Why Vontobel relies on our Style Analytics solutions

Situation
Founded in 2012, the mtx franchise within the Vontobel Sustainable Equities division now manages over CHF13bn out of CHF53bn of total Vontobel equity assets. The mtx team, which is part of the Vontobel
multi-boutique offering, credits its success on their empirical, evidence-based investment approach, and the ability to prove value to clients and prospects.

Challenge
Vontobel was one of four funds shortlisted by a mid-sized pension fund. The objective of the pension fund was to find a fund that would allow them to tilt away from unbalanced style exposures of their overall portfolio and become more core focused. To win the mandate, Vontobel needed to demonstrate why and how their fund was the right fit, detailing how they best complemented the existing portfolio’s style while also demonstrating a range of risk and performance advantages.

Solution
Style Analytics Peer Insights™ and Similyzer™ proved to be the best solution to address Vontobel’s needs. Vontobel was able to select relevant comparison indicators and calculate the average style
variance to the pension funds’ existing portfolio and to the competitors. The solution helped to visually and factually prove why their fund was the best fit—and Vontobel was awarded the mandate.

Click here to download the full case study to learn the four key differentiators that made Style Analytics the right solution for Vontobel’s challenge.

 

 

 

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