Carefully conceived, proven investment process
The implementation of the investment strategy follows our proven, goal-oriented investment process in the reference currency of the client and under agreed upon restrictions and risk limits. While the Board and the Chief Investment Officer (CIO) determine the strategic allocation to the different asset classes, our investment committee decides jointly with the client relationship managers on the tactical allocation. The in-house portfolio management takes over the technical implementation, and our internal risk management and compliance ensures that all requirements and regulations are strictly followed. The investment process allows for continuous monitoring of portfolio performance compared to clients' objectives under ever changing market conditions.