Axioma and Credit Suisse’s HOLT Business Launch Integrated Offering Business Wire NEW YORK -- September 16, 2013 Axioma and Credit Suisse today announced that Axioma is now integrating and redistributing HOLT’s fundamental-factor data within Axioma Portfolio Analytics, the company’s expanding set of portfolio risk and return analytics. The partnership strengthens the capabilities of Axioma Portfolio Analytics, delivers increased value to mutual clients of Axioma and HOLT, and opens a channel to new customers for HOLT’s investment products and services. “We are delighted to be partnering with Credit Suisse’s HOLT business,” said Chris Canova, Vice President for Product Management and Strategy. “Like Axioma, HOLT is dedicated to giving clients the best perspectives for making better investment decisions. We are confident in the value of leveraging HOLT’s fundamental data in a quantitative framework, and enabling clients to benefit from that data using Axioma’s industry-leading analytics.” “We are excited to partner with Axioma,” said Adam Steffanus, Director and US Head of HOLT Investment Strategy. “HOLT offers a differentiated framework to fundamental portfolio managers and integrating HOLT’s fundamental factor data within the Axioma platform will enhance the investment processes of our mutual clients. As HOLT grows in the quantitative space, the Axioma partnership will make HOLT’s framework more accessible to our most important clients.” Axioma Portfolio Analytics enables users to bring more information and insights to bear on their investment process, resulting in improved understanding of the sources of portfolio return and improved control of risk exposures. HOLT data provides an objective view of over 20,000 companies worldwide. By examining accounting information, converting it to cash and then valuing that cash, HOLT’s methodology provides unique insights into a company’s corporate capital structure and identifies key drivers of value that other methodologies may overlook. HOLT’s tools are widely used to assess corporate performance, to generate new investment ideas, and to evaluate current investments. The HOLT fundamental-factor data have been integrated into the Performance Attribution module of Axioma Portfolio Analytics, and into the Axioma Risk Model Machine, the combination of Axioma software and Axioma risk models that enables users to build custom risk models tailored to their own investment process. The data consists of monthly history from January 1982 for US securities, and from January 1997 for global and regional securities. As an immediate result of the agreement, mutual customers of Axioma and HOLT now have the ability to use the HOLT factors to produce custom risk models with the Risk Model Machine, and to leverage those models for performance attribution, risk analysis and portfolio construction. “For those managers who rely on HOLT data as a critical component within their investment process, the integration of these factors within Axioma Portfolio represents a compelling solution to efficiently produce and leverage custom risk models for risk reporting and performance attribution. We continue to see the growing number of asset managers we work with recognize the value and importance of incorporating tailored quantitative tools into their overall portfolio management and risk-management processes,” said Canova. For more information, please contact Topher Wurts at Axioma, firstname.lastname@example.org, or Adam Steffanus at HOLT, email@example.com or their HOLT sales contact. About Axioma Axioma is the leading provider of innovative risk-management and portfolio-construction solutions to financial institutions worldwide. Axioma Portfolio Optimizer™, Axioma Performance Attribution™, Axioma Backtester™ and Axioma Portfolio Analytics™ help clients build better portfolios. Axioma Robust Risk Models™ enable clients to better understand and manage market risk. Axioma Risk Model Machine™ allows clients to build custom risk models tailored to their investment process. Indices created by Axioma and its partners—Russell Investments, NASDAQ, STOXX and CSI Indices—are used worldwide as benchmarks and to construct ETFs and other instruments. Founded in 1998, Axioma is headquartered in New York, with offices in Atlanta, Geneva, Hong Kong, London, San Francisco, Singapore and Sydney. For more information, please visit www.axioma.com. Axioma Portfolio Optimizer, Axioma Performance Attribution, Axioma Backtester, Axioma Portfolio Analytics, Axioma Robust Risk Models and Axioma Risk Model Machine are trademarks of Axioma, Inc. About Credit Suisse AG Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 46,300 people. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com. About Credit Suisse’s HOLT Business HOLT is a value-based, return on capital framework proprietary to Credit Suisse. HOLT uses this valuation and corporate performance framework to help institutional investors across the entire investment process, from idea generation and company analysis to portfolio construction and risk management. The HOLT framework covers over 20,000 companies in 65 countries. HOLT was founded in the 1980’s and the name “HOLT” originated as an acronym from the first letters of each of the founders last names. HOLT was acquired by Credit Suisse in 2002 and has approximately 100 professionals on the ground in the Americas, Europe, Asia and Africa. For more information, please visit: https://www.creditsuisse.com/investment_banking/holt/en/index.jsp Contact: Axioma Jon Brubaker, 646-747-0156 firstname.lastname@example.org or Credit Suisse Katherine Ewert, 212-325-7545 email@example.com
Axioma and Credit Suisse’s HOLT Business Launch Integrated Offering
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