Strategic Asset Allocation

Using robust optimization approaches, our long-term real-world economic scenarios and our qualitative assessment of various asset classes, we determine optimal long-term portfolios.

Our approach covers multi asset portfolios, absolute return portfolios of UCITS funds, illiquid portfolios and fixed income & credit portfolios.

Sustainability can also be taken into account when designing a portfolio (Sustainable Responsible Investing (SRI) or Environmental, Social, Governance Investing (ESG)).

Sustainability targets are defined, and the impact on implementation is defined and quantified.

Our Services

  • SAA study
  • Multi asset portfolio advisory
  • Absolute return portfolio advisory
  • Advice on illiquid portfolios
  • Advice on direct holdings of bonds
  • SRI / ESG investment consulting

Your Benefits

  • We derive your individual and optimal asset allocation based on a holistic approach for different traditional and alternative asset classes
  • On request, we offer comprehensive advice on your sustainability strategy (SRI / ESG)