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Long/Short Hedge Fund Manages Expanding Investments

Atlas Responsible Investors joins the Broadridge Portfolio Management platform.

Video Transcript

Hi Marie, Quentin. I am thrilled to welcome you both. Quentin Dumortier, you are the founder and the Chief Investment Officer of Atlas Responsible Investor. And you join forces with Marie de Muizon, who is Chief Impact Officer. In a few words Quentin, if you please introduce us to Atlas.

Sure. Hi, Stephane. Thanks for welcoming us. So, I launched Atlas in London in 2019 and the idea was really to align capital with purpose. We were the first hedge fund to be BCorp Certified and we have a strong commitment to ESG investing. We today run a long/short equity strategy and a UCITS format and SFRD9 strategy as per the European taxonomy, as well as a long only strategy under manage account formats. Impact investing is at the heart of the DNA of Atlas, and we are very glad to be partnering with you guys when it comes to operations and systems.

Marie, you oversee the ESG and Impact Strategy, could you please give us more information about your investment strategies philosophy in the long / short product?

With pleasure, as Quentin said, we're really focused on responsible investing. So our long/short strategy is structured around the 11 sustainable investment goals, which are 11 social and environmental themes correlated to the sustainable development goals of the United Nations so that eco energy transition, water conservation, health and wellness and many more. And really, the idea in our long/short strategies that on the long side, we invest in companies which are pioneering sustainability on these themes. And on the short side of the portfolio, we take position against companies which are whether ESG laggards on one or the other of the themes or which have major social or environmental controversy. And as an investment firm committed to impact, of course, we engage with the management teams of the companies we invest in to make them progress and sustainability and really to dialog and to make sure that we have an additional impact for our strategy.

Thank you very much for this overview. Quentin, what changes in your business were you looking to solve?

As I mentioned, we have a number of different strategies, namely the long only and the long/short strategy under different formats. What we really needed was a central, customizable solution for all our middle office needs. I've used Broadridge in my previous firms and I knew that was a perfect match for all our requirements, especially as a very efficient and user-friendly interface. I knew we would have the ability to customize our views on different needs for all our strategies.

Is there any particular part, product or service you really appreciate?

Well, I guess the OMS/PMS combo is really what I appreciate the most. I've used it for almost a decade now, and I really think that's a second to none solution when it comes to managing my investments in my different portfolios. I guess the interesting part is, especially how deep you can go in terms of customization of your requirements, which is something just very helpful for me. In addition, the tools support multiple asset classes, effects, equities and others, and that's obviously a key to my investment process to have the ability to deal with the same level of efficiency across assets.

What other benefits does your firm obtain from dealing with Broadridge?

Well, I guess it's true about the integration of your OMS and PMS into a single application, which really allows us to manage risk more accurately. So, I think that that's a really a very important point to mention. Then I should mention your 24/7 support and how your commitment goes beyond setting a software or a system and just some sort of continuous engagement and improvement with your teams so that we can actually always get to the type of solution that we need. I also seen over the years how heavily you invest in R&D so that the solution keeps evolving in the right direction.

How do you see your relationship evolving with Broadridge moving forward?

But I guess for now we really use your OMS/PMS application. As you know, our relationship evolves, we might need to get access to add on solutions, which might be very interesting as well in terms of the risk and analytics. That's something we should purchase and see of rather the coming quarters or years.

Talking of bespoke services, Marie, how data is important for your investment process and how is your provider supporting you?

Well, data is absolutely key. It's the starting point of our investment process and especially extra financial data. So, we always look for a solution to help us, in particular for like exclusion, inclusion, ESG criteria for selection, but also analytics of the portfolio and reporting. So, it's really important for us that our business providers are aligned with our mission and with our ambition on ESG. And we know that Broadridge is developing also solutions in that direction, so that maybe some partnerships and support to imagine in the future on this ESG part of our investment process.

Marie, Quentin, thank you very much for this interview. Congrats for all the existing achievements and all the best for the future.

Thank you, Stephane.

Thank you.

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