Ready Made Strategies

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Income Allocation

The Income Strategy is primarily designed for individuals seeking a consistent stream of fixed income from the portfolio, with the notional having a capital guarantee. This strategy can potentially satisfy the demands of an income-oriented investor who wants to invest in a diversified portfolio of multi-sector and multi-country fixed-income vehicles. Its active management and use of capital guaranteed structures seek to maximize distributable income.
150.00 (CHF)

Balanced Allocation

The Balanced Strategy is primarily designed for individuals seeking capital appreciation, with an emphasis on safety and income. The allocation focuses on these 3 segments: 1. Fixed Income Exposure The fixed income portion is primarily designed to generate some income from the portfolio, with the notional having a capital guarantee. Credit exposure may be considered when appropriate. The investment selection ranges from IG to HG fixed income investment opportunities. 2. Equity Exposure Given the investor’s preference for medium risk investment opportunities, the equity allocation is focused on growth through index tracking instruments, funds, certificates, and individual holdings. When opportune, bonus certificates with a conditional capital guarantee may be selected as well. 3. Structured Solutions Structured solutions offer access to a large variety of investment opportunities that would not otherwise be accessible. These offer additional diversification and return opportunities, especially when considering a market-neutral approach when seeking investment in particular dislocations.
150.00 (CHF)

Conservative Allocation

The Conservative Strategy is built and managed with the same basic layers as the Income Strategy. However, in contrast, it has a complementary exposure, i.e. equity. The primary objective of the equity portion is to gain exposure into main markets such as S&P500, EuroStoxx, SMI, FTSE, and similar indices. Fixed Income Exposure The fixed income portion is primarily designed to generate a consistent stream of fixed income from the portfolio, with the notional having a capital guarantee. Credit exposure may be considered when appropriate. Equity Exposure Given the investor’s preference or low risk investment opportunities, the equity allocation focuses on capital guaranteed or index tracking instruments. When opportune, bonus certificates with a conditional capital guarantee may also be selected.
150.00 (CHF)

Dynamic Asset Allocation

The Dynamic Strategy is primarily designed for individuals seeking investments with a high capital appreciation potential. Apart from the core exposure, this strategy can undertake strategic as well as tactical allocations. This allocation focuses on 3 segments: 1. Core Allocation Equity The core allocation is primarily designed to gain exposure within the main markets; this can occur through investments in index tracking or similar instruments. These instruments are expected to replicate the performance of the underlying market. Individual holdings can be part of the core allocation as well. 2. Strategic Allocations Strategic asset allocations (SAA) involve investment decisions that involve the achievement of a long-term target, and they do not necessarily respond to immediate market conditions. In this context, the secular growth trends we have identified fit extremely well into this allocation category. 3. Tactical Allocations The objective of the tactical asset allocation (TAA) is to take advantage of market conditions within defined parameters. The asset allocation change may occur in steps, pending expected market conditions. It is important to note that tactical asset allocation differs from absolute market timing because the method (the TTA) is slow, deliberate and methodical. Tactical asset allocation may occur on both segments (core and strategic allocation) and has some passive investing qualities, because we actively seek to reduce risk through this allocation concept.
225.00 (CHF)

Conviction Call Allocation

The case for setting up a high conviction strategy In recent years, the number of passive investors and the amount of assets allocated to instruments that truly replicate an index has increased tremendously. In fact, a recent study found that about 80% of all assets under management are considered to be “low-conviction” strategies, and in absolute terms, they do mimic an index. Also in recent years, the average holding period has been reduced to a few weeks, while two decades ago, the average was about two years. In the sense that all of these strategies do the same thing at the same time, these are essentially passive investment strategies. One of the main shortcomings of such strategies is their lack of outperformance, resulting in a below risk-adjusted return for the investor. One way of addressing the lacking risk-adjusted return is to consider a high-conviction call approach; the strategy crystallizes in a few investment opportunities, which are held over a prolonged period of time.
200.00 (CHF)