Asset Classes

The Unique Pieces of your Asset Allocation Puzzle

Having made the crucial allocation decision, we monitor developments in a wide range of asset classes which comprise the building blocks of your portfolio. According to academic consensus and our own proprietary research, a balanced portfolio should ideally include all asset classes. Our expertise in the specific characteristics of each asset class enables us to construct strategic portfolios that accurately reflect your personal characteristics and risk preferences.

Moreover, by knowing how asset classes are related to each other and to business cycles, we can exploit changes in the investment opportunity set via tactical shifts in the strategic allocation.

Asset Classes

Cash and Equivalents

Asset Classes

Cash and cash equivalents (e.g. bank deposits, money market products) are an important part of almost any investment portfolio

Fixed Income

Asset Classes

Fixed income investing refers to investing in government and corporate bonds of various maturities and risk characteristics

Equities

Asset Classes

Equity investing is probably the most popular and widespread form of investing

Precious Metals

Asset Classes

Investing in precious metals has traditionally been recognized as an efficient hedge against inflation

Currencies

Asset Classes

Amongst other attributes, currencies have historically displayed low correlation with more traditional asset classes

Real Estate

Asset Classes

Investing in property has long been considered as an efficient hedge against inflation which can help diversify the investment portfolio

Commodities

Asset Classes

Since the turn of the century, commodities have become a significant part of many investment strategies

Alternative Assets

Asset Classes

The term “alternative assets” refers to assets that, traditionally, have not been a significant part of typical portfolios

Before constructing your investment portfolio, our investment advisors will inform you about all the important properties and risk characteristics of each class. We will not invest any portion of available capital in instruments with dubious features. Moreover, we will provide insights on our global outlook and investment strategy and keep you informed about how each asset class is expected to perform and contribute to portfolio risk given our views on market developments.