Research proves it: For institutional portfolios, a systematic multi-factor approach offers greater diversification in terms of the investment universe and a better risk-return profile than traditional fundamental approaches.
Asset owners often manage their own bond portfolios or outsource them to traditional fundamental managers. However, both approaches may not tap into the breadth and depth of the full global universe and return sources. A data-driven, factor-based approach can open new potential for bond portfolios, complementing traditional fundamental approaches.
DATA-DRIVEN FIXED INCOME SOLUTIONS
Benefit from diversification and an optimised risk/return profile
Investment grade credit
Capture the return potential of corporate bonds with a systematic approach
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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Alternative performance drivers: While fundamental approaches often generate returns through an active carry strategy, Quoniam incorporates more sources of return such as value and momentum.
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TEAM HEADS PORTFOLIO MANAGEMENT
Our proven experts in fixed income investing
Dr Harald Henke has been with Quoniam Asset Management since November 2006. As Head of Fixed Income Strategy, he is responsible for the performance and public image of Quoniam’s Fixed Income products. Prior to this, he was Head of Fixed Income Research, where he was responsible for the development of quantitative models for corporate bonds and interest rate forecasts. Harald studied economics at the Goethe University in Frankfurt/Main. He completed his doctorate at the European University Viadrina in Frankfurt/Oder in the field of empirical market micro-structure analysis with a focus on capital markets of emerging markets.
Dr Veronika Herzberger, CFA joined Quoniam’s Fixed Income Portfolio Management team in April 2016 and has been Head of Fixed Income Portfolio Management since February 2022. Prior to joining Quoniam, Veronika worked for Erste Sparinvest KAG in Vienna, Austria and Talanx Asset Management GmbH in Cologne, Germany. At Talanx, she held the positions of fixed income portfolio manager and fixed income credit analyst with responsibility for analysing corporate and sovereign risks. Veronika studied economics at Vienna University of Economics and Business, where she also completed her doctorate in 2006. Her thesis was on corporate bonds denominated in euros.
MUTUAL FUNDS
Bonds
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“.
QFS-SICAV (Quoniam Funds Selection SICAV)
Management company: Union Investment Luxembourg S.A.
Portfolio management: Quoniam Asset Management GmbH
Quoniam Bonds MinRisk SGB
Management company: Union Investment Privatfonds 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.
