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Asset management agreements

Trust our experts to manage your institutional assets

A seamless value chain

When you entrust your assets to BCV, you can rest easy knowing they’ll be managed by a coordinated team of experts. Our specialized teams work closely together to provide you with top-class service along the entire value chain, using a seamless investment process.

Multi-asset management agreements

We’ll work with you every step of the way, from determining your investment objectives to making them happen. Your asset management agreement will be implemented using our strategic allocation as a basis. If you have an actively managed agreement, we’ll make tactical adjustments based on the macroeconomic analyses done by our investment policy team. Each asset class in your portfolio will be managed by specialists.

Targeted management agreements

Solutions that meet your needs, focused on one of the main asset classes.

Stocks
With these agreements, you’ll get optimal exposure to the major global stock markets thanks to our rigorous allocation process and our managers’ expertise. We cover all major geographies (US, Europe, Switzerland, EM, and Japan) and use macroeconomic analyses from our investment policy team to anticipate trends and tap into the best market opportunities.

Bonds
With these agreements, we take an active, rigorous approach in order to optimize your returns and mitigate risks. Our experts build resilient, high-performing portfolios by using state-of-the-art tools to analyze issuer quality, currency exposure, sector allocation, and ESG performance.

Swiss indirect real estate
BCV is a leader in indirect real-estate investment in Switzerland, backed by 25 years of experience. We offer a full range of high-performance solutions covering all investment vehicles: listed and unlisted funds, real-estate companies, and investment foundations.

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