The philosophy
Leverage the opportunities offered by ultra short-term corporate bonds through an SRI approach.
An all-weather strategy
aiming for positive performance in various market conditions
Bottom-up selection
as main source of added value
An attractive Sharpe ratio
thanks to very low volatility
Proprietary research resources
22 credit analysts, 9 quantitative analysts, 4 market strategists, 7 ESG & CSR strategists
Stable and experienced team
with the same lead portfolio manager since inception
Source: Ostrum AM, 31/12/2024
Reasons to consider
Bottom-up issuer selection is the main alpha driver. The investment team selects issuers based on proprietary credit research to identify the best investment opportunities. Resilience through the economic cycle and cashflow visibility are the key features for investment decisions.
Euro-denominated ultra-short-term bonds are the core of the strategy. The investment team also targets non-euro-denominated bonds when arbitrage opportunities arise (currency risk hedged). The team also has the flexibility to invest in a broad universe, including money market securities, MTNs, etc. to uncover the best available risk-adjusted returns.
As part of its SRI approach, the strategy takes into consideration three main criteria when selecting securities: a lower carbon intensity, a better ESG rating, and stronger anti-corruption policies than the reference index. The team also integrates ESG into their investment decisions based on in-house proprietary research.
For investors looking for steady and attractive returns, ultra-short term credit can offer the right solution.”
– Emmanuel Schatz, Portfolio manager, Ostrum Asset Management
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Risks to consider
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
The team
Experienced investment team.
Emmanuel Schatz
Senior Portfolio Manager, Expert Leader, Credit & ABS
Ostrum Asset Management
Julien Petit
Credit portfolio manager
Ostrum Asset Management
The firm
Ostrum Asset Management is a responsible European institutional investment management leader, supporting investors offering both:
- asset management solutions on the back of its long-standing insurance-related and fixed-income management expertise (stocks and bonds);
- investment services thanks to their innovative technological platform.
Paris
France
350+
Employees
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