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A comprehensive investment policy

We apply our investment policy to all our clients – from large institutions to individual investors.

Our asset management process

Thanks to our meticulous and time-tested asset management process, we deliver the best possible returns over time while effectively managing risk.

Risk control

We implement rigorous risk controls throughout the process. The risks we monitor include:

the active risk incurred when setting up a tactical allocation alongside the strategic allocation
the active risk arising from the selection of investment products
liquidity, concentration, and counterparty risk, as well as non-financial (ESG) risks.

1. Your needs and objectives

Together, we identify:

your risk profile
your investment horizon
your base currency
your environmental, social, and governance (ESG) preferences

2. Strategic allocation

Our strategic allocation takes the form of a reference portfolio designed to achieve your performance objectives over time. In establishing the allocation, we:

analyze the investment universe
determine the best mix of asset classes
find the right regional and currency allocation within the asset classes

3. Tactical allocation

The tactical allocation established by our investment committee defines the extent to which portfolio holdings can deviate from the strategic allocation in order to improve their short-term performance. The committee bases its decisions on:

the economic outlook
macroeconomic and market indicators
allocation models
performance and risk analyses

4. Portfolio management

When building your portfolio, we:

carefully select the investment products
weigh both financial and non-financial (ESG) criteria
minimize the management fees
take your specific constraints into account

5. Reporting

We keep you up to date on:

your portfolio performance
our investment decisions
our view of the economy and markets
events that could affect the economy and financial markets, through regular publications, videos, and talks

Publications

L'écho des marchés

Le coup d’œil

D'un mois à l'autre

D'un trimestre à l'autre

Learn more

Speak with an expert

Check out our publications

Other legal information

Please read our website and email Terms and Conditions before using our website or contacting us by email.

In principle, any information and/or documents appearing on this website that relate to financial instruments or services within the meaning of the Swiss Financial Services Act (FinSA) are considered advertising materials pursuant to this Act.