Mixed Mandates

Our experienced portfolio managers follow a structured and sophisticated investment process to match the needs and risk profile of our clients. The performance target of our sophisticated institutional investors is to be achieved while keeping risk as low as possible. The strategic asset allocation defines the percentage assigned to each asset class, such as equities, bonds, real estate or hedge funds. We seek to involve the client throughout this process.

The investment policy is applied in mixed portfolios by means of tactical asset allocation. The weighting of the investment classes may vary from the long-term strategic asset allocation within a defined range. The portfolio is adjusted on an ongoing basis to suit new market conditions and to generate attractive gains. Foreign currencies are actively managed and, where necessary, hedged against the reference currency.

Our portfolio managers also generate returns for our clients through the securities they select. We apply a bottom-up approach to the selection of both stocks and bonds. Each individual security is picked according to strict fundamental criteria, and with the help of quantitative models, they are carefully selected and given a weighting within the portfolio.