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Quantitative Investments

Your partner for leading quantitative investment solutions

How we can help you

Welcome to Quantitative Investments at Vontobel, where innovation meets science in investment management. With a mission to deliver leading quantitative investment solutions to our clients, we specialize in harnessing the power of deep data, cutting-edge technology and diverse talents to engineer high-performing portfolios in ever changing financial markets.

As we design tailor-made solutions to complex client needs we offer purely systematic as well as hybrid strategies that combine human and machine approaches. Thanks to a modular investment platform we cater to a diverse set of client preferences delivering unique client solutions.

The source of our clients’ success is the development of science-based investment strategies, which are the result of continuous research that is committed to embracing new technological frontiers. Our findings are reflected in innovative solutions that have proven their worth over many market cycles.

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Our investment philosophy

  1. We use a scientific approach to investing
  2. We use economic theory as foundation, not as dogma
  3. We provide utmost transparency on models
  4. We use quant models for both systematic and hybrid investment approaches
  5. We engineer custom solutions based on a modular approach

Our offering

Multi Asset
Systematic Risk premia in 4 asset classes (Equities, Fixed income, Commodities, Foreign exchange)
Proprietary portfolio construction models
Modular, efficient implementation via derivatives
Hybrid Human-machine interaction optimized
Quant model predicting cycles across the globe
Customizable, ESG, single-line implementation
Building Blocks
Equities Semi-passive, regional blocks w/ ESG approach
Multi-factor fund (CH) and global expertise
Custom factor design and implementation
Commodities Active commodity exposure in UCITS format
Both broad-based as well as non-food
Human-machine interaction optimized

Our hybrid and systematic approaches explained

Each month we provide a video update on the systematic and hybrid elements of investment approaches, as explained in the introductory videos below. Be sure to check out our latest installments on hybrid and systematic.

 

Systematic

Hybrid

Quanta Bytes

Why partner with us?

Strong track record

We have more than 20 years of experience in quantitative investing, and have delivered excellent returns.

Conviction-led

We are active investors. Our quantitative investment processes provide an optimal allocation without behavioral bias.

Transparency

All of our investment decisions can be traced back to the underlying data allowing for full look-through on model positionings.

