Traditionell+

Your benefit of our “Traditionell+” investment process

Our investment decisions are based on our own “Traditionell+” investment processes.  They are implemented in a transparent, value-oriented and systematic manner. Our own Investment Committee takes all investments decisions and is solely responsible for the portfolio performance. We focus on a active but not a trading oriented management. Along side with this goes the flexible asset allocation.

  • The “Traditionell” of our investment process reflects a classic “top down – bottom up” style.
  • The “+” stands among others for alternative investment classes, the inclusion of the client advisors in the Investment Committee, our own investment reporting.
  • For strategic and tactical investments decisions we rely on our own analysis as well as investments reports from third parties.
  • Researching and selecting non-traditional asset classes are done in close co-operation with Partners Group AG’s center of competence.
  • The investment selection is based on strict quality criteria, value orientation and superior performance contribution expectations.
  • The portfolio and risk management steering is conducted over the investment level, the reference portfolios, systematic securities and ratings controls as well as over selective «stop-loss strategies».