Tolomeo Capital was established in 2011 as a spin-off from the quant and risk management unit of one of Switzerland’s largest institutional family offices. Tolomeo focuses on quantitative, technology-driven investment strategies with a strong emphasis on risk-adjusted returns. It has built a proprietary and state-of-the-art technology infrastructure that allows it to control every detail of the investment process from front to back. This enables Tolomeo to rapidly develop new trading ideas and translate them into high-quality tradable quantitative models. Tolomeo Capital is regulated and licensed as an asset manager of collective investment schemes by the Swiss Financial Market Supervisory Authority (FINMA).
Tolomeo Capital’s objective is to deliver stable and attractive risk-adjusted returns that have no correlation to major equity indices and hedge fund benchmarks. Tolomeo strives to generate an independent return stream with controlled volatility. To achieve this, the company pursues a systematic, short-term and price-based strategy that focuses on trading patterns of liquid, publicly-traded equity securities and derivatives. R&D and innovation are a key focus of the company. Tolomeo constantly improves its set of productive trading systems and adds new diversifying quantitative models in order to deliver uncorrelated alpha over the long term.
The partners at Tolomeo Capital have worked together successfully for many years. All investment professionals have strong analytical backgrounds and a full set of complementary skills, ranging from investment management to risk management, financial mathematics and software engineering.
Following the acquisition of a stake in Tolomeo Capital by Baloise Asset Management as part of a strategic cooperation between the two companies, Tolomeo has appointed a new Board of Directors.
New members to join the Board are, as Tolomeo's Chairman, Beat C. Burkhardt, who last served as President and CEO of Freemont Management SA (previously known as Tetral SA), and Stephan Kamps, representing Baloise Asset Management, where he holds the position of Head of Portfolio Management and is a member of the Executive Board. Tolomeo Co-founder Ivan Popovic will stay on Tolomeo's Board in the function of Vice-Chairman.
Baloise group, one of Switzerland’s largest insurance companies, is acquiring a stake in Tolomeo Capital through its investment company Baloise Asset Management. This is the start of a close cooperation in which Tolomeo will develop products and provide services for Baloise in the area of systematic, rule-based investing. This cooperation gives the company access to new capital to continue and develop its successful investment operation, new investment strategies and its business in the future.
Tolomeo Capital AG, the Swiss based systematic asset manager, announced the appointment of Sonja Frech to the newly created position of Director of Finance & Compliance. With this move the company extends its team in a significant way.
Media article published July, 2017
By Nicolas Mirjolet
Distinctive and compelling return streams can still be found within the universe of short-term strategies.
Media article published June 27, 2017
Since launching in 2011 as a spin-out from the quant and risk management unit of a large Swiss family office, Tolomeo Capital is raising its profile and attracting new clients.
In April 2016 the Swiss Financial Market Supervisory Authority (FINMA) granted Tolomeo Capital the license as an asset manager of collective investment schemes. This confirms the institutional-set up of the firm and of its investment activities, risk management and corporate governance.
Media article published November 2, 2015
By Ivan Popovic and Nicolas Mirjolet
La prolifération spectaculaire des fonds de placements dits «passifs» tels que les ETFs au cours de ces dix dernières années s’est accompagnée d’un débat de plus en plus acharné sur la question de savoir si la gestion passive est supérieure à la gestion active
Media article published October 23, 2015
Starke Regulierung macht das Prime Brokerage für Investmentbanken in Europa unattraktiv. Hedge-Funds wenden sich daher US-Banken zu. Das hat unerwünschte Folgen.
Media article published October 10, 2014
Anleger sind derzeit stets mit Hochfrequenzhändlern konfrontiert, die ihre Order ausbeuten. Dennoch könnte dies unter dem Strich attraktiv für Investoren sein. Die Analyse einer Zürcher Hedge-Funds-Firma.
|Tolomeo Capital AG
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info [BEI] tolomeo-capital [PUNKT] com
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Tolomeo Capital provides no guarantee and assumes no liability towards third parties regarding the reliability, accuracy and completeness of the information published. Moreover, the information is subject to change at any time without obligation to notify the recipient.
Furthermore, Tolomeo Capital assumes no responsibility and provides no guarantee that access to the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the relevant server are free from viruses or other harmful components or programs.
