Leave the heavy lifting to us

When you enter into a discretionary management agreement with BCV, our experts manage all aspects of your investment portfolio.
We offer a range of ESG and ESG Ambition management agreements that you can choose from.

Benefits

  • Track your portfolio's performance with regular market updates and detailed performance reports.
  • Take advantage of our rigorous asset management process that includes daily monitoring of portfolios. We'll optimize your asset allocation according to our experts' macroeconomic outlook.
  • View your portfolio's investments and performance online through a secure interface.
  • Do your part for sustainable development. We systematically incorporate environmental, social, and governance (ESG) criteria into our fund-selection process.

 

Choosing the right agreement

Choose the right range based on your ESG preferences: In our ESG range, our asset managers take ESG criteria into account when selecting investment products for your portfolio. Where competing products offer similar financial profiles, we favor those that best address ESG risks and opportunities. In our ESG Ambition range, a portion of your assets is invested in companies providing solutions to environmental and social challenges.

  • ESG agreements: at least 70% of the instruments meet ESG criteria
  • ESG Ambition agreements: 100% of the instruments meet ESG criteria and at least 25% of the portfolio is allocated to thematic investment products focused on companies making a difference to the environment and society (companies operating in the areas of renewable energy, energy efficiency, clean technology, water treatment, and positive societal change, for example).

We tailor our agreements to your investor profile: Our offering covers two investment strategies and five risk profiles. A total of nine different types of management agreements are available. We’ll sit down with you to identify your investor profile, taking into account your financial capacity, your risk tolerance, your experience in finance, and your preferences for socially responsible investing.

Two types of investment strategies

Our semi-active investment strategies are based on a benchmark asset allocation that fits your investment profile. We optimize exposure to the various asset classes without deviating substantially from the benchmark. Our asset managers aim to outperform the benchmark index through tactical allocation and careful asset selection.

With our active investment strategies, we focus on keeping the portfolio’s risk within a set range. We aim to limit significant negative returns and take advantage of market upside by adjusting the asset allocation more frequently in response to market movements.

Our online platform

Keep tabs on your portfolio’s composition and performance and enjoy 24/7 access to our expert analysis of the latest financial news via our secure online platform, BCV Mandat de Gestion. You can access this platform directly from BCV-net.

 

Other management options

If you would like to manage your own portfolio and have the final say on your investments while still drawing on the expert advice of our professionals, then our range of BCV Conseil services is for you.

What's the next step?

Choose your region

Visit us

Banque Cantonale Vaudoise Place Saint-François 14 Case Postale 300 1003 Lausanne

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We're available Monday to Friday, from 8:00 am to 6:00 pm

Write to us

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Useful documents