As a leading independent fund manager in the Nordics, Catella offers actively managed Mutual Funds with a Nordic investment focus to private and institutional investors. Catella also offers Systematic Funds with low correlation to other asset classes and high risk-adjusted return to institutional investors.
Actively managed Mutual Funds with a Nordic investment focus
Within Mutual Funds, Catella offers actively managed equity, fixed income and hedge funds with focus on Nordic assets. At present, Catella manages ten funds with various strategies. The goal is offer attractive, longterm alternatives to private and institutional investors, regardless of market conditions and aligned with the investor’s needs. Products designed to generate positive returns regardless of market conditions are a strong element of the offering.
Global provider in systematic funds
Catella enjoys a strong position in the Systematic Funds niche. Institutional investors from all over the world are choosing to invest in these globally competitive products. Systematic funds are managed with the support of statistical models, where “big data” from all over the world are compiled and form the basis of strategies with historically profitable outcomes. The funds invest globally in liquid securities in the currency, fixed income and equity markets and have a scalable business model with large-volume capacity.
The relative independence of the equity market and other asset classes enhance risk-adjusted return in client portfolios. As one of the pioneers in smart beta strategies, Catella generates added value via Systematic Funds through exposure to the equity market independently of companies’ market capitalization – and thus offers a clear alternative to passively managed index mandates.
Focus in 2020
Catella’s focus remains on product development in funds that have low or negative correlation with the market. Demand is rising among institutional investors and the strategy is consistent with the ambition to make Catella less dependent upon economic conditions and other macroeconomic factors.
The development towards an increasing element of digital distribution strategies is making it more important to offer wellpositioned and distinctive products. The business area is also continuing to develop more niched funds that can constitute interesting alternatives, and adding to the existing product palette in areas including sustainability.
Catella is also focusing on strengthening the relationship with existing clients and resellers, including by ramping up visibility and augmenting personalised service by creating clarity, and thus peace of mind, in the digital environment as well.