SYZ Asset Management strengthens and expands its Multi-Asset offering
(Thomson Reuters ONE) -
Banque SYZ SA /
SYZ Asset Management strengthens and expands its Multi-Asset offering
. Processed and transmitted by NASDAQ OMX Corporate Solutions.
The issuer is solely responsible for the content of this announcement.
Geneva, 10 March 2016 - At a time when markets are offering historically low
yields and heightened volatility, multi-asset strategies have a good opportunity
to prove their mettle and meet investor expectations. SYZ Asset Management, the
institutional management division of the SYZ Group, is capitalizing on its
expertise and newly acquired skills to add two new strategies to its range:
Active Allocation and Risk-Based Allocation.
SYZ Asset Management has successfully offered Multi-Asset investment solutions
to institutional investors for over 15 years, including an Active Allocation
strategy since 1999 and the well-established Absolute Return strategy since
2003, both known for their active allocation style based on in-depth analysis of
the macro-economic framework.
New skills
Recent arrivals in 2015 have brought new skills to SYZ Asset Management, which
now offers a comprehensive range of Multi-Asset products. Hartwig Kos, Co-Head
of the Multi-Asset team and Vice-CIO, has contributed in expanding research to
cover new markets, currencies and asset classes. Using proprietary models, the
two managers Guido Bolliger and Claude Cornioley have brought expertise in
dynamic portfolio coverage as well as risk-based portfolio construction thanks
to their recognised quantitative investment approach.
An expanded range
The addition of these skills has made it possible to add two new strategies to
the existing range. Hartwig Kos, building on his experience of managing a multi-
asset fund at Baring Asset Management, took over from 1 January the lead-
management of OYSTER Multi-Asset Diversified. In collaboration with Fabrizio
Quirighetti, Co-Head of the Multi-Asset team and CIO, he is targeting a similar
performance to stock markets by adopting a dynamic capital allocation approach,
but with less risk. Guido Bolliger and Claude Cornioley, two managers who bring
strong quantitative skills, particularly at Dynagest, Olympia Capital and Julius
Baer, lead the Risk-Based Allocation strategy. This strategy has a target of
two-thirds of the performance of certain specified stock markets, with an aim of
achieving this with one third of the corresponding risk. These two complementary
approaches join the Absolute Return strategy, which aims to protect capital
while offering a comparable risk-return profile to bond investments.
In the United Kingdom, SYZ Asset Management offers two UK-registered funds:
OYSTER Absolute Return GBP and OYSTER Multi-Asset Absolute Return EUR.
A solid investment process
All these multi-asset strategies share the benefits of a common and formalised
3-leg investment process that has been developed and refined over 15 years:
Economic Cycle Analysis, a detailed and standardised macro-economic analysis of
the leading global economies, Asset Valuation Analysis, focussed on asset class
valuations and the Investment Strategy Group, which ranks investment preferences
based on the first two analyses. This shared investment process drives asset
allocations in the various funds according to their specific objectives and risk
profiles.
"I am delighted with the developments in SYZ Asset Management's Multi-Asset
team. The expansion in asset classes covered addresses timing and asset
allocation issues in an economic context of historically low rates, greater
market volatility and less stable correlations between assets," says Fabrizio
Quirighetti, Chief Investment Officer at SYZ Asset Management.
