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.

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.

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.