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SYZ Asset Management launches global multi-asset OYSTER fund with active risk management


SYZ Asset Management, the asset management division of the SYZ Group, has launched OYSTER Multi-Asset ActiProtect, a new sub-fund of its Luxembourg SICAV (UCITS). 

Managed internally by the Multi-Asset team, the fund offers dynamic multi-asset management that seeks to generate two-thirds of the performance of global equities over the medium to long term with only a third of their risk. 

The fund invests throughout the world particularly through futures and index-based products by acquiring exposure to a wide range of assets, such as bonds, equities, currencies, gold and cash. The main innovation lies in dynamic management of the risk budget, which combines economic scenario modelling and systematic monitoring of the maximum drawdown. This is realised through a proprietary hedging methodology aimed at limiting the maximum drawdown to a 10 per cent.
OYSTER Multi-Asset ActiProtect is a flexible multi-asset fund that invests in and acquires exposure to a wide universe of asset classes comprising bonds (10-year and 30-year US Treasury, UK Gilts, German and Italian government bonds), equities (Europe, US, Japan, UK, Switzerland, emerging markets), cash, currencies and precious metals (USD, JPY, GBP, AUD and Gold). The fund's objective is to achieve two thirds of the performance over the medium to long term of the global equities index (MSCI World CR EUR), with only a third of its risk (5 per cent to 7 per cent volatility per year). The fund's exposure may vary between 0 per cent and 130 per cent, and may invest only in liquid instruments, such as futures, forward exchange contracts, and ETPs[1] (maximum 10 per cent).
OYSTER Multi-Asset ActiProtect is managed through a collaborative approach by Fabrizio Quirighetti (team manager), Guido Bolliger, Claude Cornioley, and Adrien Pichoud, within the Multi-Asset team of SYZ Asset Management (Suisse) SA. Guido Bolliger and Claude Cornioley are two seasoned quant investment professionals who have recently joined SYZ Asset Management. Claude Cornioley was previously a partner at Dynagest SA. Guido Bolliger was CIO at Olympia Capital and, prior to that, Senior Quant Analyst at Julius Baer. They bring additional set of skills to the SYZ Group in dynamic portfolio hedging and risk-based asset allocation.

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