Swell Asset Management and Koris International have signed a technological and commercial partnership which aims at implementing investment solutions for institutional investors and large companies’ cash reserves.
The proposed solutions will enable combining the latest risk control technologies developed by Koris International through a core-satellite approach with variable calibration, and the tactical allocation range of tools developed by Swell Asset Management.
Olivier Ramé (pictured), president and co-founder of Swell Asset Management, says: “I am pleased with this partnership which allows us to combine two very complementary visions of asset management. The proposed solutions will enable investors to improve the financial performance of their medium-term investments in an ultra-low interest rate environment.”
Jean René Giraud, chief executive and co-founder of Koris International, says: “This agreement reflects Koris’ wish to forge privileged relationships with the actors whose solutions are best suited to the needs of financial investors. This is particularly the case with Swell Asset Management whose strict and transparent application of their tactical allocation proven techniques is nicely complementing our dynamic risk budgeting models.”
NExT AM, which plays a major role in the emerging of new expertise and entrepreneurial talents in the field of asset management, holds an ownership stake in Swell AM and has a long term relationship with Koris International.
The cooperation agreement involves a close collaboration between Swell Asset Management’s team and Koris International’s research and development forces.
The marketing and the financial management of solutions through dedicated mandates are handled by Swell Asset Management. Koris International will provide asset allocation advice based on its quantitative models.