Ossiam Celebrates First Anniversary of ETFs
Ossiam, the specialist smart beta and exchange traded funds (ETFs) investment manager and affiliate of Natixis Global Asset Management, has today announced that four of its ETFs listed on the London Stock Exchange have reached their first anniversary.
The ETFs listed on the London Stock Exchange that have passed the one year milestone are:
- Ossiam ETF Euro Stoxx 50® Equal Weight NR
- Ossiam ETF STOXX® Europe 600 Equal Weight NR
- Ossiam ETF iSTOXX™ Europe Minimum Variance NR
- Ossiam ETF US Minimum Variance NR (USD)
The funds were also listed on the Frankfurt, Milan, Paris and Zurich exchanges in 2011.
Bruno Poulin, CEO of Ossiam, said, “Our smart beta solutions give access to transparent investment strategies with complementary risk profiles that are easy to integrate into global portfolio allocation. Ossiam’s Minimum Variance systematic approach has achieved its objective with strong performance versus its respective investment universe (in particular with a positive performance of +6.79% on the Stoxx Europe 600 universe, compared to a negative performance of -3.74% for the investment universe), offering a simple way to build better-diversified portfolios with on average a 30%* reduction in volatility and drawdowns. ” – “We are also very proud of our recent award “ETF Issuer of the Year” from Global Investor/ISF Investment Excellence Awards 2012”.
Hervé Guinamant, President and Chief Executive Officer of NGAM International Distribution, said, “First anniversaries are particularly worth celebrating. We saw Ossiam's great potential from the beginning and, since the launch of these funds, have received very positive feedback from our clients and peers in the market. Ossiam’s strategies and funds are a key component in building more durable portfolios that can stand up to today’s volatile markets while helping investors reach their objectives.”
The four funds are based on two smart beta strategies: equal weight (diversification) and minimum variance (risk based).
* According to calculations performed by Ossiam on 29/06/12 based on backtest data provided by STOXX Ltd (for data before 14/06/2011 for iSTOXX™ Europe Minimum Variance NR index), Standard & Poor’s (for data before 06/06/2011 for Ossiam US Minimum Variance NR index). Backtested performance results are purely hypothetical and do not represent the performance of actual trading using client assets, but are achieved by means of the retroactive application of a model. This model assumes reinvestment of net dividends. Past performance is not a reliable indicator of future performance.
The Ossiam minimum variance ETFs were the first ETFs in Europe to offer access to a diversified portfolio where securities are selected and weighted with the intention of mitigating risk (low volatility). The investment universes for these ETFs are respectively the STOXX Europe 600 and the S&P500.
The Ossiam Equal Weight ETFs are based on broad European indices attributing the same weight to each of their constituents to avoid concentration effects and bias towards large companies.
Since June 2011, Ossiam has listed two more ETFs, bringing its ETF product range in the UK to a total of six funds. The additional funds are the Ossiam ETF FTSE 100 Minimum Variance, the Ossiam ETF Emerging Markets Minimum Variance NR (EUR) and the Ossiam ETF Emerging Markets Minimum Variance NR (USD).
Ossiam’s ETFs represent a total of approximately €346 million in assets under management, as of June 29, 2012.
* the 1 year performance is calculated for the period from June 29, 2011 to June 29, 2012 for the ETF based on the NAV and the close of the index Net Return. The ETF bears a total expense ratio (TER - composed for instance of management fees and other account expenses) and transaction costs that are not taken into account in the calculation of index performances.
** the volatility is calculated for the period from June 29, 2011 to June 29, 2012.
(source bloomberg – calculation by Ossiam)
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For media enquiries, please contact: |
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Ossiam |
Natixis Global Asset Management S.A. |
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Evan DeBarra |
Wesley Eberle |
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HeadLand Consultancy |
Natixis Global Asset Management |
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Telephone: +44 (0)20 7367 5222 |
Telephone: +44 (0)203 405 2179 |
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Email: edebarra@headlandconsultancy.co.uk |
Email: wesley.eberle@ngam.natixis.com |
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Further details of Ossiam’s funds, including fund holdings, are available at www.ossiam.co.uk.
Ossiam is an affiliate of Natixis Global Asset Management. Headquartered in Paris, France, Ossiam is the first ETF company in Europe to offer access to multiple financial asset classes via a diverse range of specialty ETFs and funds, based on quantitative and fundamental analysis. Its team has extensive experience in fund management, ETF structuring, fundamental and quantitative research and trading.
Ossiam won the ETF Issuer of the Year award at this year’s Global Investor/ISF Investment Excellence Awards 2012.
www.ossiam.com
Natixis Global Asset Management, S.A. is one of the 15 largest asset managers in the world based on assets under management1. Its affiliated asset management companies provide investment products that seek to enhance and protect the wealth and retirement assets of both institutional and individual investor clients. Its proprietary distribution network helps package and deliver its affiliates’ products around the world. Natixis Global Asset Management, S.A. brings together the expertise of multiple specialized investment managers based in Europe, the United States and Asia to offer a wide spectrum of equity, fixed-income and alternative investment strategies.
Headquartered in Paris and Boston, Natixis Global Asset Management, S.A.’s assets under management totalled $748 billion (€562 billion) as of March 31, 2012. Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include: Absolute Asia Asset Management; AEW Capital Management; AEW Europe; AlphaSimplex Group; Aurora Investment Management; Capital Growth Management; Darius Capital Partners; Gateway Investment Advisers; H2O Asset Management; Hansberger Global Investors; Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Natixis Asset Management; Natixis Multimanager; Ossiam; Reich & Tang Asset Management; Snyder Capital Management; and Vaughan Nelson Investment Management.
Natixis Global Asset Management, S.A. also includes business development units located across the globe, including NGAM UK Limited, which is authorised and regulated by the UK Financial Services Authority.
- Cerulli Quantitative Update: Global Markets 2011, based on December 31, 2010 AUM of $713 billion.
http://ngam.natixis.com
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