The website of Tolomeo Capital contains links to third-party websites. Tolomeo Capital has no control over such links. Consequently, Tolomeo Capital accepts no responsibility for the accuracy, completeness or legality of the contents of such websites or for any products or services contained on them.
Tolomeo Capital and its contracting partners accept no liability (including negligence or liability towards third parties), to the extent permitted by law, for any losses resulting from direct, indirect or consequential damage of any kind related to the use of the website.
All rights reserved. The entire contents of this website are the property of Tolomeo Capital unless specifically stated otherwise. No part of this website grants any license or right to use any image, text, trademark or logo. No act of downloading or otherwise copying from the website will transfer any legal entitlement to any software or material contained on this website to the user.
The contents of this website may not be reproduced without the prior written consent of Tolomeo Capital or without explicitly acknowledging the source.
The Sustainability Risk Policy describes and outlines the framework of Tolomeo Capital AG (“Tolomeo”) which has been implemented to manage ESG risks. The framework reflects Tolomeo’s principle, and addresses the ESG risk management principles, roles and responsibilities of the Board of Directors, Risk Manager, Executive Management, and all employees.
The Board of Directors is responsible for an appropriate Risk Management and internal policies that identifies, measures, manages and monitors significant risks including ESG risks, which might materially impact the business of Tolomeo or its reputation.
As a systematic asset manager Tolomeo offers a wide range of products and services in asset and wealth management. We have clients across all sectors including those that may be exposed or linked to significant ESG risks or requirements. We therefore need to incorporate understand the ESG risks associated with our activities.
Doing this effectively is essential to avoid any negative impacts on the environment or society, and to uphold our commitments to international standards. Failing to do this may also lead to reputational risks for Tolomeo and restrict our ability to benefit from potential business opportunities.
Systematic evaluation of ESG risks is therefore an integral part of our investment and risk management process. This policy summarizes Tolomeo’s position on ESG matters.
We are very delighted that you have shown interest in our company. Data protection is of a particularly high priority for the management of Tolomeo Capital Ltd. (‘Tolomeo’). The use of the Internet pages of Tolomeo is possible without any indication of personal data; however, if a data subject, as defined in section 1 of this policy, wants to use special enterprise services via our website, processing of personal data could become necessary. If the processing of personal data is necessary and there is no statutory basis for such processing, we generally obtain consent from the data subject.
The processing of personal data, such as the name, address, e-mail address, or telephone number of a data subject shall always be in line with the General Data Protection Regulation (GDPR), and in accordance with the country-specific data protection regulations applicable to Tolomeo’.. By means of this data protection declaration, our enterprise would like to inform the general public of the nature, scope, and purpose of the personal data we collect, use and process. Furthermore, data subjects are informed, by means of this data protection declaration, of the rights to which they are entitled.
As the controller, Tolomeo has implemented numerous technical and organizational measures to ensure the most complete protection of personal data processed through this website. However, Internet-based data transmissions may in principle have security gaps, so absolute protection may not be guaranteed. For this reason, every data subject is free to transfer personal data to us via alternative means, e.g. by telephone.
The data protection declaration of Tolomeo is based on the terms used by the Swiss Data Protection Act (DPA) and the European General Data Protection Regulation (GDPR). Our data protection declaration should be legible and understandable for the general public, as well as our customers and business partners. To ensure this, we would like to first explain the terminology used.
In this data protection declaration, we use, inter alia, the following terms:
Controller for the purposes of the General Data Protection Regulation (GDPR), other data protection laws applicable in Switzerland and other provisions related to data protection is: Tolomeo Capital Ltd., Fortunagasse 40, 8001 Zurich/Schweiz. Phone: +41 55 511 05 20. Email: firstname.lastname@example.org , Website: www.tolomeo-capital.com
The data subject may, at any time, prevent the setting of cookies through our website by means of a corresponding setting of the Internet browser used, and may thus permanently deny the setting of cookies. Furthermore, already set cookies may be deleted at any time via an Internet browser or other software programs. This is possible in all popular Internet browsers. If the data subject deactivates the setting of cookies in the Internet browser used, not all functions of our website may be entirely usable.
