Backed by a robust and well-defined process, the team has produced since the late 1990’s attractive returns without compromising on safety or liquidity – key demands for investors in this strategy. Our solutions include those tightly managed relative to target as well as those that give the team the discretion to find a dynamic balance between return, risk and asset quality.
Investment Solutions
Our disciplined approach allows us to aim to deliver attractive returns to investors, without compromising the capital security that investors expect from the solution.
Our Expertise
“An uncompromising pursuit of attractive returns without sacrificing quality”
The team has a clear objective of maximizing returns without compromising either liquidity or capital safety. The consistent historical performance that has been generated is a direct result of our active credit risk and duration management approach. Moreover, with an average industry experience of over 26 years, our team of portfolio managers is one of the most experienced and seasoned in the industry.
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CHF Bonds
The principal investment objective is to use an attractive approach to security selection to outperform a benchmark index or a prescribed bond structure (cash flow matching) over a rolling three-year time horizon, investing only in investment-grade securities in CHF.
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CHF Bonds Active
The principal investment objective is to use an active yield curve management and/or an active security selection to outperform a benchmark index over a rolling three-year time horizon, investing only in CHF but also in below investment-grade securities.
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CHF Bonds Indexed
The principal investment objective is to match the performance of a benchmark index or a prescribed bond structure (cash flow matching) as accurately as possible, investing only in a representative selection of securities in the benchmark index or investment universe.
Liquidity
Management
Our disciplined approach to liquidity management allows us to aim to deliver attractive returns to investors, without compromising the capital security that investors expect from the solution.
The principal investment objective is to preserve invested capital and maintain a return that corresponds to money market rates. An active yield curve management and an active security and instrument selection are used to outperform the benchmark index over a rolling six-month time horizon, investing only in investment-grade securities in the relevant reference currency.
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