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July 14, 2020

Lombard Odier expands PrivilEdge platform with new quant strategy

Swiss wealth manager Lombard Odier has added a quant multi-asset fund to its PrivilEdge platform.

Dubbed PrivilEdge – Graham Quant Macro fund, the new vehicle is a liquid, long and short alternative strategy.

It spans global equity, fixed income as well as currency futures markets.

It aims to captivate different sources of returns across market cycles, leveraging four sub-strategies that depend on price and fundamental macro data.

Portfolio allocations are based on measures such as volatility and market correlations to manage risk.

The UCITS fund is managed by Graham Capital Management.

Clients in Belgium, France, Germany, Italy, Liechtenstein, the Netherlands, Spain, Switzerland and the UK can avail the strategy.

Lombard Odier CIO of private bank Stéphane Monier said: “The addition of the Graham quantitative macro strategy complements our innovative, flexible and differentiated range of fund solutions tailored to meet our clients’ needs.”

In May this year, Lombard Odier introduced the Global FinTech strategy, which will offer exposure to companies driving the technological and digital transformation in financial services.

The fund will hold around 50 stocks and have a high conviction approach.

In November 2019, Lombard Odier and Credit Suisse partnered to launch the Credit Suisse Responsible Consumer fund.

The fund will invest in companies that respond to the transition to increasing consumer demand for sustainable investing.

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