In cooperation with our strategic partner OpenMetrics Solutions we develop investment strategies with integrated state-of-the-art portfolio protection. The approach is based on a systematic early detection of financial market risks.
A perfect fit
Each investment strategy can be adapted to individual goals and existing portfolios. These are continuously monitored in order to detect target return deviations early.
Our mandates are based on solid individual investments and focused weightings. Only companies with best risk and return factors, based on ongoing analysis, are included in the selection.
WHAT WE OFFER
Competent risk management
Our systematic investment solutions integrate state-of-the-art portfolio protection of our partner OpenMetrics Solutions. This creates full transparency as well as an efficient implementation with liquid financial instruments.
In our view, professional risk management is an absolute “must” in order to have the risks of your investment under control at all times and thus ensure long-term success.
Superior returns through rational stock selection
To optimise our securities selection we employ the systematic approach of AlphaStream Capital Management AG, which continuously analyses over 6,000 individual securities worldwide using its own quantitative method. We also take ESG criteria into account. The 4 factors “value”, “momentum”, “quality” and “growth” are applied to achieve a long-term positive return with low correlation to traditional markets.Details
Direct investments in individual securities
We invest exclusively in individual shares so that we can continuously evaluate each company with an AlphaStream score. A positive valuation implies that this share meets our criteria: attractively valued, positive performance, solid balance sheet quality and steady dividend yield.
We are happy to work together with your bank
For a collaboration with us it is not necessary to change your custodian bank. Our strategies can be implemented with full transparency at various financial institutions.
Risk management for our Balanced Mandate
With our method of OpenMetrics Solutions we achieve a balanced relation between risk and return.DECODING
Despite the positive stock market development in recent years, the effects of the last major financial market crises of 2008 are still present worldwide. Regardless of the fact that politicians, regulators, and central banks together managed to stabilise the financial markets after 2008 and thus avoid a “meltdown” of the entire financial sector, the constant fear of the next severe correction has remained. In this respect, early detection of financial market crises is probably one of the most important issues of concern to the global financial community. We can offer the right approach for this situation.
Our partner www.openmetrics.ch – a spin-off of ETH Zurich – has developed a systematic approach to early detection of financial market crises. In this way, possible price losses can be reduced.
Mutual respect in a friendly working atmosphere, enjoying the common work, and competence in the individual working areas contribute certainly to the continuing success of our team.