Global asset management mandates

With its management mandates, BCV aims to generate long-term returns through a combination of asset allocation and forex management. Our teams of investment-strategy specialists, aided by sophisticated decision-making tools, work to ensure stable returns on your investment.

We take the following factors into account when devising the best investment strategy for our clients:

• the investor profile (e.g. needs, constraints, investment horizon, risk tolerance)
• our strategists' macroeconomic and financial forecasts
• the portfolio's risk/reward ratio, which we optimize in view of the above parameters.

The traditional asset allocation approach can be supplemented with alternative investments and portfolio insurance techniques as needed.

Targeted asset management mandates

While our global management mandates are designed to meet the needs of the majority of our institutional clients, we can develop targeted strategies tailored to clients' specific requirements.

In the area of bond mandates, we seek to optimally manage the sector allocation and the position on the yield curve, and we have a rigorous methodology for selecting bonds.

For equity mandates, 80% of the fund assets are invested in instruments managed according to a semi-active approach, with a low tracking error; 15-20% of fund assets are put into products managed dynamically using a quantitative methodology.