Tabula Investment Management

We're excited to welcome Rhys Petheram, CFA to Tabula as our new Chief Investment Officer. Rhys has over 20 years' experience in fixed income and multi-asset investment. Most recently, he was Head of Environmental Investment Solutions at Jupiter Asset Management where he spent 17 years managing a range of multi-asset and fixed income portfolios. Additionally, Adam Glen-Bott has joined Tabula’s investment team, bringing expertise in quantitative portfolio management and ETF indexing, with a focus on equities. Adam previously served as a Quantitative Researcher and Portfolio Manager at UBS, where he developed and managed quantitative solutions for institutional clients. He began his career at ETF specialist Source ETF, working alongside Tabula CEO and Source founding partner Michael John Lytle. Rhys and Adam join us at perfect time, bringing extensive experience in active fund management, ESG investing and quantitative index portfolio management. Their expertise will enable us to fully leverage the significant advantages of being part of Janus Henderson Investors.

Thank you, AMWatch and Anne Louise Houmann for featuring us in the summer series article. At Tabula Investment Management we are excited about the next chapter of our business.

Only 4% of gold is currently traceable, posing significant ESG risks. These include human rights abuses, environmental harm, conflict and terrorism financing, money laundering and sanctions evasion. Watch the video below to see how Single Mine Origin are working to address these challenges.

We are excited about our partnership with Janus Henderson Investors. Together, we will empower investors with innovative exchange-traded investment solutions.

Tabula joins Janus Henderson Investors! Today marks our first day as a wholly-owned subsidiary of Janus Henderson Investors. Our mission is to provide investors with market-leading exchange-traded investment solutions. Together with Janus Henderson we are developing a premier multi-asset toolkit of UCITS ETFs. Stay tuned for more updates as we launch our first active ETFs later this year. Follow us to learn more!

Does recycled gold truly translate to a greener future, or is it merely masking the unchanged realities of gold supply and demand? In this insightful article, Charles Betts, Group Managing Director of The Betts Group and Co-Founder of Single Mine Origin (SMO), explores the current misconceptions surrounding recycled gold and the pressing need for #transparency in the gold supply chain. #marketingcommunication #BARS 

This weekend our Head of Capital Markets and Portfolio Manager Andy Baker will be taking part in the Hamburg Ironman. Twelve months ago Andy lost his dad to Dementia, and is raising funds in memory of him for the Alzheimer's Society. He'll be aiming to complete a 3.8km swim, 180km cycle and then running a marathon. To support Andy donate here: https://lnkd.in/eZQpjPMs The IRONMAN Group #GivingBack

A new report from SWISSAID estimates that about 435 tonnes of gold worth US$31bn were exported undeclared out of Africa in 2022. This represents around 12% of global mined supply. The only way to properly assess the social and environmental impacts of gold is to have full traceability across the supply chain. Contact us to learn how to invest in Single Mine Origin gold. https://lnkd.in/eMtau6UW

Our CEO Michael John Lytle joined a thought-provoking panel discussion on the evolution of ETFs at the Irish Funds Annual Conference in Dublin last week. Topics discussed include tokenisation and the dynamic landscape for active ETFs. A special thank you to the organising team for putting together such an outstanding event. #IrishFundsConference #ETFs #Investment #ActiveETFs

How can fixed income investors manage interest rate and inflation risks effectively in the current environment? In today's uncertain markets, tools like TIPs are essential as they help mitigate inflation concerns by accounting for both inflation expectations and realised inflation. Additionally, shorter duration strategies in corporate bonds offer a yield pickup with low default rates, providing liquidity and reducing duration risk. Our CIO Jason Smith and Head of Risk and Quant Francesco Romano shared these insights in a recent webinar. Interested in strategies to navigate markets uncertainty? Watch the webinar recording now. https://lnkd.in/ejnqcGmr