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| Fund Managers |
Our team of financial analysts pursue a two-tier fund-picking
process:
- A quantitative approach, identifying the most attractive
risk/return profiles.
- A qualitative approach which determines whether past
performance can be sustained going forward.
To this end, we draw on the experience of international
specialists in financial management.
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BlackRock
CapitalAtWork
Dexia Asset Management
DNCA Finance
Fidelity Investments
Financière de l'Echiquier
Fortis
Franklin Templeton
Gartmore
Insight Investment
Invesco
JPMorgan Asset Management
KBL Richelieu Finance
Robeco
Rothschild & Cie Gestion
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Since it was founded in 1988, BlackRock® has become a premier provider of global investment management and one of the largest asset management companies with more than US$1.3 trillion assets under management and clients in more than 60 countries. After a series of successful mergers and acquisitions, BlackRock is now able to propose a broad range of investment solutions across equity, fixed income, cash management and other alternative investment strategies. With more than 50 offices, 5.500 employees and over 700 investment professionals around the world, BlackRock
can benefit from its global infrastructure and local expertise to provide clients with high-level asset management, investment solutions and risk management tools.
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| Capital@Work is a leading European asset management firm, managing assets for institutional and private clients worldwide. Founded in 1990, Capital@Work has 8 offices throughout Europe. The Capital@Work objective is to protect and increase our client's wealth through above average investment returns and below average risk. They think this ambitious goal can be achieved with a simple and straightforward investment strategy: the ownership of high quality but undervalued assets. For several years, Capital@Work has delivered outstanding results in various assets classes. Capital@ Work has won several Micropal and Morningstar awards. This excellent track record is the result of Capital@Work's value-oriented investment philosophy, based on rigorous analysis of the enterprise value and the free cash flow generation of each company. |
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Dexia Asset Management, the asset management division of the Dexia group, offers Private Estate Life the expertise of a multi-specialist in asset management. The investment process implemented consists of a rigorous approach to portfolio structuring; the goal is to achieve steady and lasting performance. This daily performance has been recognised by scores of international awards presented by licensed specialists, including Moody's, Micropal, La Tribune, La Vie Financière and others.
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DNCA Finance, founded in 2000 by finance professionals, is an independent management company that has received accreditation from the AMF, the French Financial Authority. It has attracted experienced and well-known managers.
Since April 2007, DNCA FINANCE is owned by the Gruppo Banca Leonardo. The participation of this Italian group allows managers to operate in complete
objectivity, according to their beliefs and acting only in the customers’ best interests. DNCA Finance’s management philosophy is based upon “stock-picking,” a non-index management strategy relying on a meticulous, structured investment process, whose primary goal is to optimise the risk/return ratio. Only a free and active management strategy able to break away from the indices can achieve top-level performance over the long term while reducing the risks associated with market volatility.
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Fidelity International Limited (FIL) was founded 40 years ago and manages over 167.1 billion EUR for million investors worldwide (31/03/2008). Fidelity's investment strategy differs from the other fund managers' strategy as it is based on an approach "bottom-up" and an in-depth analysis of the companies.
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Financière de l'Echiquier
- A leader in “stock-picking” management for European securities
- 15 years of absolute performance
- Asset management for private and institutional investors.
All of Financière de l’Echiquier’s investment decisions result from its "stock picking" management process. This process, used systematically since the company’s creation in 1991, gives primary importance to qualitative and quantitative criteria such as the quality of the executive team or the quality of a company’s financial structure. The investment strategy is either “GARP” or “value” oriented, uncorrelated with the indices, and able to give managers who seek absolute performance wide room to manoeuvre. Financière de l’Echiquier was named “Best Equity Manager” for its entire line by Lipper France in 2004 and was elected the best performing French management company in France in 2005 by the Alpha League Table (Europerformance-Edhec-Risk).
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Fortis Investments is a multi-centre, multi-product global asset management company. As a result of the integration of the asset management activities of ABN AMRO Asset Management, Fortis Investments has assets under management of EUR 218 billion*, with over 50% of its revenues generated from third-party clients. With dominance and strength in Europe, a substantial position in Asia and an enlarged footprint in the Americas, the company has a true global presence, with sales offices and some 40 dedicated investment centres located around the world. Fortis Investments offers international investment solutions while meeting the requirements of local investors, both institutional and wholesale retail. Employees in the combined entity number over 2000, of whom around 600 are dedicated investment professionals. Activities range from institutional portfolio management to the development and management of mutual funds, such as the Fortis L Fund, which has some 160 sub-funds. Fortis Investments is a client-driven organisation that uses a disciplined investment process to satisfy its clients’ varied needs.
*All proforma figures per April 1 2008
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Franklin Templeton Investments is a worldwide group constituted of four investment managers founded in the United States in the early 40's: Franklin, Templeton, Mutual Series and Fiduciary Trust. By sharing their knowledge of the financial markets, these companies have facilitated the development of four independent management teams using different investment styles that complement each other.
