Management mandates – active strategies

A management mandate based on our active strategies gives you access to our specialists’ skills in macroeconomic analysis, investment strategy and stock selection.

Our active investment strategies aim to achieve absolute returns on investments. Unlike conventional investment approaches, which are based on a constant benchmark asset allocation and base currency, our active strategies allow exposure to the various asset classes to be altered significantly.

Our three active investment strategies

Active investment strategies

We offer three active investment strategies—Sécurité, Défensif and Offensif—that aim to maximize returns while respecting your risk profile.

Benefits for you

  • Personalized approach
    We work with you to select the most appropriate investment strategy in light of your investment horizon, risk tolerance, base currency, and any specific requirements you may have. We send you regular performance reports and periodically reassess the appropriateness of the selected strategy as your financial situation evolves over time. We also provide a detailed management report.
  • Strict investment procedures
    Our strategies, investment policy and security-selection process follow strict procedures. Portfolios are adjusted daily in line with BCV’s macroeconomic outlook, tactical decisions in terms of sector and regional allocation, and investment recommendations
  • Flexibility
    You can set fixed guidelines to determine how your money is invested.
  • Transparency
    You can follow your portfolio and its performance at any time through your online account. Our free service also allows you to view various asset-allocation analyses.

Additional information

These products are intended for clients with at least CHF 500,000 to invest.

Similar products

BCV FONDS STRATEGIQUE: With a choice of eight strategies, based on either active or semi-active management, you can select an investment solution that is fully adapted to your needs.

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Contact an advisor

  • By phone
    0844 228 228
    or 021 212 10 00
    Mon-Fri, 7:30am - 7:30pm
    (CET)
  • By email