The website of Tolomeo collects a series of general data and information when a data subject or automated system calls up the website. This general data and information are stored in the server log files. Collected may be (1) the browser types and versions used, (2) the operating system used by the accessing system, (3) the website from which an accessing system reaches our website (so-called referrers), (4) the sub-websites, (5) the date and time of access to the Internet site, (6) an Internet protocol address (IP address), (7) the Internet service provider of the accessing system, and (8) any other similar data and information that may be used in the event of attacks on our information technology systems.
When using these general data and information, Tolomeo does not draw any conclusions about the data subject. Rather, this information is needed to (1) deliver the content of our website correctly, (2) optimize the content of our website, (3) ensure the long-term viability of our information technology systems and website technology, and (4) provide law enforcement authorities with the information necessary for criminal prosecution in case of a cyber-attack. Therefore, Tolomeo analyzes anonymously collected data and information statistically, with the aim of increasing the data protection and data security of our enterprise, and to ensure an optimal level of protection for the personal data we process. The anonymous data of the server log files are stored separately from all personal data provided by a data subject.
On the website of Tolomeo, users are given the opportunity to subscribe to extended fund information. During this subscription process, we collect personal information from you like the name, first name and email address.
Tolomeo informs its customers and business partners regularly by means of a newsletter. The enterprise's newsletter may only be received by the data subject if (1) the data subject has a valid e-mail address and (2) the data subject registers to receive the newsletter. Before sending out the newsletter, a confirmation e-mail will be sent to the e-mail address registered by a data subject, for legal reasons, in order to comply with the requested double opt-in procedure. This confirmation e-mail is used to prove whether the owner of the e-mail address as the data subject is authorized and is opting-in to receive the newsletter.
The personal data collected as part of a registration for the newsletter will only be used to send our newsletter. The subscription to our newsletter may be terminated by the data subject at any time. The consent to the storage of personal data, which the data subject has given for shipping the newsletter, may be revoked at any time. For the purpose of revocation of consent, a corresponding link is found in each newsletter E-mail.
Such personal data collected are stored and analyzed by the controller in order to optimize the shipping of the newsletter, as well as to adapt the content of future newsletters even better to the interests of the data subject. Data subjects are at any time entitled to revoke the respective separate declaration of consent issued by means of the double-opt-in procedure.
The data controller shall process and store the personal data of the data subject only for the period necessary to achieve the purpose of storage, or as far as this is granted by the Swiss and European legislator in laws or regulations to which the controller is subject to.
If the storage purpose is not applicable, or if a storage period prescribed by the Swiss and European legislator expires, the personal data are routinely blocked or erased in accordance with legal requirements.
Each data subject shall have the right to obtain from Tolomeo the confirmation as to whether or not personal data concerning him or her are being processed. If a data subject wishes to avail himself of this right of confirmation, he or she may, at any time, contact Tolomeo.
Each data subject shall have the right granted by the Swiss and European legislator to obtain from Tolomeo free information about his or her personal data stored at any time and a copy of this information. Furthermore, the European directives and regulations grant the data subject access to the following information:
Furthermore, the data subject shall have a right to obtain information as to whether personal data are transferred to a third country or to an international organization. Where this is the case, the data subject shall have the right to be informed of the appropriate safeguards relating to the transfer.
If a data subject wishes to avail himself of this right of access, he or she may, at any time, contact Tolomeo.
Each data subject shall have the right granted by the Swiss and European legislator to obtain from Tolomeo without undue delay the rectification of inaccurate personal data concerning him or her. Considering the purposes of the processing, the data subject shall have the right to have incomplete personal data completed, including by means of providing a supplementary statement.
If a data subject wishes to exercise this right to rectification, he or she may, at any time, contact any employee of the controller.
Each data subject shall have the right granted by the Swiss and European legislator to obtain from Tolomeo the erasure of personal data concerning him or her without undue delay, and the controller shall have the obligation to erase personal data without undue delay where one of the following grounds applies, as long as the processing is not necessary:
If one of the aforementioned reasons applies, and a data subject wishes to request the erasure of personal data stored by the Tolomeo, he or she may, at any time, contact Tolomeo. Tolomeo shall promptly ensure that the erasure request is complied with immediately.