Listed on the New York, San Francisco and London Stock Exchanges through its holding company Franklin Resources Inc, the group today employs close to 7000 employees in 50 offices worldwide. With more than USD 450 billion assets under management (as of June 30, 2005) and 11 million client accounts, this world leader concentrates all its expertise on one sole business: the management of investment funds. |
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Gartmore adopts a team-based approach to investment management. The heart of Gartmore philosophy lies in the discovery of the unexpected; the ability of a company to generate earnings that will exceed or be sustained beyond market expectations. Share prices usually reflect what the market expects. Gartmore aims to seek out companies where we believe the market has underestimated the prospects for earnings. Just as importantly, Gartmore aims to avoid those where future earnings are likely to disappoint. The main differentiating feature of Gartmore's research process is Gartmore's unique approach to identifying and quantifying unexpected earnings. At the heart of this approach is a comprehensive assessment of industry and franchise dynamics. Risk management is an integral part of the Gartmore's equity investment process and aims to provide better returns per unit of risk. Gartmore manages risk on four levels – stock, sector, country and portfolio.
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Insight Investment Management (Global) Limited (‘Insight’) is an industry-leading UK-based asset management company. It is a private limited company and a wholly owned subsidiary of the HBOS Group, one of the largest banking groups in Europe.
Our parentage brings the benefits of strategic strength and stability, whilst at the same time we also function autonomously. This ensures a clear focus on understanding the marketplace and providing solutions that help us to achieve our clients’ objectives.
The origin of the Insight brand lies within Clerical Medical, one of the UK’s oldest investment managers having been founded in 1824, that was re-branded Insight Investment Management Limited in 2002. In January 2003 Insight proceeded to announce its acquisition of Rothschild Asset Management who had been managing money since 1804. Since this time, Insight has appointed a new executive body and restructured its investment platform to be able to provide clients with a new and broader range of investment solutions. We are one of the largest UK-based fund managers with €152.9 billion of assets under management as at 30 September 2007. We manage money for private investors, pension funds, insurance groups and other institutions, as well as providing the investment expertise.
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INVESCO Asset Management is part of the AMVESCAP group, one of the biggest managers of independent funds in the world. AMVESCAP in figures:
- Over USD 373.2 billion in assets managed, as of 30 June 2005, for clients spread all over the world;
- Over 600 investment specialists, who contribute to maintaining and developing unique expertise vis-à-vis the competition;
- Some 6,500 employees, who will provide optimal monitoring for clients, whether institutional or private;
- A share listed on the major international exchanges and forming part of the FTSE 100 and MSCI World. |
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JPMorgan Fleming Asset Management, the asset management arm of JPMorgan Chase, is one of the largest investment management houses in the world, managing over USD 828 billion on behalf of private and institutional investors around the world.
JPMorgan Fleming offers expertise in a broad range of asset classes, including equities, fixed income, liquidity, managed currency and hedge funds and invests across all major markets and also emerging market regions. In this way, JPMorgan Fleming Asset Management aims to offer its clients the widest range of investment solutions to help them meet their objectives. JPMorgan Fleming's investment teams are spread across Europe, the Americas, Japan and Asia-Pacific. |
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Richelieu Finance Gestion Privée is a management company founded in 1985 by stockbroker Gérard Augustin-Normand.
Today the company has 80 employees and manages over 4 billion euro in assets. Richelieu Finance is characterised by one primary activity: third-party asset management. Its “cardinal management,” executed in complete independence, is an active management strategy at the opposite end of the spectrum from index management. It is based on analysing a company's fundamentals, without restrictions on sector or capitalisation size, and meticulously selecting stocks that are undervalued by the market. |
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| Founded in 1929, Robeco is both the oldest fund manager in Continental Europe, and the inventor of the SICAV concept. Today, it is one of Europe's leaders in asset management with more than EUR 120 billion under management (June 2005) for more than one million retail investors and 700 institutional customers. Thanks to the quality of its management methods and its rigorous and disciplined investment process, the long-term performance of funds managed by Robeco has an excellent track record. Robeco is now a wholly-owned subsidiary of Rabobank, one of the most solid financial groups in the world. |
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The Rothschild name has appeared in financial history since the 18th century when Mayer Amschel Rothschild sent his five sons to establish themselves
throughout Europe (Paris,London, Francfurt, Vienna and Naples), that symbolise today the five arrows in the family emblem.
The Rothschild & Cie Banque Group, which was inherited from the Banque rue Laffitte (created in 1817 by James de Rothschild) was founded in 1982 by Eric and
David de Rothschild. Rothschild & Cie Gestion is 100% owned by Rothschild & Cie Banque. Its sole activity is to manage assets for third parties.
It has on 31th March 2007 over € 17 billion assets under management through a range of funds invested in all types of assets (equity, bonds, alternatives,...) in all geographic zones.
Its aim is to meet the needs of the Institutional clients, Private Banks and Independant Financial Advisors, in terms of performance as well as in terms of
service.
In April 2007, the Fitch Ratings agency attributed the rating "AM2-" to Rothschild & Cie Gestion for its collective and institutional management as well as
multi management.
This rating stands for "an excellent level of quality in terms of security and risk management related to the activities of asset management".
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About Altraplan
