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34
Rothschild & Co | Annual Report 2017
Rothschild Private Wealth & Asset Management
Rothschild Asset Management
Rothschild Asset Management is a global specialist asset manager delivering
bespoke investment management and advisory services to institutional clients,
financial intermediaries, and third-party distributors.
Rothschild Asset Management offers an independent perspective in innovative investment solutions, designed around
the needs of each and every client. Across its complementary fields of expertise in active high-conviction management
and open architecture investment solutions, its business model is grounded in deep understanding of each and every
client’s needs.
Rothschild Asset Management – Europe
In 2017, following the merger in France of Rothschild & Cie Banque and Banque Martin Maurel, the complementarity
of the management teams of the two entities allowed us to build a global offer in terms of management expertise and
investment solutions through the newly created entity Rothschild Asset Management.
Our management expertise
Rothschild Asset Management – Europe offers a range
of complementary funds, conviction-based strategies to
seize investment opportunities in various asset classes.
We offer assertive, selective and diversified conviction-based
strategies in all asset classes (Equities, Fixed Income,
Convertible Bonds, Diversified Management, etc.), sectors
and geographical areas.
Our portfolio construction and stock-picking are based on
an in-depth fundamental analysis of the economic cycle and
valuation of all assets – both Equities and Fixed Income. Fund
managers take strong investment decisions to be able to
achieve significant outperformance compared to traditional
indices. Portfolios reflect the investment management teams’
strongest convictions, which are sometimes at odds with the
consensus. Our teams seek out attractive risk premiums and
make opportunistic investments.
In this way we target robust medium-/long-term
performances, regardless of the market environment,
throughout the economic cycle. We implement our
capabilities in Equities, Fixed Income, Diversified
Management, Thematic Investments, and Small & MidCaps.
In 2017, our fund range performed very well, whether fixed
income, equity or diversified strategies, thanks to their low
bond yield sensitivity, the strength showing by peripheral
bonds, the outperformance by equities, and a good
stock-picking. The current macroeconomic environment
points to a continuation in this trend, which could show
up even more clearly in our equity portfolios if large caps
were to outperform small caps.
€15.6bn
of assets
managed by
Rothschild Asset
Management
– Europe
US$10.6bn
of assets
managed in
New York (€9bn)
• Best Asset Management
company – 1 year