Ossiam ETF, a global leader in quantitative investment strategies, marks the 10-year anniversary of the Ossiam Shiller Barclays CAPE US Sector Value ETF, a systematic sector rotation strategy on US equities.
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Bruno Poulin, Chief Executive Officer at Ossiam
- Flagship Shiller US Sector Value strategy reaches 10-year anniversary, which successfully delivered outperformance to investors since launch, Shiller product series now grown to 4.6bn USD / 4.0bn EUR AUM
- This anniversary serves as a milestone for Ossiam, amid AUM growth and product range diversification
The strategy replicates the performance of the Shiller Barclays CAPE® US Sector Value Net TR Index, an index designed by Barclays and Professor Robert Shiller which aims to select sectors based on the Relative CAPE ratio.
This ETF is part of a product series that has grown to 4.6bn USD / 4.0bn EUR AUM, with Europe, Global and ESG strategies.
The anniversary coincides with robust relative performance since launch, outperforming the S&P 500 Index over the past 10 years. According to SPIVA® US Scorecard, only ~16% of US equities funds achieve to outperform the S&P 500 Index over 10 years in absolute terms.
Professor Robert Shiller said: “I am delighted to have had a decade-long relationship with Ossiam that has delivered real value for clients using my CAPE ratio metric. I look forward to delivering further innovations for long term investors.”
This anniversary also serves as a milestone to reflect on Ossiam’s development over the last decade, marked by a significant diversification of its product range in terms of asset classes and strategy types.
Bruno Poulin, Chief Executive Officer at Ossiam, said, “When we launched this strategy in 2015, we already shared the same vision that drives us today: to offer our clients robust, differentiated, and high value-added quantitative strategies. Since then, we have significantly strengthened our quantitative and structuring platform, and we now offer investors a broad range of innovative strategies across asset classes, from low tracking error solutions to market-neutral approaches. This anniversary is also an opportunity to celebrate this journey and to warmly thank our clients for their continued trust.”
The firm continues to expand its suite of systematic investment solutions, integrating rigorous research and portfolio construction techniques to address evolving market conditions and support a broad range of investment objectives.
Source: ETFWorld
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