutique. In 2017, TwentyFour Asset Management, Vontobel�s London-based fixed income boutique, entered the US market, joining the firm�s well-known global equity expertise of the Quality Growth Boutique.

Vontobel

Vontobel is a globally active investment manager with Swiss roots, specializing in wealth management, active asset management and investment solutions. As an investment-led, multi-boutique asset manager, each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. Our commitment to active management empowers us to invest based on our convictions. We deliver value through our diverse and highly specialized teams. Employing over 440 professionals worldwide � including 180 investment specialists � we operate across 16 locations including Switzerland, Europe and the US and create strategies and solutions covering equities, fixed income, multi-asset, and alternative investments. The goal of achieving excellent and repeatable performance has been fundamental to our approach since 1988. The Vontobel families' close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom as an obligation to also assume our social responsibility. As of June 30, 2022, Vontobel held USD 219 billion of total client assets.

Legal information

This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.

Contacts

Catherine Koch

Vontobel Asset Management

+1 212 804 9306

[email protected]

Nikki Hess

Prosek Partners

+1 215 290 8915

[email protected]

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