Managing money requires a subtle mix of knowledge and discipline. That is why at Julius Baer, our investment approach is built on a set of universal investment beliefs and a clearly defined investment process. This approach is applied to all of our standard discretionary solutions and reflects our house view.

Our investment beliefs

There are very few universal investment truths. In the absence of such truths, we have drawn on our experience and expertise to formulate the core investment beliefs that underpin our investment decisions.

Julius Baer’s investment process

Our structured investment process helps us identify key long-term trends while remaining flexible enough to make short-term adjustments to portfolios in an ever-changing market environment. It consists of the following five pillars:

1. Our Secular Outlook: A periodic and systematic assessment of major long-term market trends and themes.

2. Strategic asset allocation: Defining strategic asset allocation based on structural trends and capital market assumptions.

3. Tactical asset allocation: Identifying key market drivers using a framework that distinguishes between four distinct capital market environments and exploiting short-term market opportunities through tactical asset allocation adjustments.

4. Portfolio construction and implementation: Selecting financial instruments and constructing model portfolios in accordance with our portfolio construction principles.

5. Risk management: Systematically and continuously monitoring risk throughout the entire investment process.

By combining our investment beliefs and our investment process, our investment approach is designed to provide you with a disciplined, forward-looking strategy to help you achieve your investment goals.

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