When you enter into a discretionary management agreement with BCV, our experts manage all aspects of your investment portfolio – responsibly and sustainably.
We offer a range of ESG and ESG Impact agreements that you can choose from.
If sustainable development is important to you: Our asset managers take a sustainable and socially responsible approach and incorporate environmental, social, and governance (ESG) criteria when selecting investment products for your portfolio. Where competing funds offer similar financial profiles, we favor those with the best sustainability profile. Our ESG Impact agreements invest a portion of your assets in thematic products that actively contribute to sustainable development.
We tailor our agreements to your investor profile: Our offering covers two investment strategies and five risk profiles for a total of nine possible agreements. We will sit down with you to identify your investor profile, taking into account your financial capacity, your risk tolerance, and your experience in finance.
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.
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.
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Leave the heavy lifting to us. Our range of asset management agreements is designed so that BCV’s qualified experts can manage your whole portfolio from A to Z.
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Asset allocation funds invest across the main asset classes in various proportions that correspond to investors’ individual needs and objectives. Active profiles have significant leeway to vary their exposure to the various asset classes.
Leave the heavy lifting to us. With a discretionary management agreement, BCV’s qualified specialists will manage your portfolio from A to Z. Our experts draw on their deep knowledge and experience when investing your assets, taking a flexible and transparent approach to optimize risk management while still delivering the returns that you need to meet your financial goals.
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The purpose of this website is to describe the activities of Banque Cantonale Vaudoise (BCV) within Switzerland. BCV’s intention is not to conduct activities outside Switzerland, and this website is aimed solely at individuals and entities domiciled in Switzerland. By clicking "I accept," you confirm that you are domiciled in Switzerland.
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