Rothschild Asset Management Risk-Based investment solutions Rothschild Asset Management Risk-Based investment solutions In this sectionAsset ManagementActive / Conviction managementAlternative & Open-Architecture investment solutionsRisk-Based investment solutions Our main goal is consistency and risk control. Based in London and New York, our process integrates a proprietary technology that uses cutting-edge, risk-based weighting strategies. We offer unconstrained solutions in a range of single and multi-asset classes including equity, fixed income and commodity, whilst providing a transparent, consistent and risk-based approach. Our expertise We provide efficient alternatives to conventional “cap-weighted” (equity) or “debt-weighted” (bond) portfolios, which can also be tailored to meet each investor's objectives. Indeed, our approach uses risk contribution as the input in the model that determines weights, whereas market cap weighting uses size as the input to define weights and treats risk contribution as a random consequence. By using Rothschild & Co's unique proprietary technology, we can deliver client-focused solutions with capabilities across all asset classes. These solutions can outperform conventional approaches, while reducing volatility and limiting drawdowns. Read More By using Rothschild & Co's unique proprietary technology, we can deliver client-focused solutions with capabilities across all asset classes. These solutions can outperform conventional approaches, while reducing volatility and limiting drawdowns.We offer client driven solutions, advising institutional investors on risk-based solutions that can be tailored to their investment needs. We do this through a broad range of investment vehicles:Advisor for dedicated mandatesAdvisor for funds or ETFsIndex Administrator for the R Risk-Based Index SeriesWe benefit from three levels of adaptability to create bespoke client solutions:Vehicle structure (fund / segregated mandate / SWAP / certificate)Investment Universe (Global / Country focus / ESG)Sub Asset Class (single asset portfolio / multi-asset portfolio) Our philosophy We offer an alternative to market capitalisation weighting with an effective risk-based approach to index construction. We aim to deliver superior risk adjusted returns reducing significantly the volatility and the maximum drawdown compared with traditional market-capitalisation weighted portfolios. Read More Risk should inform portfolio allocation, not the other way around In traditional weighting schemes, risk is an uncontrolled output of the constituent weights. We think the weight of a portfolio constituent should reflect its contribution to portfolio risk.Line-by-line analysis We analyse volatility and cross-correlation on a line-by-line basis to assess the marginal risk contribution of each portfolio holding.Simple and transparent We strive for model robustness, while employing transparent and straight-forward processes. Our indices and productsOur strategy aims to equalise risk contribution of index constituents and to maximise risk diversification - whilst overcoming excessive turnover and portfolio concentration. R Risk-Based Equity Index Series - IndicesR Risk-Based Canadian Equity IndexR Risk-Based European Equity IndexR Risk-Based Global Developed Markets Equity IndexR Risk-Based Japanese Equity IndexR Risk-Based UK Equity IndexR Risk-Based US Equity IndexR Risk-Based Equity Index Series - MethodologyR Risk-Based Canadian Equity Index - RulebookR Risk-Based European Equity Index - RulebookR Risk-Based Global Developed Markets Equity Index - RulebookR Risk-Based Japanese Equity Index - RulebookR Risk-Based UK Equity Index - RulebookR Risk-Based US Equity Index - RulebookR Risk-Based Equity Index Series - WeightingR Risk-Based European Equity Index - WeightingR Risk-Based Japanese Equity Index - WeightingR Risk-Based Canadian Equity Index - WeightingR Risk-Based Global Developed Markets Equity Index - Weighting News and publications 13/07/2016 - Launch of R Risk-Based Euro Sovereign Index Read More RBIS Ltd to launch a new generation of Risk-Based indices on Euro Sovereign Bonds: R Risk-Based Euro Sovereign IndexRBIS Ltd lance une nouvelle génération d'indices sur les emprunts d'Etat en euros : R Risk-Based Euro Sovereign Index Andrew Blair joins Rothschild Group Read more Economic Flash - ECB stimulus surprise Read more Contacts Countries - Belgium France Germany Italy Luxembourg The Netherlands Spain Switzerland United Kingdom USA Offices - Frankfurt London Milano New York Paris Zurich Disclaimer © Risk Based Investment Solutions Ltd ("RBIS") 2014. RBIS is the Index Sponsor of the R Risk-Based Equity Index Series. the R Risk-Based Equity Index Series are calculated by Markit Equities Ltd ("Markit"), the Calculation Agent. All rights in the R Risk-Based European Equity Index vest in RBIS. All information is provided for information purposes only. Every effort is made to ensure that all information given in these publications is accurate, but no responsibility or liability can be accepted by RBIS or its licensors for any errors or for any loss from use of these publications. Neither RBIS nor any of its licensors makes any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the R Risk-Based Equity Index Series or the fitness or suitability of the Index for any particular purpose to which it might be put. All figures and graphical representations in these publications refer to past performance and are sourced by RBIS. Past performance is not a reliable indicator of future results. No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of RBIS. Distribution of RBIS data and the use of RBIS indices to create financial products require a licence with RBIS and/or its licensors. RBIS is not an investment adviser, and nothing herein constitutes financial or investment advice, or constitutes an offer or invitation to buy or sell any investment or participate in any investment activity.