While institutional equity investors typically maintain a long-term investment perspective, navigating through short-term market disruptions often sparks challenging dialogues with stakeholders. Quoniam presents a solution with its diversified and systematic investment approach.
Asset owners have a number of options when it comes to their equity mandates, ranging from passive to high conviction strategies. Yet, many approaches introduce concentration risks that limit investors’ exposure to the full potential of the market. Quoniam offers a diversifying active management style based on science-based, data-driven investing that unlocks the potential of the equity universes while avoiding the extremes.
DATA-DRIVEN EQUITY SOLUTIONS
Benefit from diversification and an optimised risk/return profile
Emerging markets equities
Participate in opportunities in emerging markets
with a risk-reduced strategy.
Equities Climate Transition
Acknowledging the risks associated with climate change, but also capitalising on the opportunities.
Equities Enhanced Index ESG
Combining efficiency, sustainability & performance potential in an equity strategy.
Your advantages
We act science-based and systematic
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Larger investment universe: Quoniam’s data-driven approach efficiently analyses the global investment universe, providing access to more sources of return. -
High diversification: Portfolios hold a large number of small, active positions, resulting in high diversification and low tracking error.
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New return sources: Our alpha forecasts are based on more than just simple accounting and price data. We also incorporate information from our academic research to enhance our forecasts.
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TEAM HEADS PORTFOLIO MANAGEMENT
Our proven experts in equity investing
Ralf Flad is Head of Equities Strategy. Ralf was one of the first employees of Quoniam Asset Management and has been working on the development of our investment processes since 1997 – before Quoniam was established. He studied industrial engineering at the University of Karlsruhe (KIT), Germany.
Norman Lins, CFA is Head of Equities Portfolio Management and a member of the Sustainable Investing Committee. He joined Quoniam in 2001 and has held various roles within the company. Norman started his career at J.P. Morgan Investment Management after studying business administration at Julius-Maximilians University in Würzburg.
MUTUAL FUNDS
Equities
Here you can find further information on Quoniam’s approach to “sustainability risks” and “adverse sustainability impacts”.
DISCLAIMER
Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found in English on union-investment.lu under the heading “Downloads“.
Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found on effectual.fund under the heading “Fund Information”.
QFS-SICAV (Quoniam Funds Selection SICAV)
Management company: Union Investment Luxembourg S.A.
Portfolio management: Quoniam Asset Management GmbH
UniInstitutional European MinRisk Equities
Management company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH
Effectual Capital Fund SICAV S.A. – Global Sustainable Equities
Management company: ONE Fund Management S.A.
ESG and Porfolio Consultant: Effctl Capital GmbH
Portfolio management: Quoniam Asset Management GmbH
Interested?
Get in touch with me.
We would be happy to talk to you about your investment goals and their implementation. Contact me and we will analyse, without obligation, which strategy is the most suitable for you.
Contact
Jorre Willemse
PUBLICATIONS
Knowledge at your fingertips
We do not only derive ideas from external sources. We also contribute actively to the debate by publishing journal articles and white papers.
