Institutional investments

Our philosophy is centered on active, risk-conscious asset management. We focus on those sources of value that are systematically rewarded by the markets.

As far as all asset classes are concerned, this approach is implemented through clearly defined, structured and controlled investment processes. By means of disciplined portfolio construction, our aim is to achieve a consistent, risk-adjusted excess return (alpha) based on the investment decisions we make.

Active portfolio management calls for a systematic approach and for professional, independent risk management.

Our expertise

• In stock investments, the focus is on the regions of Switzerland, Europe, as well as the world as a whole. We deploy an innovative style rotation approach on a systematic basis.
• In fixed income investments, we cover our clients' needs in all relevant risk classes and regions as well as currencies. To generate  added value in the portfolio, we systematically search for relative value in companies and sectors (credit spread approach).
• We have outstanding skills in the management of mixed portfolios. In the structuring of our asset allocation, we combine our competencies in the individual asset classes to form a broad-based, diversified portfolio.

Our approach

Broad-based investment solutions:	We capitalise on the expertise of our specialists to enable us to offer our Swiss and international clients appropriate, broad-based investment solutions.
Coverage of special themes:	Where we have the requisite skills, we also cover special themes in individual areas.
Use of external specialists:	We employ external specialists when we identify a client need in a particular area but do not have the corresponding competencies ourselves.

For more information:

• Mandates