With targeted discretionary mandates, you choose a specific asset class and leave BCV's teams to manage assets within that class. Working with your advisor and BCV's experts, you define the investment profile, investment universe and any restrictions.
Bond discretionary mandates
At BCV, we use leading-edge techniques to manage issuer quality, yield-curve positions, currency exposure, sector allocation and bond selection. We focus particularly on risk management. We are also a major participant in the Swiss-franc secondary bond market, ensuring that you get the best prices.
Equity discretionary mandates
Our asset-management teams cover the major regions (USA, Europe, Switzerland and emerging markets), taking a semi-active approach: they stay close to the selected investment universe but can take advantage of any price distortions they discover. They also invest in more specific "satellite" products that give portfolios exposure to targeted themes such as high dividend yields and smart beta.
Indirect real-estate discretionary mandates
BCV is one of Switzerland's leading players in managing securitized or "indirect" real estate funds. For 15 years, we have offered a comprehensive range of services in this area. This represents a niche market that is becoming increasingly important for asset-allocation purposes.