Where the controller has made personal data public and is obliged pursuant to Article 17(1) to erase the personal data, the controller, taking account of available technology and the cost of implementation, shall take reasonable steps, including technical measures, to inform other controllers processing the personal data that the data subject has requested erasure by such controllers of any links to, or copy or replication of, those personal data, as far as processing is not required.
Each data subject shall have the right granted by the Swiss and European legislator to obtain from the controller restriction of processing where one of the following applies:
If one of the aforementioned conditions is met, and a data subject wishes to request the restriction of the processing of personal data stored by the Tolomeo, he or she may at any time contact Tolomeo.
Each data subject shall have the right granted by the Swiss and European legislator, to receive the personal data concerning him or her, which was provided to a controller, in a structured, commonly used and machine-readable format. He or she shall have the right to transmit those data to another controller without hindrance from the controller to which the personal data have been provided, as long as the processing is based on consent pursuant to point (a) of Article 6(1) of the GDPR or point (a) of Article 9(2) of the GDPR, or on a contract pursuant to point (b) of Article 6(1) of the GDPR, and the processing is carried out by automated means, as long as the processing is not necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller.
Furthermore, in exercising his or her right to data portability pursuant to Article 20(1) of the GDPR, the data subject shall have the right to have personal data transmitted directly from one controller to another, where technically feasible and when doing so does not adversely affect the rights and freedoms of others.
In order to assert the right to data portability, the data subject may at any time contact Tolomeo.
Each data subject shall have the right granted by the Swiss and European legislator to object, on grounds relating to his or her particular situation, at any time, to processing of personal data concerning him or her, which is based on point (e) or (f) of Article 6(1) of the GDPR. This also applies to profiling based on these provisions.
Tolomeo shall no longer process the personal data in the event of the objection, unless we can demonstrate compelling legitimate grounds for the processing which override the interests, rights and freedoms of the data subject, or for the establishment, exercise or defense of legal claims.
If Tolomeo processes personal data for direct marketing purposes, the data subject shall have the right to object at any time to processing of personal data concerning him or her for such marketing. This applies to profiling to the extent that it is related to such direct marketing. If the data subject objects to the Tolomeo to the processing for direct marketing purposes, the Tolomeo will no longer process the personal data for these purposes.
In addition, the data subject has the right, on grounds relating to his or her particular situation, to object to processing of personal data concerning him or her by Tolomeo for scientific or historical research purposes, or for statistical purposes pursuant to Article 89(1) of the GDPR, unless the processing is necessary for the performance of a task carried out for reasons of public interest.
In order to exercise the right to object, the data subject may contact Tolomeo. In addition, the data subject is free in the context of the use of information society services, and notwithstanding Directive 2002/58/EC, to use his or her right to object by automated means using technical specifications.
Each data subject shall have the right granted by the Swiss and European legislator not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning him or her, or similarly significantly affects him or her, as long as the decision (1) is not necessary for entering into, or the performance of, a contract between the data subject and a data controller, or (2) is not authorized by Swiss or European law to which the controller is subject and which also lays down suitable measures to safeguard the data subject's rights and freedoms and legitimate interests, or (3) is not based on the data subject's explicit consent.
If the decision (1) is necessary for entering into, or the performance of, a contract between the data subject and a data controller, or (2) it is based on the data subject's explicit consent, Tolomeo shall implement suitable measures to safeguard the data subject's rights and freedoms and legitimate interests, at least the right to obtain human intervention on the part of the controller, to express his or her point of view and contest the decision.
If the data subject wishes to exercise the rights concerning automated individual decision-making, he or she may, at any time, contact Tolomeo.
Each data subject shall have the right granted by the Swiss and European legislator to withdraw his or her consent to processing of his or her personal data at any time.
If the data subject wishes to exercise the right to withdraw the consent, he or she may, at any time, contact Tolomeo.
On this website, the controller has integrated the component of Google Analytics. Google Analytics is a web analytics service. Web analytics is the collection, gathering, and analysis of data about the behavior of visitors to websites. A web analysis service collects, inter alia, data about the website from which a person has come (the so-called referrer), which sub-pages were visited, or how often and for what duration a sub-page was viewed. Web analytics are mainly used for the optimization of a website and in order to carry out a cost-benefit analysis of Internet advertising.
