23 Oct 2019
IPM Umbrella Fund
At an extraordinary general meeting held on October 23, 2019, the shareholders of the IPM Umbrella Fund (the…
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Idea-driven
A tried-and-tested process – from inspiration to implementation
Innovative
Uncovering fundamental factors that drive market prices
Integrated
In-depth research, extensive testing, precise execution
Inclusive
Adding rigor by exposing decision-making to investor scrutiny
Informed
IPM. Informed Portfolio Management. We are serious about the fundamentals.
Who we are
IPM invests for institutional investors worldwide. We analyze fundamental data to develop strategies that aim to deliver attractive long-term returns. Our research-led, collaborative culture reflects our Swedish origins. We stay curious, we test ideas rigorously and implement the best of them systematically.
More About UsOne simple but powerful observation drives everything we do. Financial markets are efficient, but they are not perfectly efficient.
We look beneath the surface. We want to see the world as it is, not just how it seems.
Philosophy
In the real world, prices often diverge from their fundamental values. We strive to achieve attractive long-term returns by capitalizing on these discrepancies. Investing responsibly makes good business sense. We pursue sustainable value by including ethical criteria in our performance assessments.
What We BelieveLatest News
10 Jul 2019
IPM wins 5-year best large cap CTA
2019-07-10 2019 Managed Futures Pinnacle Awards: IPM wins 5-year best large cap CTA CME Group and BarclayHedge announced…
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29 May 2019
IPM appoints new CEO
Arne Hassel has been appointed Chief Executive Officer at IPM (Informed Portfolio Management), the systematic investment manager with $5.7 bn under management in macro strategies and offices in Stockholm, London and New York.
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