Investment Policy

Investment Policy

OUR INVESTMENT POLICY IS BASED ON THE FOLLOWING CONCEPTS:

 

  • Profitability and capital protection combined with the time horizon that corresponds to the objectives and needs of each client.
  • Risk management.
  • Capital preservation.
  • Client satisfaction.

 

Values

High quality service, clients’ needs analysis, integrity and transparency  are the core values that lead our investment policy. The ability of choosing the service, the products and the financial institutions  that best suits the particular needs of each client, allows us to offer them the best service. In order to determine the needs and the investment objectives of our clients, we have a team of professionals and analysts with proven ability and honesty. Hence, we are always able to find the most suitable services for our clients.

anlagenphilosophie robo advisor with your advisor

Investment Model

With the help of an innovative investment model, we dynamically adjust our investment strategy to market trends. Flexibility, ability to react, efficiency seeking in the investments and risk control are the basis of our investment model. A sophisticated mathematical program will analyse the investment profile of each client according to their needs, assigning one of the following strategies to each profile:

  • FIXED INCOME
  • INCOME
  • BALANCE
  • GROWTH

Our investment committee uses an asset allocation model with a TOP-DOWN analysis to assign the appropriate amount to each investment strategy on:

  • EQUITIES
  • LONG TERM DEBT
  • SHORT TERM DEBT
  • HIGH-YIELD DEBT

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Contact Us

We will be pleased to help you

+41 (0)44 268 25 72
Kreuzstrasse 82, 8032 Zürich
info@bge-finance.com
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