‘ Ossiam ’

Source and Rothschild RBIS launch US low vol equal risk ETF

Oct 5th, 2016 | By
Chris Mellor, Head of EMEA ETF Commodity Product Management at Invesco

European exchange-traded fund provider Source has launched the Source RBIS Equal Risk Equity US UCITS ETF (LON: RUQR) in partnership with Risk Based Investment Solutions (RBIS), a subsidiary of Rothschild & Co. The ETF follows an equal risk contribution concept and aims to provide large-cap US equity exposure with lower volatility than traditional market cap-weighted strategies. Chris Mellor, Executive Director, Equities Product Management, at Source, commented: “We believe that this form of risk control offers a significant step forward beyond volatility targeting and minimum variance strategies.”


First Trust launches two actively managed low volatility ETFs

Aug 26th, 2016 | By
First Trust launch two actively managed low volatility ETFs

First Trust has launched two new actively managed ETF on the NYSE that seek to capture upside price movements in rising markets and reduce downside risk when markets decline. Sub-advised by Horizon Investments, the funds use a proprietary quantitative rules-based investment process to manage volatility. Robbie Cannon, President & CEO at Horizon, said: “In this low interest rate environment, we are seeing all kinds of investors participating more and more in equity markets, even those who traditionally looked to fixed income markets…And while they want equity exposure, they naturally are looking for lower risk and lower volatility products.”


ETF provider Ossiam signs UN Principles for Responsible Investment

Jun 13th, 2016 | By
Bruno Poulin, CEO of Ossiam.

Specialist smart beta exchange-traded fund provider Ossiam has signed the UN-supported Principles for Responsible Investment (PRI), representing a global network of asset managers, owners and service providers working together to put ethical investment into practice. Bruno Poulin, CEO of Ossiam, commented in a statement: “Since establishment Ossiam has maintained a responsible ethos in the investment strategies and funds we develop, as well as in our interaction with clients and partners and our views on the future of smart beta and exchange-traded funds. We are therefore very pleased to formalise our alignment with these values by joining Principles for Responsible Investment.”


Ossiam launches smart beta currency-hedged Japan Minimum Variance ETF

Mar 10th, 2016 | By
Nikko: Japan’s inflation and monetary policy outlook

Ossiam, a leading provider of smart beta exchange-traded funds, has launched the Ossiam Japan Minimum Variance UCITS ETF on the Xetra Exchange. The fund provides euro-hedged exposure to the performance of the most liquid Japanese stocks in the S&P/TOPIX 150 Index, while minimising portfolio volatility through an optimisation process.


Euronext introduces the Euronext BeNe 40 Equal Weight Index

Sep 28th, 2015 | By
PowerShares Source rolls out new euro bond ETF in partnership with PIMCO

Euronext, a leading European exchange operator and index provider, has launched the Euronext BeNe 40 Equal Weight Index, an alternatively weighted index tracking the 40 most traded companies in the BEL 20 and AEX indices. The index is designed to act as the basis for index-linked products such as exchange-traded funds and structured products. Paris-based asset manager Natixis, parent of smart beta ETF specialist Ossiam, has already licensed the index for the creation of structured notes.


Barclays and Elkhorn partner to develop ETFs

Jul 30th, 2015 | By
Barclays licenses Shiller Barclays CAPE index to Ossiam to underlie ETF

London-based bank Barclays and Illinois-based investment firm Elkhorn Capital Group have announced a strategic partnership which will allow them to collaborate on ETF products based on Barclays’ strategies. The partnership combines Barclays’ expertise in developing investment concepts with Elkhorn’s client insight and distribution network. “This allows us to offer our clients an expanded range of investment opportunities. We’re enhancing efficiency in product delivery, and matching that with innovation in investment content,” said Fabien Labouret, Global Head of EFS Investment Strategies at Barclays.


Ossiam launches US sector value ETF based on Shiller Barclays CAPE index

Jul 22nd, 2015 | By
Smart beta specialist Ossiam hits $2bn AUM milestone

Ossiam, a leading provider of smart beta exchange-traded funds, has unveiled the Ossiam Shiller Barclays CAPE US Sector Value TR UCITS ETF on the London Stock Exchange, the latest in a suite of value-focused sector-rotation ETFs. The new ETF tracks the Shiller Barclays CAPE US Sector Value Index and builds upon the success of Ossiam’s European sector value ETF which was listed in February 2015. The underlying indices are based on the Cyclically Adjusted Price-to-Earnings (CAPE) ratio devised by Nobel Prize-winning economist Robert Shiller.


Ossiam adds income-distributing share class to FTSE 100 Minimum Variance ETF

Mar 11th, 2015 | By
Ossiam launches US Treasury steepener ETF

Ossiam, a leading provider of smart beta exchange-traded funds, has introduced a distributing share class to the Ossiam FTSE 100 Minimum Variance UCITS ETF in response to investor demand. The fund, which holds a five-star Morningstar rating and has since inception outperformed the FTSE with lower volatility, is listed on the London Stock Exchange and based on the FTSE 100 Minimum Variance Index. This index is designed to minimise the volatility of the FTSE 100 based on historical return information, including the variance and correlations of constituents, thereby offering potential improvements to the risk reward trade-off of the index.


Ossiam launches Shiller Barclays CAPE Sector Value Europe ETF

Feb 17th, 2015 | By
Shin Kong launches US sector value ETF in Taiwan

Ossiam, a leading provider of smart beta investment solutions, has teamed up with Barclays to launch the Ossiam Shiller Barclays CAPE Europe Sector Value TR UCITS ETF. The fund, which has been listed on the London Stock Exchange, is the first ETF globally to be based on the Shiller Barclays CAPE Sector Indices. The Shiller Barclays CAPE Sector Indices, developed jointly by Barclays and Nobel Prize-winning economist Professor Robert Shiller, use the Cyclically Adjusted Price-to-Earnings (CAPE) ratio as a valuation driver in a sector rotational strategy.


Barclays licenses Shiller Barclays CAPE index to Ossiam to underlie ETF

Jan 13th, 2015 | By
Barclays licenses Shiller Barclays CAPE index to Ossiam to underlie ETF

Barclays has announced that the Shiller Barclays CAPE Europe Sector Value Index has been licensed to the specialist investment manager Ossiam for use in an exchange-traded fund. The UCITS-compliant ETF is in the process of being passported in various European countries and listed on multiple exchanges. The Shiller Barclays CAPE indices, developed jointly by Barclays and Professor Robert Shiller, use the cyclically adjusted price-to-earnings (CAPE) ratio as a key valuation driver in a sector rotational strategy. The indices are designed to offer large cap equity market exposure with a value bias, and are intended for buy-and-hold investors with a multi-year time horizon. The first indices of the family, based on the US market, were launched in September 2012.