Active management in accordance with your chosen strategic asset allocation
Your strategic asset allocation ensures a solid basis for income and wealth. Your portfolio will be implemented based on this strategic asset allocation, based on a broad diversification of asset classes and instruments.
Rebalancing the portfolio to continuously trade off risks and performance.
We invest worldwide and use both active and passive investment instruments.
We use alternative asset classes.
We actively use tactical market opportunities.
We continuously monitor risk positions and, if required, we hedge them through options and/or other instruments.
- Monitoring your portfolio closely
- Reporting on risks and risk control
- Analysing market developments
- Research and analysis
For most of our clients, we focus on ‘Capital Preservation Plus’ and have consistently beaten passive markets since we were established. We mainly do this by a diversified strategic asset allocation combined with an active risk management approach with hedging policies for overall portfolio risk mitigation.
We look to optimize investment opportunities in view of current market conditions and over and within individual asset classes.