‘ Ossiam ’

Morningstar reports slowdown in Europe-listed ETF flows

Sep 20th, 2017 | By
Amundi lists distributing share class of Euro Stoxx 50 ETF on Xetra

After registering dynamic growth in the first half of the year, demand for Europe-listed ETFs slowed considerably in August, according to Morningstar’s monthly ETF asset flows analysis.

Ossiam Shiller Barclays CAPE US Sector Value ETF reaches $1bn in AUM

Jul 24th, 2017 | By
New BMO ETF introduces Shiller CAPE strategy to Canada

Ossiam has reported that the Ossiam Shiller Barclays CAPE US Sector Value UCITS ETF (LON: UCAP) passed the $1 billion AUM milestone in June. The ETF uses the cyclically adjusted price-to-earnings (CAPE) ratio, developed jointly by Barclays and Nobel Prize-winning economist Professor Robert Shiller, as a valuation driver in a sector rotational strategy. Professor Shiller said: “I feel grateful to the people at Ossiam and at Barclays for the careful work they have done to make the CAPE products a reality for so many people.”

Ossiam adds ESG screening to US minimum variance ETF

Jun 21st, 2017 | By
UBS cross-lists four EUR-hedged sustainability ETFs on Deutsche Börse

Smart beta ETF provider Ossiam has announced it is implementing changes to the Ossiam US Minimum Variance ETF to include ESG screening and switch from synthetic to physical replication. As a result, the name of the ETF will change to Ossiam US Minimum Variance ESG ETF (LON: USMV).

Barclays expands Shiller CAPE index family

May 3rd, 2017 | By
New BMO ETF introduces Shiller CAPE strategy to Canada

Barclays has unveiled the Shiller Barclays CAPE Single Stock Indices, adding to the series of equity sector indices designed jointly by Nobel Prize-winning economist Professor Robert Shiller and Barclays.

Ossiam launches global multi-asset smart beta ETF

Feb 6th, 2017 | By
Ossiam launches global multi-asset smart beta ETF

Ossiam has expanded its suite of smart beta ETFs with the launch of the Ossiam Global Multi-Asset Risk-Control ETF. The ETF is a fund-of-funds which invests in other ETFs to gain global exposure to a variety of asset classes while controlling the maximum drawdown of the total portfolio to 8%. Bruno Poulin, CEO of Ossiam, commented: “Risk control serves to control losses in the event of major market corrections. The fund is aimed at investors who seek relatively low and clearly limited risk.”

Ossiam lists European high dividend equities ETF on Xetra

Dec 16th, 2016 | By
Ossiam lists European high-div low-vol ETF on Xetra

Ossiam has launched the Ossiam iStoxx Europe Minimum Variance High Dividend UCITS ETF (Xetra: OSXN), offering investors access to European equities with high dividend yields, while minimising portfolio volatility through a smart beta optimization process. The fund may suit investors searching for higher income in a world of lower-for-longer yields, while simultaneously seeking to protect wealth against increased market volatility caused by major geopolitical events such as Trump’s election and Brexit.

Source and Rothschild RBIS launch US low vol equal risk ETF

Oct 5th, 2016 | By
Invesco PowerShares launches five European equity factor ETFs

European exchange-traded fund provider Source has launched the Source RBIS Equal Risk Equity US UCITS ETF (LON: RUQR) in partnership with Risk Based Investment Solutions (RBIS), a subsidiary of Rothschild & Co. The ETF follows an equal risk contribution concept and aims to provide large-cap US equity exposure with lower volatility than traditional market cap-weighted strategies. Chris Mellor, Executive Director, Equities Product Management, at Source, commented: “We believe that this form of risk control offers a significant step forward beyond volatility targeting and minimum variance strategies.”

First Trust launches two actively managed low volatility ETFs

Aug 26th, 2016 | By
First Trust launch two actively managed low volatility ETFs

First Trust has launched two new actively managed ETF on the NYSE that seek to capture upside price movements in rising markets and reduce downside risk when markets decline. Sub-advised by Horizon Investments, the funds use a proprietary quantitative rules-based investment process to manage volatility. Robbie Cannon, President & CEO at Horizon, said: “In this low interest rate environment, we are seeing all kinds of investors participating more and more in equity markets, even those who traditionally looked to fixed income markets…And while they want equity exposure, they naturally are looking for lower risk and lower volatility products.”

ETF provider Ossiam signs UN Principles for Responsible Investment

Jun 13th, 2016 | By
Ossiam launches global multi-asset smart beta ETF

Specialist smart beta exchange-traded fund provider Ossiam has signed the UN-supported Principles for Responsible Investment (PRI), representing a global network of asset managers, owners and service providers working together to put ethical investment into practice. Bruno Poulin, CEO of Ossiam, commented in a statement: “Since establishment Ossiam has maintained a responsible ethos in the investment strategies and funds we develop, as well as in our interaction with clients and partners and our views on the future of smart beta and exchange-traded funds. We are therefore very pleased to formalise our alignment with these values by joining Principles for Responsible Investment.”

Ossiam launches smart beta currency-hedged Japan Minimum Variance ETF

Mar 10th, 2016 | By
Nikko: Japan’s inflation and monetary policy outlook

Ossiam, a leading provider of smart beta exchange-traded funds, has launched the Ossiam Japan Minimum Variance UCITS ETF on the Xetra Exchange. The fund provides euro-hedged exposure to the performance of the most liquid Japanese stocks in the S&P/TOPIX 150 Index, while minimising portfolio volatility through an optimisation process.