TOBAM is an asset management firm, formed in 2005, independent and majority employee-owned. It has two minority shareholders: California Public Employees’ Retirement System (CalPERS - 6.65% ownership) since April 2011 and Amundi (19.42% ownership), since May 2012.
TOBAM offers innovative investment capabilities designed to increase diversification. Its mission is to provide rational and professional solutions to long term investors in the context of efficient markets.
The Maximum Diversification® approach, TOBAM’s flagship investment process founded in 2006, is supported by original, patented research and a mathematical definition of diversification and provides clients with diversified core exposure, in both the equity and fixed income markets.
TOBAM currently manages US$8.5 billion (at December 30, 2019). TOBAM’s team is composed of 51 professionals based in 4 offices worldwide.
TOBAM is regulated by the Autorité des Marchés Financiers (AMF) since June 2006 and is a SEC registered investment adviser since 2011.