For further information, please contact:
Moreno Volpi
Tel.: +41 (0)58 799 16 98
E-mail: moreno.volpi(at)syzgroup.com
Administrative Information
OYSTER Absolute Return GBP
+-------------------------+--------------+----------+-----------+
| Available share classes | ISIN | Mgmt Fee | Perf. fee |
+-------------------------+--------------+----------+-----------+
| Class I M GBP | LU1130232017 | 0.50% | - |
+-------------------------+--------------+----------+-----------+
| Class R GBP D | LU1130245779 | 0.50% | - |
+-------------------------+--------------+----------+-----------+
Risk profile:
Lower risk Higher risk
Potentially lower risk Potentially higher
risk
1 2 3 4 5 6 7
OYSTER Multi-Asset Absolute Return EUR
+-------------------------+--------------+----------+------------------------+
| Available share classes | ISIN | Mgmt Fee | Perf. fee |
+-------------------------+--------------+----------+------------------------+
| Class I M EUR PR | LU1130167288 | 0.50% | Max. 10.00 (Relative)* |
+-------------------------+--------------+----------+------------------------+
* The percentage indicated for the performance fee applies to net annual
outperformance relative to the following benchmark: BofAML Euro LIBOR 1 Month
Constant Maturity TR EUR
Risk profile:
Lower risk Higher risk
Potentially lower risk Potentially higher
risk
1 2 3 4 5 6 7
The prospectus, the key investor information documents, the articles of
association and the annual and semi-annual reports on the funds are available
from the representative and payment agents.
Note to the Editor
About SYZ Asset Management*
SYZ Asset Management, the institutional asset management division of the SYZ
Group, provides investment solutions to Swiss and international institutional
investors, such as pension funds, insurance companies, corporations and
investment funds. SYZ Asset Management meets the highest standards in terms of
institutional management and service to its clients using its own resources as
regards economic research and financial analysis as well as in portfolio
management and risk management.
*Any reference to SYZ Asset Management (SYZ AM) in this document, should be
construed as being a reference to any one or more of the legal entities, listed
below, dependent on the particular jurisdiction in which the document is
published, subject to the investment products and services referred to herein
being available to potential investors or categories of investors in such
jurisdictions.
SYZ Asset Management (Luxembourg) SA, SYZ Asset Management (Suisse) SA, SYZ
Asset Management (Asia) Limited, SYZ Asset Management (Europe) Limited, SYZ
(France) SAS
About SYZ Group
Founded in 1996 in Geneva, Swiss banking group SYZ focuses exclusively on asset
management via two complementary pillars: high-end private banking and asset
management. SYZ employs 575 staff and has CHF 39 billion in assets under
management (EUR 36 billion, USD 39 billion). Headquartered in Geneva, the Group
also has offices in Zurich, Lugano, Locarno, Milan, Madrid, Barcelona, Bilbao,
Zaragoza, London, Luxembourg, Brussels, Paris, Dubai, Johannesburg, Miami,
Nassau and Hong Kong.
www.syzgroup.com
About OYSTER Funds
OYSTER is SYZ Asset Management's UCITS investment fund range, developed by SYZ
Asset Management to address the needs of a diversified client base including
professionals. With a strong commitment to performance, this Luxembourg SICAV
comprises nearly 30 sub-funds, covering a variety of asset classes, markets and
investment styles. OYSTER is currently registered and/or distributed in various
European and Asian countries through a vast distribution network. To satisfy a
discerning and demanding client base, SYZ Asset Management entrusts management
of its OYSTER funds to internal and external fund managers. A number of
strategies have resulted in certain sub funds being the recipients of
internationally recognised awards.