Our offering

10 funds available
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Vontobel Fund (CH) - Swiss Equity Multi Factor
View 4 share classes
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Swiss Equities Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
A CHF CH0311188863 31118886 180.49 8.15% 1 Nov 2024
AI CHF CH0311189580 31118958 123.03 8.61% 1 Nov 2024
AN CHF CH0381682621 38168262 136.88 8.61% 1 Nov 2024
S CHF CH0311189556 31118955 189.44 9.06% 1 Nov 2024
Vontobel Fund - Active Beta Opportunities Plus
View 12 share classes
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Flexible Allocation Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
A EUR LU1879231311 43789859 105.53 -2.63% 31 Oct 2024
B EUR LU1879231402 43789869 105.47 -2.63% 31 Oct 2024
C EUR LU1879231584 43789871 102.44 -3.04% 31 Oct 2024
H (hedged) CHF LU2260684571 58322347 72.07 -4.71% 31 Oct 2024
H (hedged) USD LU2260684902 58322348 91.54 -1.38% 31 Oct 2024
HI (hedged) USD LU2461813904 117732295 102.98 -0.87% 31 Oct 2024
HI (hedged) CHF LU1879232046 43789879 102.70 -4.27% 31 Oct 2024
HI (hedged) GBP LU1879232129 43789880 114.82 -1.37% 31 Oct 2024
HN (hedged) CHF LU2461814118 117732297 93.79 -4.27% 31 Oct 2024
HS (hedged) CHF LU2461814035 117732296 94.96 -3.85% 31 Oct 2024
I EUR LU1879231667 43789873 108.97 -2.19% 31 Oct 2024
N EUR LU1879231741 43789875 108.70 -2.22% 31 Oct 2024
Vontobel Fund - Commodity
View 13 share classes
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Commodities Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
B USD LU0415414829 4608240 80.77 7.64% 31 Oct 2024
C USD LU0415415123 4608243 127.28 7.09% 31 Oct 2024
G USD LU1912801211 44888815 157.84 8.66% 31 Oct 2024
H (hedged) SEK LU0505242726 11251897 671.51 5.73% 31 Oct 2024
H (hedged) EUR LU0415415636 4608250 44.72 6.00% 31 Oct 2024
H (hedged) CHF LU0415415479 4608245 55.14 3.80% 31 Oct 2024
HI (hedged) CHF LU0415416287 4608302 86.85 4.44% 31 Oct 2024
HI (hedged) SEK LU0505242999 11251899 668.92 6.34% 31 Oct 2024
HI (hedged) EUR LU0415416444 4608308 85.56 6.64% 31 Oct 2024
HN (hedged) CHF LU1683488941 38252525 116.37 4.47% 31 Oct 2024
HN (hedged) EUR LU1683489089 38252528 123.42 6.62% 31 Oct 2024
I USD LU0415415800 4608254 114.26 8.35% 31 Oct 2024
N USD LU1683488867 38252524 145.22 8.32% 31 Oct 2024
Vontobel Fund - Multi Asset Defensive
View 7 share classes
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Cautious Allocation Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
B EUR LU1700372789 38856478 102.49 4.54% 31 Oct 2024
C EUR LU1737595923 39592808 141.33 4.33% 31 Oct 2024
H (hedged) CHF LU1767066860 40241927 87.53 2.11% 31 Oct 2024
H (hedged) USD LU1767066944 40241950 111.50 5.87% 31 Oct 2024
HI (hedged) CHF LU1767067082 40241958 98.98 2.41% 31 Oct 2024
HI (hedged) USD LU1767067165 40241961 116.57 6.20% 31 Oct 2024
I EUR LU1700372946 38856852 104.98 4.86% 31 Oct 2024
Vontobel Fund - Multi Asset Solution
View 2 share classes
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Cautious Allocation Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
B EUR LU1481720644 33721371 114.66 4.81% 31 Oct 2024
C EUR LU1481721022 33721376 109.98 4.31% 31 Oct 2024
Vontobel Fund - Non-Food Commodity
View 8 share classes
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Commodities Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
B USD LU1106544643 25360741 97.44 5.09% 31 Oct 2024
H (hedged) CHF LU1106545293 25360771 73.10 1.34% 31 Oct 2024
H (hedged) EUR LU1106545376 25360773 78.23 3.41% 31 Oct 2024
HI (hedged) EUR LU1106545616 25360828 84.87 4.11% 31 Oct 2024
HI (hedged) CHF LU1106545533 25360798 78.56 1.99% 31 Oct 2024
I USD LU1106544999 25360743 105.09 5.77% 31 Oct 2024
N USD LU1683489915 38261415 124.40 5.75% 31 Oct 2024
S EUR LU2194484734 55562272 154.93 8.27% 31 Oct 2024
Vontobel Fund - Smart Data Equity
View 12 share classes
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Global Equities Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
A USD LU0848325295 19879634 194.37 10.59% 31 Oct 2024
AN USD LU1683487547 38261790 138.82 11.28% 31 Oct 2024
B USD LU0848325378 19879674 201.94 10.59% 31 Oct 2024
H (hedged) CHF LU0848326186 19885583 151.84 6.76% 31 Oct 2024
H (hedged) EUR LU0848326269 19885633 162.79 8.93% 31 Oct 2024
HI (hedged) EUR LU0848326855 19885713 147.36 9.64% 31 Oct 2024
HI (hedged) CHF LU0848326772 19885684 137.03 7.47% 31 Oct 2024
HN (hedged) GBP LU1179465338 26920784 143.70 10.75% 31 Oct 2024
HN (hedged) CHF LU1683482233 38261788 116.43 7.42% 31 Oct 2024
HN (hedged) EUR LU1179465684 26920792 132.02 9.62% 31 Oct 2024
I USD LU0848325618 19879675 221.80 11.31% 31 Oct 2024
N USD LU0848325709 19884402 161.99 11.28% 31 Oct 2024
Vontobel Fund II - Active Beta
View 6 share classes
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Flexible Allocation Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
AI EUR LU1617166936 36870126 1,660.92 4.65% 31 Oct 2024
B EUR LU1936094579 45838253 104.00 4.22% 31 Oct 2024
H (hedged) CHF LU1936094736 45838269 97.73 1.89% 31 Oct 2024
HI (hedged) CHF LU1936094819 45837876 100.48 2.29% 31 Oct 2024
HN (hedged) CHF LU2265799747 58699439 93.16 2.27% 31 Oct 2024
N EUR LU1936095030 45838268 106.85 4.63% 31 Oct 2024
Vontobel Fund II - Active Beta Opportunities
View 8 share classes
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Flexible Allocation Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
AI EUR LU2024691912 48822332 132.64 1.97% 31 Oct 2024
B EUR LU2033388054 49111161 99.64 1.51% 31 Oct 2024
H (hedged) CHF LU2033388211 49111802 94.35 -0.73% 31 Oct 2024
HI (hedged) CHF LU2033388302 49239135 96.64 -0.26% 31 Oct 2024
HN (hedged) CHF LU2265799820 58699440 91.42 -0.36% 31 Oct 2024
HR (hedged) CHF LU2243985145 57620838 92.38 -0.04% 31 Oct 2024
I EUR LU2033388138 49111163 102.12 1.96% 31 Oct 2024
SA EUR LU2024692134 48822341 111.39 2.50% 31 Oct 2024
Vontobel Fund II - Duff & Phelps Global Listed Infrastructure
View 7 share classes
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Thematic Equities Quantitative Investments
Share class Currency ISIN Valor NAV YTD As at
B USD LU2167913123 54605274 124.62 10.45% 31 Oct 2024
H (hedged) CHF LU2227303174 56895693 108.57 6.34% 31 Oct 2024
HN (hedged) CHF LU2227303091 56895691 112.14 7.10% 31 Oct 2024
I EUR LU2386637255 113620222 118.00 13.19% 31 Oct 2024
I USD LU2167912745 54605248 129.32 11.24% 31 Oct 2024
N USD LU2167913040 54605266 129.09 11.20% 31 Oct 2024
S USD LU2167912828 54605264 134.01 12.00% 31 Oct 2024

Meet the team