- Two asset management firms have teamed up to put together their respective areas of expertise (convertible bonds and social responsibility screening)
- A best-in-class, socially responsible approach
- A cautious approach to credit risk – our investment process begins and ends with credit analysis
- A strong alternative to European SRI equities
Convertible bonds have a record of delivering equity-like returns over the long term with much lower volatility, improving the risk/return profi le of a diversifi ed portfolio.
They are partly exposed to equities but with a lower duration than same-maturity straight bonds. This makes them less sensitive to interest rate rises.
By collaborating with La Banque Postale Asset Management, UBP is offering access to this asymmetric profi le for investors keen to expose some of their assets, through SRI, to issuers that value fairness and sustainability in investment.
Convertibles Europe Responsable seeks to capitalise on the asymmetric risk/return profi le of European convertible bonds through an exposure to equity markets ranging from 10% to 60%. This exposure is actively managed, which should enable the fund to generate equity-like returns over the long term, whilst maintaining signifi cantly lower volatility.
The portfolio also aims at a higher average SRI rating than its benchmark, as measured by La Banque Postale Asset Management.