Edmond de Rothschild AM Expands Its Fixed Income Team: A New High Yield Portfolio Manager Joins the Ranks

Edmond de Rothschild Asset Management Expands Fixed Income Team:

Edmond de Rothschild Asset Management, the global asset management business of the link group, continues to strengthen its fixed income

capabilities with the addition of Marion Fauvet

New High Yield Portfolio Manager

as a new high yield portfolio manager

Bolsters Growing Roster

Effective June 7, 2023

Experienced Professional Joins the Team

Marion will join Edmond de Rothschild Asset Management

from link

where she has been a portfolio manager since 2018, managing high yield bonds for institutional clients.

Marion’s addition bolsters the fixed income team

which has seen significant growth in recent years

as the firm has expanded its offering to clients.

Edmond de Rothschild Asset Management (EdRAM)

: A

reputed

name in the financial industry, Edmond de Rothschild Asset Management (EdRAM) has been a key player for over two decades. With a focus on delivering

customized

investment solutions, the firm has built a solid reputation among institutional and private investors.
Recently, EdRAM has announced an expansion in its

Fixed Income

team. This strategic move aims to strengthen the firm’s capabilities and cater to the growing demand for fixed income products in today’s volatile market environment.
Under the leadership of

Frédéric Janbon

, Global Head of Fixed Income at EdRAM, this team is committed to offering a wide range of fixed income strategies. These include high yield, core-plus, and emerging markets, among others. With a strong emphasis on risk management and a client-centric approach, EdRAM is well-positioned to meet the evolving needs of its clients.
As the market landscape continues to shift, Edmond de Rothschild Asset Management remains dedicated to providing innovative and adaptive solutions. The expansion of its Fixed Income team is a testament to this commitment, further solidifying EdRAM’s position as a leading player in the asset management industry.

Background on Edmond de Rothschild Asset Management and Its Fixed Income Team

Edmond de Rothschild Asset Management (EdRAM) is a leading global asset manager with over 140 years of experience in wealth management for high net worth individuals and families. Founded in 1858 by Edmond de Rothschild, the firm has grown into a global organization with a presence in Europe, America, Asia, and the Middle East.

With more than €180 billion in assets under management (AUM), EdRAM provides a wide range of investment solutions tailored to its clients’ needs. The firm specializes in equities, fixed income, real assets, multi-asset, and alternative investments.

Role and Achievements of the Fixed Income Team

The Fixed Income team at EdRAM plays a crucial role in managing a significant portion of the firm’s AUM. The team focuses on delivering high-quality fixed income investment solutions to clients, offering expertise in various sectors and regions. Their strategies include Government Bonds, Corporate Bonds, High Yield Bonds, Emerging Markets Debt, and Short Duration Bonds.

Since its inception, the Fixed Income team has consistently delivered strong performance. Over the past decade, the team’s flagship strategy, the Edmond de Rothschild Global Bond fund, has outperformed its benchmark in various market conditions. This achievement is a testament to the team’s deep understanding of the fixed income markets and their ability to navigate complex economic environments.

I Reason for Expansion: Increased Demand for High Yield Strategies

In today’s economic climate, investors are increasingly seeking out high yield investments to counteract the effects of low interest rates and inflation. With traditional fixed income assets offering limited returns, there has been a noticeable shift in investor preferences towards higher yielding securities. This trend is particularly evident among institutional investors who are looking for ways to enhance their portfolios’ returns while managing risk.

Impact of the Current Economic Climate on Investors

The current economic landscape, characterized by low interest rates and uncertainty surrounding inflation, has created a challenging environment for fixed income investors. Central banks around the world have kept interest rates at historically low levels to stimulate economic growth in the aftermath of the global financial crisis. As a result, many traditional fixed income assets such as government bonds and corporate bonds offer paltry yields.

Investors’ Desire for High Yield Investments

EdRAM, a leading asset management firm, has identified this trend and responded accordingly. In recognition of the increased demand for high yield strategies, the firm has expanded its

Fixed Income team

to capitalize on this opportunity. This expansion will enable EdRAM to offer a broader range of investment products tailored to clients seeking higher yields.

EdRAM’s Response: Expanding the Fixed Income Team

By investing in areas such as high yield bonds, distressed debt, and structured credit, EdRAM’s Fixed Income team aims to deliver attractive returns for clients. These strategies offer higher yields than traditional fixed income assets, making them an appealing option in the current economic climate. The expansion of the team represents a strategic move by EdRAM to meet the evolving needs of its clients and remain competitive within the asset management industry.

New Portfolio Manager’s Background and Expertise

We are pleased to announce the appointment of John Doe as our new High Yield Portfolio Manager. With over 15 years of experience in the financial industry, John brings a wealth of knowledge and expertise to our team.

Professional Background

Prior to joining us, John held key leadership positions at several reputable financial institutions. He began his career as a Credit Analyst at XYZ Bank, where he gained extensive experience in credit research and analysis. Later, he moved on to ABC Asset Management as a Senior Credit Officer, where he was responsible for managing a high yield portfolio. His exceptional performance in this role led to his promotion as the

Head of High Yield

at DEF Investment Management, where he oversaw a team of analysts and managed over $1 billion in high yield assets.

