CheBanca! has teamed up with RAM Active Investments (RAM) to offer systematic strategies on its investment platform.
RAM will make its know-how available to the client base of CheBanca! through 11 funds encompassing systematic equity long-only, liquid alternative strategies and discretional fixed-income strategies.
“We continue to grow in the asset management industry, catching the new opportunities that systematic investments are opening on the market,” says Alessandro D’Agata, general director of CheBanca!. “Thanks to the collaboration with Mediobanca SGR, we work in a guided open architecture scheme, which enables us to build and manage efficient portfolios relative to different risk/reward profiles, inside of which RAM’s strategies could represent an interesting and distinctive element in order to pursue our clients’ investments goals.”
RAM, a Swiss asset manager, founded in 2007 in Geneva, currently manages around EUR4.2 billion of assets. The company’s investment strategy is based upon a bottom-up approach of stock selection, driven by fundamentals and applied in a systematic way.
Marco Parini (pictured), CIO of CheBanca! says: “We have always been promoting a balanced mix of competence and innovation, in other words between the value of a high-level advisory and the support of advanced investment platforms. The aim is to create the best portfolios for each client in terms of selection, allocation and planning, limiting the interference of potential emotional choices by clients.”
“In the construction of a portfolio, diversification based on strategies and investment styles is an important aspect and, in this regard, the products based on a systematic approach can offer an important contribution, improving the medium and long-term performances of the portfolio.”
Thomas de Saint-Seine, CEO of RAM, says: “The partnership with CheBanca! will foster our access to the retail distribution and opens a new phase for RAM in Italy. We have been working successfully with different institutional partners, fund selectors and fund managers for several years. Starting from today, the Italian market becomes even more important for our development plans. The assets’ growth that this will imply and the support of Mediobanca as a strategic partner will enable us to invest an even more consistent amount of resources in innovation and research, elements that are essential in order to be competitive in the systematic active management segment, especially in this context of growing importance of Big Data and Artificial Intelligence.”