www.oysterfunds.com
This document has been issued in the UK by SYZ Asset Management (Europe) Limited
(authorised and regulated by the FCA with reference number 666766)
Contacts
OYSTER Sicav SYZ Asset Management
11-13 Boulevard de la (Luxembourg) SA
Foire 54 rue Charles Martel
L-1528 Luxembourg L-2134 Luxembourg
info(at)oysterfunds.com Tel. : +352 26 27 36 1
REPRESENTATIVES
Switzerland Germany Italy
---------------------------- ------------------------- ------------------------
Service de paiement Zahlstelle Soggetto incaricato dei
Banque SYZ SA BHF-BANK AG pagamenti
Rue du Rhône 30 Bockenheimer RBC Investor Services
CH-1204 Genève Landstrasse 10 Bank SA Succursale di
Tel. : +41 (0)58 799 19 05 D-60323 Frankfurt Milano
Tel.: +49 (0)69 Vie Vittor Pisani 26
718 22 75 I-20124 Milano
Tel.: +39 02 305 756 1
Soggeto incaricato dei
France pagamenti
------------------------- State Street Bank SpA
Représentant Agent centralisateur Via Col Moschin 16
SYZ Asset Management BNP Paribas Securities I-20136 Milano
(Suisse) SA Services Tel.: +39 02 879 671 53
Rue du Rhône 30 9 rue du Débarcadère
CH-1204 Genève F-93500 Pantin Soggeto incaricato dei
Tel.: +41 (0)58 799 19 05 Tel. : pagamenti
+33 1 57 43 12 58 Société Générale
Securities Services SpA
Via Benigno Crespi
19/A-MAC 2
Spain Austria I-20159 Milano
---------------------------- ------------------------- Tel.: 39 02 917 846 61
Entidad comercializadora Zahlstelle
Allfunds Bank Raiffeisen Bank Soggeto incaricato dei
C/ Estafeta Nº6 (La International AG pagamenti
Moraleja) Am Stadtpark 9 Allfunds Bank SA
Complejo Pza. de la A-1030 Wien Via Santa Margherita 7
Fuente- Edificio 3 Tel.: +43 (0)1 717 070 I-20121 Milano
28109 Alcobendas Tel.: +39 02 896 283 01
Tel.: +34 (0)91 274 64 00
Belgium Sweden
------------------------------------------------------
Agent financier - Paying Agent
Financiële agent MFEX Mutual Funds
Caceis Belgium SA Exchange AB
Avenue du Port 320 Linnégatan 9-11
Havenlaan 86C b 114 47 - Stockholm
B-1000 Bruxelles Sweden
Tel. : +32 (0)2 209 26 40 Tel.: +46 (0)8
559 03 650
United Kingdom
----------------------------
Representative
SYZ Asset Management
(Europe) Limited
Authorised and Regulated
by the FCA
Southwest House
11a Regent Street
London SW1Y 4LR
Tel: +44 (0) 20 30 400 500
Disclaimer
Oyster SICAV is an open-ended multi-fund investment company established and
regulated in Luxembourg and is managed by SYZ Asset Management (Luxembourg) SA
which is described in this document as "SYZ Asset Management". Oyster SICAV is
recognised by the FCA under s. 264 Financial Services and Markets Act 2000 with
reference number 534187. This document has been issued in the United Kingdom by
SYZ Asset Management (Europe) Ltd (authorised and regulated by the FCA (with
reference number 666766). SYZ Asset Management (Europe) Ltd market the Oyster
SICAV in the UK and copies in English of the SICAV's current Prospectus and Key
Investor Information Document can be obtained from them. Instructions to
purchase or redeem shares of any class available to UK Investors can also be
placed with them. Potential investors in the United Kingdom are advised that
none of the protections afforded by the UK regulatory system will apply to an
investment in any Oyster SICAV sub fund and that compensation will not generally
be available under the Financial Services Compensation Scheme. An investment in
sub-funds of Oyster SICAV involves risks that are more fully described in the
Prospectus. The content of this advertisement is provided solely for information
purposes and constitutes neither a recommendation to buy or sell. Always
consider taking independent investment advice from a person authorised and
regulated by the FCA prior to investing.
Press release mutli-asset:
http://hugin.info/166509/R/1993346/733841.pdf
This announcement is distributed by GlobeNewswire on behalf of
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(i) the releases contained herein are protected by copyright and
other applicable laws; and
(ii) they are solely responsible for the content, accuracy and
originality of the information contained therein.
Source: Banque SYZ SA via GlobeNewswire
[HUG#1993346]
Unternehmensinformation / Kurzprofil:
Datum: 10.03.2016 - 11:25 Uhr
Sprache: Deutsch
News-ID 456567
Anzahl Zeichen: 15329
contact information:
Town:
Genève 11
Kategorie:
Business News
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"SYZ Asset Management strengthens and expands its Multi-Asset offering"
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