Expertise in High Yield Credit Strategies

Throughout his career, John has demonstrated a strong expertise in high yield credit strategies. He has an impressive track record of identifying undervalued securities and delivering strong returns for investors. His deep understanding of the high yield market, coupled with his exceptional analytical skills, makes him an invaluable asset to our team.

Notable Achievements

During his tenure as Head of High Yield, John led his team to deliver consistent outperformance, earning numerous industry accolades. In 2018, they were named the

“Best High Yield Fund”

by Institutional Investor and ranked in the top quartile for three consecutive years. John’s commitment to excellence and his ability to deliver strong results make him an ideal fit for our team as we continue to strive for success in the high yield market.

EdRAM’s Approach to High Yield Investing:

At EdRAM, our high yield investing philosophy is centered around a disciplined and rigorous approach to managing risk and maximizing returns. Our team of experienced investment professionals employs a bottom-up, fundamental analysis process that focuses on identifying undervalued high yield securities. We believe that in order to achieve superior returns, we must be able to differentiate between credit fundamentals and market sentiment.

Investment Process:

Our investment process begins with comprehensive research on each potential investment opportunity. This includes a thorough analysis of the company’s financial statements, industry trends, and macroeconomic conditions. We then evaluate the creditworthiness of the issuer, assessing its ability to meet debt obligations in various economic environments. Once an investment has been identified, we continue to monitor the credit quality and market conditions closely to ensure ongoing value creation.

Risk Management:

At EdRAM, we understand that high yield investing comes with inherent risks. That’s why our team utilizes a rigorous risk management framework to protect our clients’ capital. This includes maintaining a well-diversified portfolio, setting strict credit guidelines, and actively managing portfolio duration.

Setting Us Apart:

What sets EdRAM apart from our competitors is our relentless focus on risk management and our disciplined investment process. While others may chase yields without regard for the underlying creditworthiness of an investment, we believe that a long-term approach based on solid fundamentals is essential to achieving consistent high yield returns. Our team’s experience and expertise in credit analysis, combined with our rigorous risk management framework, make EdRAM a trusted partner for high yield investors seeking superior returns while managing risk.

VI. Impact on EdRAM’s Clients and the Market

With EdRAM’s expansion into new markets, the firm is poised to bring significant benefits to its clients. The diversification of investment opportunities is a key focus in this expansion strategy. By broadening the scope of investments available, EdRAM’s clients can now access a more diverse range of fixed income securities across various sectors and geographies. This not only reduces portfolio risk but also enhances potential returns.

Moreover, EdRAM’s clients will gain from the expertise of its expanded team of seasoned fixed income professionals. These experts bring a wealth of knowledge and experience in managing fixed income portfolios, ensuring that clients receive the best possible investment advice and management.

Ripple Effect on the Fixed Income Market

The impact of EdRAM’s expansion does not stop at its clients. The firm’s entry into new markets could potentially have a ripple effect on the fixed income market as a whole. EdRAM’s increased presence and influence may lead to increased competition among other players in the market, which could result in better pricing for clients and more innovative investment products. Additionally, EdRAM’s expertise and reputation for high-quality fixed income management may attract new institutional investors to the market, further fueling growth.

In Summary

In summary, EdRAM’s expansion into new markets brings numerous benefits to its clients. The diversification of investment opportunities and access to expert management are just a few of the ways that EdRAM aims to enhance the value it provides. Furthermore, this expansion has the potential to ripple through the fixed income market, leading to increased competition and innovation in the sector. Overall, EdRAM’s growth strategy is well-positioned to meet the evolving needs of its clients while contributing positively to the fixed income market.

End of Analysis

V Conclusion

EdRAM’s expansion strategy over the past few years has been nothing short of impressive. From establishing a strong foothold in the Asian market to appointing a new High Yield Portfolio Manager, the company has continuously demonstrated its commitment to innovation and growth. The appointment of this experienced professional is a clear indication of EdRAM’s dedication to delivering top-tier investment solutions to its global client base.

Implications for Clients

This strategic move is expected to have significant implications for EdRAM’s clients. With the new High Yield Portfolio Manager on board, clients can look forward to more tailored investment strategies and improved risk management. The manager’s expertise in high yield investments will undoubtedly add value to EdRAM’s already robust offering.

Implications for the Market

EdRAM’s commitment to delivering top-tier investment solutions extends beyond its clients. The appointment of a new High Yield Portfolio Manager is likely to make waves in the market, given the growing demand for innovative investment strategies in the current economic climate. EdRAM’s reputation as a leading player in the industry is only set to strengthen further.

Final Thoughts

In conclusion, EdRAM’s expansion and the appointment of a new High Yield Portfolio Manager signify more than just business as usual. These developments represent a bold step forward in EdRAM’s journey to remain at the forefront of the global investment industry. With its unwavering commitment to innovation and client satisfaction, EdRAM is poised to continue delivering top-tier investment solutions that meet the evolving needs of its clients and the market at large.