Management mandates – semi-active strategies

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

Our semi-active management mandates are based on benchmark asset allocations that reflect your investor profile. Returns are more volatile in the short term, but are optimized over the long term for each level of risk.

Our semi-active investment strategies

We offer a range of semi-active investment strategies with the Swiss franc, euro or dollar as the base currency. Our strategies are subject to a rigorous, three-part methodology which is composed of analysis, investment policy and management methods.

Our range of semi-active management mandates

Investment strategies with a benchmark allocation

We offer five semi-active investment strategies—Obligations, Revenu, Equipondéré, Dynamique and Actions—that aim to maximize returns while respecting your risk profile.

Defining these strategies requires highly disciplined analysis and investment work. We carry out extensive historical research and forecasting in order to create model portfolios that provide an optimal long-term risk/return trade-off. The currency structure of each model is also designed to optimize returns while reducing risk.

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

A minimum investment of CHF 500,000 is required for a standard management mandate.

Similar products

BCV FONDS STRATEGIQUE: With a choice of eight strategies based on either active or semi-active management, we have 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

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