As part of this agreement, Rothschild & Cie Gestion will take on the financial management of a fund incubator enabling the two companies to make use of dynamic risk management techniques in methods tailored specifically to investors’ needs.
Rothschild & Cie Gestion and Koris International are likewise joining forces to make these offerings available to private banking and institutional clients in France.
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Commenting on the cooperation agreement, Jean-Louis Laurens, general partner at Rothschild, said: "It is a unique opportunity for Rothschild & Cie Gestion to partner with the team that, in all likelihood, has the greatest expertise on the market in using methods that offer dynamic management of risk budgets, thus responding to a major concern of our individual and institutional clients."
Jean-Rene Giraud, CEO of Koris International, said: "This agreement reflects investors’ growing concern with effective control of losses, beyond that achieved by the customary techniques of diversification, volatility constraints, and tracking error. The risk of loss is a subject the asset manager must be able to discuss openly with his or her clients so as then to control all aspects of it, without for all that conflicting with the investment strategy."
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