Bringing you live news and features since 2006 

Lombard Odier adds Graham Quant Macro fund to PrivilEdge fund platform


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[2] 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.

Latest News

Solactive writes that in the face of market volatility, investors often turn to portfolio diversification as a key strategy. “One..
The Luxembourg House of Financial Technology (LHoFT), together with PwC Luxembourg and with the active support of the Association of..
Sustainability tech platform Clarity AI has announced that its sustainability capabilities are now supporting European white label platform, HANetf...
Chimera Capital LLC, an Abu-Dhabi-based investment management firm, has announced the launch of the Chimera S&P China HK Shariah Exchange..

Related Articles

Henry Timmons, RBA
Henry Timmons, director of ETFs and Michael Contopoulos, director of fixed income at Richard Bernstein Advisors are on a mission...
Kelsey Mowrey, Motley Fool Asset Management
Speaking with ETF Express in March, Brian Barish, a fund manager with Cambiar commented on the Vanguard solution which allows...
Phillippe Malaise, Trackinsight
Trackinsight has published its fourth global ETF survey, revealing that investors have an appetite for actively managed ETFs....
Joy Yang, MVIS
The passive versus active debate is a ‘thought experiment’ according to Joy Yang, Head of Index Product Management at MarketVector...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by