Balanced mandates

The Third Party Asset Management team has many years’ experience in managing assets for institutional clients and is fully conversant with the regulatory environment (of Swiss pension funds in particular).

Performance is primarily determined by strategic asset allocation, followed by tactical deviations and then by security selection.

The Balanced Team is in charge of managing mixed mandates (equities, bonds, real estate and alternative investments) in accordance with the restrictions and objectives of each client.

On a total portfolio level we aim to add value through both tactical asset allocation and security selection.

Our objective is to add value through rigorous implementation of our process output, both in terms of an adequate diversification of the risk budget between allocation and overlay positions, and of a disciplined strategy of stop loss and profit taking.