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Rothschild & Co | Annual Report 2017
35
1. Overview
4. Financial statements
3.
Management report
2. Business review
Our expertise in investment solutions
Our goal-driven approach aims to grasp its clients’ needs
and offer suitable investment solutions through three
innovative offers:
• Open architecture
• R Inside Investment Solutions
• InRIS and ESSOR delegated asset management.
The open-architecture approach aims to select the best
managers on the major global financial markets, whether in
long-only or alternative strategies. Its investment philosophy
is based on four pillars: a real open architecture, active
management, the quest for excellence, and robust risk
control. Our specialised teams show international expertise in
accessing the best managers, developing tailored products,
and seizing the best opportunities on the markets. Our funds
of funds are monitored constantly for the special risks they
entail, with an objective of creating value. With this in mind,
we offer open-ended funds, separately managed accounts,
funds of hedge funds, and long-only multi-management for
institutional clients.
In a complex regulatory environment and given the crucial
need for diversification, we offer R Inside, a tailored offering
of stock-picking and investment management in an
open-architecture environment. Our
à la carte
modules range
from advisory to partnership to white-label products. Under
this approach, we undertake the necessary due diligence,
select the funds, allocate assets, construct model portfolios,
place orders, publish performance reports, and handle
marketing. This makes the entire chain of value of the
open-architecture platform available to our partners.
Rothschild Asset Management’s InRIS and ESSOR platform
of selected asset management offers our clients access
to the expertise of carefully selected high-quality long-only
and alternative managers who deploy their strategies in a
UCITS format. This truly innovative platform offers additional
diversification bricks to our clients seeking absolute returns
that are decorrelated from traditional asset classes. These
are long-term exclusive and conviction-based partnerships.
Our team is backed by the Group’s know-how and
fund-selection network in detecting talented and
complementary managers who have thus far been absent
from the UCITS universe. Our products offer all the
standards, involvement and thoroughness in the areas
of transparency, easy-to-understand performance reports,
and client service.
In 2017, the increase in assets under management in
alternative UCITS funds continues and the InRIS platform
has launched a new product, R Perdurance Market Neutral
Fund, in Partnership with the fund management team
Perdurance Asset Management and the managed account
platform Innocap. Following the merger with the Compagnie
Financière Martin Maurel, we now integrate to our offer the
ESSOR fund range, notably specialised in the United States
and emerging markets.