Bank Lombard Odier & Co Ltd, the Geneva-based wealth manager, has expanded its alternatives offering on the ‘PrivilEdge’ open architecture fund platform with the addition of PrivilEdge – Graham Quant Macro fund – a diversified, quantitative, multi-asset strategy.The PrivilEdge – Graham Quant Macro fund is a liquid, long/short alternative strategy comprised of multiple underlying investment styles that trade global equity, fixed income, and currency futures markets. The strategy seeks to capture diverse sources of returns across market cycles, and uses four distinct and complementary sub-strategies that rely on a variety of price and fundamental macro data. Portfolio allocations are dynamic and are determined based on various measures including volatility and market correlations to manage risk and maintain diversification. By navigating a variety of market conditions, the Quant Macro strategy is intended to provide portfolio diversification for investors.
Stéphane Monier, Chief Investment Officer of Lombard Odier’s private bank, says: “The addition of the Graham quantitative macro strategy complements our innovative, flexible and differentiated range of fund solutions tailored to meet our clients’ needs. Against a backdrop of increasing market volatility, clients are looking to further diversify portfolios through active alternative strategies. Graham’s robust risk monitoring and sophisticated portfolio construction will help our clients access novel sources of alpha in a fast-evolving investment environment.”
James Medeiros, Chief Executive Officer of Graham Capital Management, says: “We are very pleased to combine Graham’s more than 25 years of experience in alternative investment strategies with Lombard Odier’s deep roots in wealth management and UCITS expertise. Our Quant Macro strategy has been available to our global institutional clients for nearly six years, providing absolute returns with low correlation to traditional markets and trading strategies. Together with Lombard Odier, we can now provide Graham Quant Macro to a broader client base within a much sought-after UCITS format.”
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, with a range of differentiated approaches across asset classes (global unconstrained fixed income, US small caps, Japanese small and mid-caps, emerging market fixed income, among others).
The PrivilEdge platform currently holds assets of over 4.7 billion Swiss francs across 25 funds, with each strategy available in a range of share classes to suit investors’ registration and reporting requirements, wherever they are in Europe.
The PrivilEdge – Graham Quant Macro fund is available to clients in Belgium, France, Germany, Italy, Liechtenstein, the Netherlands, Spain, Switzerland and the UK.