Our asset management philosophy: Focus – Prudence – Thoroughness
Stock picking and asset allocation are based on a fundamental/thematic and systematic analysis with the aim of exploiting inefficiencies or economic market cycles. Fundamental analysis creates the highest added value in investments such as equities and bonds since the related business risks are compensated for by risk premiums that vary over time but are positive in the long term.
Sustainable securities meet the strictest standards of sustainable asset management. An investment universe that has undergone rigorous analysis and has been defined using clear exclusion criteria forms the basis from which we construct portfolios using our proprietary Sarasin Sustainability Matrix and financial analysis that is integrated in our approach. Client portfolios predominantly or exclusively use the opportunities created by sustainable investment instruments.
Collective and stable patterns of behaviour among stock market participants make it possible to forecast market developments. These trends are systematically exploited using rule-based models to generate added value for investors.
The identification and management of sustainability risks is today an integral element and standard in the creation of a responsible investment universe. It is acceptable for non-sustainable investment instruments to be included in the portfolios provided the relevant sustainability risks are critically examined and monitored and have been judged necessary and economically viable with regard to the defined aims of the portfolio.
With 25 years of experience in the field of sustainable asset management, we offer our clients compelling advantages: thanks to our rigorous investment selection process, our sustainable asset management mandates generate clear added value. Our clients benefit, in particular, from our holistic approach that centres on sustainable business management practices. In addition, we analyse public institutions and countries along a similar structured approach. Every investment is subject to a strict analysis that identifies the financial, social and environmental opportunities and risks associated with each company, public institution, and country in a clear and comprehensive manner. This future-oriented approach can be adapted flexibly for individual clients in accordance with their investment objectives and restrictions.
Institutional Mandates – tailor-made to suit your investment objectives
For successful asset management, every aspect of the cooperation as well of the mandate must be precisely defined. This is done through close consultation between our clients and our investment experts. This process establishes the asset allocation and the investment guidelines, taking account of the risk criteria for the particular client. The investment strategy is implemented on this basis and the mandate objectives and parameters are harmonized with each other accordingly.
We offer investment mandates in the asset categories Equities Switzerland, International, Europe and emerging markets, bonds in Swiss francs and foreign currencies, as well as special mandates such as commodities, currency, overlay, cat bonds, and others.
You can select the investment universes "Sustainable" or "Responsible".
The portfolio's performance and composition can be personally discussed at any time and monitored via our written reports or online via our e-services. We would be happy to show you the different capabilities our mandates offer. Please do not hesitate to contact us for further information.