EFPA Luxembourg organizes the event :
"How to integrate Democracy Risk in Portfolio Management", with Philippe Bolopion, Managing Director at TOBAM - LBRTY® Strategy Lead - Investing in Democracy
TOBAM believes that the investment risk linked to authoritarian regimes needs to be addressed. That’s why we developed an original way to efficiently identify and manage it.
Country level exclusion is typical in a portfolio constructed solely based on “Exclusion”. TOBAM’s more comprehensive approach, incorporating stock level analysis, makes up for most of a global portfolio’s exposure to these risks.
TOBAM’s strategy aims to minimize the exposure to tyranny under a Tracking Error constraints. It looks to reduce exposure to autocracy by a ratio of 7 to 1 compared to 7 to 5 reduction when only excluding direct investment in non democratic countries.
For more information, you can reach EFPA Luxembourg at info@efpa.lu
