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Partnership Pictet-Ethos
Socially responsible investments: Ethos Foundation and Pictet develop new partnership

In December 2005 the Ethos Foundation and Pictet Asset Management decided to embark on a new partnership to manage socially responsible investment for institutional investors.

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Quantitative, Total Return and SRI

We manage a range of passive, enhanced index and related products using quantitative techniques developed and continuously improved over many years of experience.
 
Indexed and Enhanced Indexed Products
Our indexation methodology aims to build a portfolio which is as close as possible to a fully replication portfolio; in other words, a portfolio which has the same stocks with the same weights as the benchmark.

In order to approach the goal of full replication, we use a proprietary method called "optimised quasi full-replication". This method takes into account the fact that it is beneficial for the investor to avoid very small trades, which are expensive, and to avoid trading in any illiquid portion of the benchmark.

Multi Asset and Total Return

The Multi Asset and Total Return unit was established to create and manage multi-asset and absolute return portfolios using the products, alphas and betas of existing teams.

Our approach relies on two strategies: an alpha strategy which aims to exploit the added value generated by some of the best Pictet Asset Management investment specialists. Investment managers are selected based on the quality of the investment process, confidence in the investment team managing the fund, and past performance.

A futures overlay is used to hedge directional risk exposures, extracting the alpha component return. A beta strategy aims to profit from a variety of risk premia provided by developed and emerging equity markets, as well as fixed income markets, for all the major currencies, maturity ranges and credit qualities. Beta exposure is entirely managed by means of derivative instruments.



Socially Responsible Investment

PAM takes a quantitative and strictly risk-controlled approach to sustainable investment. Sustainability is a legitimate investment preference for an increasing number of private and institutional investors taking a long-term view on sustainable development. Our philosophy is to deploy all our technical and management skills to construct portfolios offering maximum sustainability for a given level of risk.

Towards the end of 2005, Pictet and Ethos, Geneva, joined forces in the field of SRI. Ethos was founded in 1997 with the purpose of providing sustainable investment solutions to pension funds. Ethos is particularly renowned for its constructive engagement practices and its proven competence in corporate governance matters.

Pictet Asset Management won the SRI Provider of the Year award for the third consecutive year at the 10th Anniversary's Global Pensions Awards 2009. We were again nominated at the Global Pensions Awards 2010 in the same category.   More about this award

 


More about PAM's approach to sustainable investment
 

As well as segregated mandates to suit our clients specific investment needs, we also offer a wide range of mutual funds for institutional and private clients. For more information about these funds, please visit our fund center.