Manager / Asset Class selection

The client’s risk appetite and the asset manager’s market assessment  constitute  the basis for  long term asset allocation and short term asset class flexibility. Subsequently the careful selection of the manager is the key to success.          

Portfolio Optimization

For traditional portfolios this continuously considers liquidity, duration and credit risk. For multi-manager portfolios we only trust managers that substantially contribute to the portfolio’s return and dispose of consistent track records of success.

Risk Management

The risk analysis includes macroeconomic data, liquidity and individual corporate actions. For alternative investments and multi manager portfolios the risk profile is furthermore strongly influenced by the manager’s personal attributes and organizational strengths. Portfolio analysis is predominantly qualitative and conducted exclusively by experienced professionals.

By optimizing our portfolio by risk budgeting within our absolute return framework our goal is to consistently outperform the market.