The purpose of the Google Analytics component is to analyze the traffic on our website. Google uses the collected data and information, inter alia, to evaluate the use of our website and to provide online reports, which show the activities on our websites, and to provide other services concerning the use of our Internet site for us.
Google Analytics places a cookie on the information technology system of the data subject. The definition of cookies is explained above. With the setting of the cookie, Google is enabled to analyze the use of our website. With each call-up to one of the individual pages of this Internet site, which is operated by the controller and into which a Google Analytics component was integrated, the Internet browser on the information technology system of the data subject will automatically submit data through the Google Analytics component for the purpose of online advertising and the settlement of commissions to Google. During the course of this technical procedure, the enterprise Google gains knowledge of personal information, such as the IP address of the data subject, which serves Google, inter alia, to understand the origin of visitors and clicks, and subsequently create commission settlements.
The cookie is used to store personal information, such as the access time, the location from which the access was made, and the frequency of visits of our website by the data subject. With each visit to our Internet site, such personal data, including the IP address of the Internet access used by the data subject, will be transmitted to Google in the United States of America. These personal data are stored by Google in the United States of America. Google may pass these personal data collected through the technical procedure to third parties.
The data subject may, as stated above, prevent the setting of cookies through our website at any time by means of a corresponding adjustment of the web browser used and thus permanently deny the setting of cookies. Such an adjustment to the Internet browser used would also prevent Google Analytics from setting a cookie on the information technology system of the data subject. In addition, cookies already in use by Google Analytics may be deleted at any time via a web browser or other software programs.
Further information and the applicable data protection provisions of Google may be retrieved under
Art. 6(1) lit. a GDPR serves as the legal basis for processing operations for which we obtain consent for a specific processing purpose. If the processing of personal data is necessary for the performance of a contract to which the data subject is party, as is the case, for example, when processing operations are necessary for the supply of goods or to provide any other service, the processing is based on Article 6(1) lit. b GDPR. The same applies to such processing operations which are necessary for carrying out pre-contractual measures, for example in the case of inquiries concerning our products or services. In the case that our company is subject to a legal obligation by which processing of personal data is required, such as for the fulfillment of tax obligations, the processing is based on Art. 6(1) lit. c GDPR.
In rare cases, the processing of personal data may be necessary to protect the vital interests of the data subject or of another natural person. This would be the case, for example, if a visitor were injured in our company and his name, age, health insurance data or other vital information would have to be passed on to a doctor, hospital or other third party. Then the processing would be based on Art. 6(1) lit. d GDPR.
Finally, processing operations could be based on Article 6(1) lit. f GDPR. This legal basis is used for processing operations which are not covered by any of the abovementioned legal grounds, if processing is necessary for the purposes of the legitimate interests pursued by our company or by a third party, except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject which require protection of personal data. Such processing operations are particularly permissible because they have been specifically mentioned by the European legislator. He considered that a legitimate interest could be assumed if the data subject is a client of the controller (Recital 47 Sentence 2 GDPR).
Where the processing of personal data is based on Article 6(1) lit. f GDPR our legitimate interest is to carry out our business in favor of the well-being of all our employees and the shareholders.
The criteria used to determine the period of storage of personal data is the respective statutory retention period. After expiration of that period, the corresponding data is routinely deleted, as long as it is no longer necessary for the fulfillment of the contract or the initiation of a contract.
We clarify that the provision of personal data is partly required by law (e.g. tax regulations) or can also result from contractual provisions (e.g. information on the contractual partner). Sometimes it may be necessary to conclude a contract that the data subject provides us with personal data, which must subsequently be processed by us. The data subject is, for example, obliged to provide us with personal data when our company signs a contract with him or her. The non-provision of the personal data would have the consequence that the contract with the data subject could not be concluded. Before personal data is provided by the data subject, the data subject must contact any employee. The employee clarifies to the data subject whether the provision of the personal data is required by law or contract or is necessary for the conclusion of the contract, whether there is an obligation to provide the personal data and the consequences of non-provision of the personal data.
As a responsible company, we do not use automatic decision-making or profiling.