We share our fund management expertise with our clients in a close partnership.
We provide our insights and tools according to each client’s specific needs. We can support our clients’ in-house specialists or serve as an outsourced fixed income team. Thanks to this tailor-made approach, we help independent asset managers, banks and other financial institutions meet the requirements of their end-clients and regulators.
1. Strategic & tactical asset allocation
Definition of strategic and tactical allocation parameters. Implementation of risk measures and assessment of the main risk factors
2. Portfolio restructuring
Buy & sell suggestions to optimise the portfolio’s risk / return profile according to the client’s specific goals and constraints
3. Bond lists
List of attractive bonds given their yield and fundamentals across ten segments and four currencies: EUR, USD, CHF, and GBP. Tailor-made lists according to the client’s specific criteria
4. Credit risk monitoring
Monitoring of the credit risk at the portfolio and firm levels
5. Attendance at investment meetings
Attendance at the investment committee and other meetings to provide our macroeconomic and bond views (interest rates, credit, currency and volatility)
6. Currency management
Management of currency exposures according to strict parameters derived from each portfolio’s specificities
Our main interactions
Relationships and personalised investment solutions are at the heart of our approach.
Information sharing with respect to internal procedures and investment vehicles, help with corporate strategy and regulatory requirements
Participation in strategy meetings, input on macroeconomic developments and fixed income management (interest rate, credit, currency and volatility exposures)
Client relationship managers
Involvement in client visits, global and tailor-made bond lists, inputs regarding fixed income markets and management
Internal investors & advisors
Knowledge sharing, portfolio analysis, reply to client requests
Computation of risk measures, monitoring of the entity’s credit exposures
We provide our decision support tools to our clients.
As part of our services, we regularly send our decision support tools to our clients. These include cockpits for monitoring financial and macroeconomic developments, as well as quantitative signals for valuation, momentum, carry and positioning in the main markets and currencies. We also share our credit analysis and our asset allocation views.